|
26
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$2.78M
|
+$2.81M
|
+57,513
|
New
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.91M
|
-$2.29M
|
-46,843
|
-54%
|
|
|
28
|
Delta Investment Management
San Francisco,
California
|
$1.69M
|
+$143K
|
+2,926
|
+9%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$1.62M
|
+$1.4M
|
+28,751
|
+585%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$1.56M
|
+$1.39M
|
+28,452
|
New
|
|
|
31
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.55M
|
-$5.53M
|
-113,259
|
-78%
|
|
|
32
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.24M
|
+$607K
|
+12,449
|
+94%
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$1.15M
|
–
|
–
|
–
|
|
|
34
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.11M
|
+$1.13M
|
+23,147
|
New
|
|
|
35
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.11M
|
+$1.13M
|
+23,147
|
New
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$983K
|
+$737K
|
+15,096
|
+282%
|
|
|
37
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$849K
|
+$147K
|
+3,018
|
+21%
|
|
|
38
|
IMS Capital Management
Portland,
Oregon
|
$834K
|
-$68.3K
|
-1,400
|
-7%
|
|
|
39
|
Security Financial Services
Fort Wayne,
Indiana
|
$754K
|
-$54.1K
|
-1,108
|
-7%
|
|
|
40
|
Foresight Wealth Management
Draper,
Utah
|
$742K
|
-$14K
|
-286
|
-2%
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$740K
|
+$751K
|
+15,395
|
New
|
|
|
42
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$637K
|
–
|
–
|
–
|
|
|
43
|
Capital Planning
Bellevue,
Washington
|
$559K
|
-$4.93M
|
-101,065
|
-90%
|
|
|
44
|
Larson Financial Group
St Louis,
Missouri
|
$549K
|
+$135K
|
+2,766
|
+32%
|
|
|
45
|
Transcend Capital Advisors
Madison,
New Jersey
|
$500K
|
-$38.6K
|
-792
|
-7%
|
|
|
46
|
ICA Group Wealth Management
Denver,
Colorado
|
$400K
|
+$403K
|
+8,265
|
New
|
|
|
47
|
BlackDiamond Wealth Management
New York
|
$350K
|
+$355K
|
+7,273
|
New
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$306K
|
-$18.4K
|
-377
|
-6%
|
|
|
49
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$288K
|
+$781
|
+16
|
+0.3%
|
|
|
50
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$240K
|
+$244K
|
+4,991
|
New
|
|
