|
26
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$3.73M
|
+$1.1M
|
+43,083
|
+42%
|
|
|
27
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.39M
|
+$307K
|
+12,023
|
+10%
|
|
|
28
|
United Capital Financial Advisors
Irving,
Texas
|
$3.39M
|
+$342K
|
+13,383
|
+11%
|
|
|
29
|
Quantum Financial Advisors
El Segundo,
California
|
$3.27M
|
-$45.2K
|
-1,770
|
-1%
|
|
|
30
|
Raymond James Financial
St Petersburg,
Florida
|
$3.23M
|
-$1.05M
|
-41,238
|
-25%
|
|
|
31
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.22M
|
+$38.1K
|
+1,490
|
+1%
|
|
|
32
|
Leavell Investment Management
Mobile,
Alabama
|
$3.17M
|
+$615K
|
+24,086
|
+24%
|
|
|
33
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.11M
|
+$632K
|
+24,753
|
+26%
|
|
|
34
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.06M
|
–
|
–
|
–
|
|
|
35
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.94M
|
+$484K
|
+18,952
|
+20%
|
|
|
36
|
PSI Advisors
Tampa,
Florida
|
$2.79M
|
+$2.79M
|
+109,100
|
New
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.68M
|
+$923K
|
+36,149
|
+53%
|
|
|
38
|
Sonata Capital Group
Seattle,
Washington
|
$2.54M
|
+$2.13M
|
+83,335
|
+520%
|
|
|
39
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$2.5M
|
+$210K
|
+8,207
|
+9%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$2.45M
|
+$7.74K
|
+303
|
+0.3%
|
|
|
41
|
Atwater Malick
Lancaster,
Pennsylvania
|
$2.43M
|
+$2.13M
|
+83,272
|
+700%
|
|
|
42
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.39M
|
+$62.2K
|
+2,437
|
+3%
|
|
|
43
|
Parkway Wealth Management
Plano,
Texas
|
$2.35M
|
+$2.35M
|
+91,825
|
New
|
|
|
44
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.96M
|
+$1.07M
|
+41,925
|
+121%
|
|
|
45
|
Valmark Advisers
Akron,
Ohio
|
$1.87M
|
+$266K
|
+10,435
|
+17%
|
|
|
46
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.83M
|
+$231K
|
+9,046
|
+14%
|
|
|
47
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.79M
|
+$1.45M
|
+56,746
|
+424%
|
|
|
48
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.78M
|
+$1.78M
|
+69,683
|
New
|
|
|
49
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.78M
|
-$399K
|
-15,643
|
-18%
|
|
|
50
|
Spinnaker Trust
Portland,
Maine
|
$1.68M
|
+$150K
|
+5,888
|
+10%
|
|
