|
51
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.4M
|
+$3.42M
|
+72,046
|
New
|
|
|
52
|
Summit X LLC
Chesterfield,
Missouri
|
$3.2M
|
+$1.18M
|
+24,811
|
+57%
|
|
|
53
|
UBS Group
Zurich,
Switzerland
|
$3.16M
|
+$3.19M
|
+67,115
|
New
|
|
|
54
|
Triad Wealth Partners
Lawrence,
Kansas
|
$2.93M
|
+$213K
|
+4,496
|
+8%
|
|
|
55
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$2.7M
|
+$2.73M
|
+57,538
|
New
|
|
|
56
|
Stifel Financial
St. Louis,
Missouri
|
$2.68M
|
+$1.86M
|
+39,108
|
+219%
|
|
|
57
|
Retirement Planning Group (New York)
Malta,
New York
|
$2.62M
|
+$2.65M
|
+55,708
|
New
|
|
|
58
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.53M
|
+$2.56M
|
+53,894
|
New
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.51M
|
+$556K
|
+11,715
|
+28%
|
|
|
60
|
Avantax Advisory Services
Dallas,
Texas
|
$2.39M
|
+$1.22M
|
+25,681
|
+102%
|
|
|
61
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$2.36M
|
+$2.39M
|
+50,258
|
New
|
|
|
62
|
Kestra Advisory Services
Austin,
Texas
|
$2.23M
|
+$80.2K
|
+1,688
|
+4%
|
|
|
63
|
Veridan Wealth
West Linn,
Oregon
|
$2.22M
|
+$2.24M
|
+47,126
|
New
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$2.08M
|
+$2.1M
|
+44,242
|
New
|
|
|
65
|
Mariner
Overland Park,
Kansas
|
$2.02M
|
-$1M
|
-21,161
|
-33%
|
|
|
66
|
Atria Wealth Solutions
New York
|
$1.91M
|
+$1.93M
|
+40,647
|
New
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$1.86M
|
+$1.42M
|
+29,953
|
+314%
|
|
|
68
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.75M
|
+$546K
|
+11,492
|
+45%
|
|
|
69
|
Atria Investments
Charlotte,
North Carolina
|
$1.74M
|
+$849K
|
+17,882
|
+94%
|
|
|
70
|
Continuum Advisory
Eagle,
Idaho
|
$1.65M
|
+$9.64K
|
+203
|
+0.6%
|
|
|
71
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$1.65M
|
+$1.66M
|
+35,010
|
New
|
|
|
72
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.63M
|
+$1.65M
|
+34,759
|
New
|
|
|
73
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.56M
|
+$1.53M
|
+32,193
|
+4,242%
|
|
|
74
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.46M
|
+$138K
|
+2,915
|
+10%
|
|
|
75
|
Summit Wealth Partners
Orlando,
Florida
|
$1.35M
|
+$74.3K
|
+1,565
|
+6%
|
|
