|
51
|
Alera Investment Advisors
Deerfield,
Illinois
|
$4.9M
|
+$5M
|
+116,269
|
New
|
|
|
52
|
Atria Investments
Charlotte,
North Carolina
|
$4.58M
|
+$124K
|
+2,874
|
+3%
|
|
|
53
|
Wintrust Investments
Chicago,
Illinois
|
$4.27M
|
+$122K
|
+2,849
|
+3%
|
|
|
54
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$4.14M
|
-$4.94M
|
-114,856
|
-54%
|
|
|
55
|
Austin Private Wealth
Austin,
Texas
|
$4.05M
|
+$415K
|
+9,668
|
+11%
|
|
|
56
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$3.95M
|
+$242K
|
+5,623
|
+6%
|
|
|
57
|
Principal Financial Group
Des Moines,
Iowa
|
$3.87M
|
–
|
–
|
–
|
|
|
58
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.81M
|
-$51.6K
|
-1,200
|
-1%
|
|
|
59
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.76M
|
-$15.8K
|
-368
|
-0.4%
|
|
|
60
|
Principal Securities
Des Moines,
Iowa
|
$3.74M
|
+$572K
|
+13,312
|
+18%
|
|
|
61
|
Atomi Financial Group
New York
|
$3.65M
|
+$1.39M
|
+32,363
|
+60%
|
|
|
62
|
Icon Wealth Advisors
Houston,
Texas
|
$3.43M
|
+$203K
|
+4,725
|
+7%
|
|
|
63
|
Farther Finance Advisors
San Francisco,
California
|
$3.36M
|
+$466K
|
+10,850
|
+15%
|
|
|
64
|
Pictet Asset Management
Carouge,
Switzerland
|
$3.33M
|
+$3.4M
|
+79,094
|
New
|
|
|
65
|
INVST
Indianapolis,
Indiana
|
$3.16M
|
+$496K
|
+11,536
|
+18%
|
|
|
66
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.14M
|
+$491K
|
+11,416
|
+18%
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$3.07M
|
-$61.2K
|
-1,424
|
-2%
|
|
|
68
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$3.05M
|
+$63.4K
|
+1,475
|
+2%
|
|
|
69
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.99M
|
+$2.49M
|
+58,034
|
+445%
|
|
|
70
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.94M
|
-$60.5K
|
-1,409
|
-2%
|
|
|
71
|
Silver Coast Investments
San Diego,
United States
|
$2.87M
|
-$78.3K
|
-1,822
|
-3%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$2.86M
|
+$176K
|
+4,092
|
+6%
|
|
|
73
|
West Wealth Group
Irvine,
California
|
$2.78M
|
-$2.88K
|
-67
|
-0.1%
|
|
|
74
|
Liberty Wealth Management
Oakland,
California
|
$2.77M
|
+$3.04M
|
+70,816
|
+107%
|
|
|
75
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.73M
|
+$78.9K
|
+1,836
|
+3%
|
|
