|
51
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$5.73M
|
+$5.73M
|
+246,635
|
New
|
|
|
52
|
Level Four Advisory Services
Dallas,
Texas
|
$5.01M
|
+$199K
|
+8,550
|
+4%
|
|
|
53
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.88M
|
+$2.14M
|
+91,981
|
+78%
|
|
|
54
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.75M
|
+$31.6K
|
+1,360
|
+0.7%
|
|
|
55
|
Lunt Capital Management
Holladay,
Utah
|
$4.64M
|
+$199K
|
+8,573
|
+4%
|
|
|
56
|
Oppenheimer Asset Management
New York
|
$4.62M
|
-$529K
|
-22,740
|
-10%
|
|
|
57
|
Park Avenue Securities
New York
|
$4.45M
|
+$677K
|
+29,132
|
+18%
|
|
|
58
|
Mercer Global Advisors
Denver,
Colorado
|
$4.27M
|
+$4.27M
|
+183,764
|
New
|
|
|
59
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$4.08M
|
+$934K
|
+40,191
|
+30%
|
|
|
60
|
Private Advisor Group
Morristown,
New Jersey
|
$4.05M
|
+$331K
|
+14,227
|
+9%
|
|
|
61
|
Global Retirement Partners
San Rafael,
California
|
$3.91M
|
+$2.27M
|
+97,509
|
+137%
|
|
|
62
|
Carmel Capital Partners
San Diego,
California
|
$3.86M
|
+$3.86M
|
+166,021
|
New
|
|
|
63
|
Transcend Capital Advisors
Madison,
New Jersey
|
$3.75M
|
+$1.12M
|
+48,050
|
+42%
|
|
|
64
|
Wealthspire Advisors (New York)
New York
|
$3.7M
|
+$186K
|
+8,008
|
+5%
|
|
|
65
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.64M
|
+$1.9M
|
+81,583
|
+108%
|
|
|
66
|
United Capital Financial Advisors
Irving,
Texas
|
$3.64M
|
+$266K
|
+11,423
|
+8%
|
|
|
67
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.62M
|
-$708K
|
-30,442
|
-16%
|
|
|
68
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.58M
|
+$2.03M
|
+87,264
|
+131%
|
|
|
69
|
Leo Wealth LLC
Hurst,
Texas
|
$3.47M
|
+$185K
|
+7,939
|
+6%
|
|
|
70
|
Royal Harbor Partners
Houston,
Texas
|
$3.41M
|
+$22.7K
|
+976
|
+0.7%
|
|
|
71
|
Leavell Investment Management
Mobile,
Alabama
|
$3.34M
|
+$246K
|
+10,588
|
+8%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$3.29M
|
-$107K
|
-4,598
|
-3%
|
|
|
73
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.29M
|
+$2.9M
|
+124,617
|
+739%
|
|
|
74
|
Ameriprise
Minneapolis,
Minnesota
|
$3.24M
|
+$1.1M
|
+47,281
|
+51%
|
|
|
75
|
Creative Planning
Overland Park,
Kansas
|
$3.09M
|
+$131K
|
+5,651
|
+4%
|
|
