|
26
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$8.62M
|
+$1.62M
|
+26,757
|
+24%
|
|
|
27
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7.34M
|
+$272K
|
+4,498
|
+4%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$6.95M
|
-$1.49M
|
-24,616
|
-18%
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.73M
|
-$429K
|
-7,107
|
-6%
|
|
|
30
|
|
$6.72M
|
+$1.08M
|
+17,840
|
+20%
|
|
|
31
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$6.27M
|
+$6.15M
|
+101,870
|
New
|
|
|
32
|
Capstone Investment Advisors
New York
|
$6.18M
|
+$6.07M
|
+100,504
|
New
|
|
|
33
|
Proficio Capital Partners
Newton,
Massachusetts
|
$6.08M
|
+$5.97M
|
+98,883
|
New
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.04M
|
–
|
–
|
–
|
|
|
35
|
Empirical Wealth Management
Seattle,
Washington
|
$5.99M
|
-$106K
|
-1,761
|
-2%
|
|
|
36
|
AssetMark Inc
Concord,
California
|
$5.96M
|
+$944K
|
+15,639
|
+19%
|
|
|
37
|
SG Americas Securities
New York
|
$5.83M
|
+$5.72M
|
+94,747
|
New
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.59M
|
+$1.12M
|
+18,528
|
+26%
|
|
|
39
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$5.54M
|
+$5.43M
|
+90,006
|
New
|
|
|
40
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.49M
|
+$846K
|
+14,013
|
+19%
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.45M
|
+$683K
|
+11,316
|
+15%
|
|
|
42
|
Neuberger Berman Group
New York
|
$5.42M
|
+$2.55M
|
+42,252
|
+92%
|
|
|
43
|
Axiom Financial Strategies
New Albany,
Indiana
|
$5.32M
|
–
|
–
|
–
|
|
|
44
|
Bank of the West
Monterey Park,
California
|
$5.01M
|
+$2.27M
|
+37,654
|
+86%
|
|
|
45
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$4.57M
|
-$936K
|
-15,506
|
-17%
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.32M
|
+$149K
|
+2,469
|
+4%
|
|
|
47
|
Crabel Capital Management
Los Angeles,
California
|
$4.3M
|
+$4M
|
+66,265
|
+1,860%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.16M
|
-$53.8K
|
-891
|
-1%
|
|
|
49
|
Insight Wealth Strategies
San Ramon,
California
|
$4.14M
|
+$626K
|
+10,367
|
+18%
|
|
|
50
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$4.12M
|
–
|
–
|
–
|
|
