|
26
|
Royal Harbor Partners
Houston,
Texas
|
$4.67M
|
+$4.55M
|
+113,298
|
New
|
|
|
27
|
Breakwater Capital Group
Paramus,
New Jersey
|
$4.62M
|
+$921K
|
+22,942
|
+26%
|
|
|
28
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$4.6M
|
-$111K
|
-2,755
|
-2%
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$4.53M
|
+$3.11M
|
+77,485
|
+240%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$4.5M
|
+$577K
|
+14,379
|
+15%
|
|
|
31
|
GoalVest Advisory
New York
|
$4.01M
|
+$3.9M
|
+97,178
|
New
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.93M
|
-$1.22M
|
-30,314
|
-24%
|
|
|
33
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.75M
|
+$3.71M
|
+92,327
|
New
|
|
|
34
|
|
$3.63M
|
+$1.91M
|
+47,455
|
+117%
|
|
|
35
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$3.51M
|
+$11.8K
|
+295
|
+0.3%
|
|
|
36
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$3.48M
|
+$1.86M
|
+46,431
|
+122%
|
|
|
37
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.35M
|
-$258K
|
-6,436
|
-7%
|
|
|
38
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$3.21M
|
+$3.13M
|
+77,841
|
New
|
|
|
39
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$3.15M
|
-$121K
|
-3,025
|
-4%
|
|
|
40
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$3.09M
|
+$105K
|
+2,622
|
+4%
|
|
|
41
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.04M
|
+$1.14M
|
+28,342
|
+63%
|
|
|
42
|
Bank of America
Charlotte,
North Carolina
|
$2.58M
|
+$2.07M
|
+51,603
|
+468%
|
|
|
43
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.25M
|
+$2.19M
|
+54,563
|
New
|
|
|
44
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.17M
|
+$502K
|
+12,495
|
+31%
|
|
|
45
|
Intrust Bank
Wichita,
Kansas
|
$2.16M
|
-$38.8K
|
-967
|
-2%
|
|
|
46
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.14M
|
-$65.2K
|
-1,623
|
-3%
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.98M
|
+$1.41M
|
+35,035
|
+270%
|
|
|
48
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$1.98M
|
-$79.4K
|
-1,977
|
-4%
|
|
|
49
|
AE Wealth Management
Topeka,
Kansas
|
$1.58M
|
+$582K
|
+14,485
|
+61%
|
|
|
50
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.52M
|
+$878K
|
+21,861
|
+126%
|
|
