|
26
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.07M
|
–
|
–
|
–
|
|
|
27
|
Essential Planning
Portsmouth,
New Hampshire
|
$3.92M
|
+$3.93M
|
+27,300
|
New
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.78M
|
+$64.3K
|
+447
|
+2%
|
|
|
29
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$3.64M
|
+$228K
|
+1,586
|
+7%
|
|
|
30
|
Private Advisor Group
Morristown,
New Jersey
|
$3.63M
|
+$197K
|
+1,373
|
+6%
|
|
|
31
|
DSG Capital Advisors
Edina,
Minnesota
|
$3.55M
|
+$3.57M
|
+24,800
|
New
|
|
|
32
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.38M
|
-$16K
|
-111
|
-0.5%
|
|
|
33
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$3.38M
|
-$36.7K
|
-255
|
-1%
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.38M
|
-$3.6K
|
-25
|
-0.1%
|
|
|
35
|
EP Wealth Advisors
Torrance,
California
|
$3.28M
|
+$1.02M
|
+7,090
|
+45%
|
|
|
36
|
Elevation Capital Advisory
Bend,
Oregon
|
$3.28M
|
+$74.4K
|
+517
|
+2%
|
|
|
37
|
GeoWealth Management
Chicago,
Illinois
|
$3.28M
|
+$74.4K
|
+517
|
+2%
|
|
|
38
|
Greykasell Wealth Strategies
Danville,
California
|
$3.15M
|
+$3.17M
|
+22,035
|
New
|
|
|
39
|
Stifel Financial
St. Louis,
Missouri
|
$3.14M
|
-$15.8K
|
-110
|
-0.5%
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$2.94M
|
+$2.96M
|
+20,581
|
New
|
|
|
41
|
TrinityPoint Wealth
Milford,
Connecticut
|
$2.71M
|
-$143K
|
-994
|
-5%
|
|
|
42
|
Finley Financial
Las Vegas,
Nevada
|
$2.59M
|
+$2.57M
|
+17,878
|
New
|
|
|
43
|
|
$2.57M
|
+$838K
|
+5,826
|
+48%
|
|
|
44
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.46M
|
-$25.9K
|
-180
|
-1%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$2.41M
|
-$109K
|
-759
|
-4%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$2.36M
|
+$525K
|
+3,647
|
+28%
|
|
|
47
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.17M
|
-$801K
|
-5,572
|
-27%
|
|
|
48
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$2.14M
|
+$245K
|
+1,706
|
+13%
|
|
|
49
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.12M
|
-$201K
|
-1,398
|
-9%
|
|
|
50
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.11M
|
+$1.03M
|
+7,186
|
+95%
|
|
