|
26
|
Atria Wealth Solutions
New York
|
$463K
|
-$159K
|
-11,076
|
-23%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$370K
|
+$4.09K
|
+285
|
+1%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$359K
|
+$17.5K
|
+1,217
|
+4%
|
|
|
29
|
Detalus Advisors
St. Louis,
Missouri
|
$295K
|
–
|
–
|
–
|
|
|
30
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$281K
|
+$39.7K
|
+2,761
|
+14%
|
|
|
31
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$275K
|
-$349K
|
-24,272
|
-53%
|
|
|
32
|
GeoWealth Management
Chicago,
Illinois
|
$269K
|
+$58.8K
|
+4,090
|
+24%
|
|
|
33
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$230K
|
–
|
–
|
–
|
|
|
34
|
Oppenheimer & Co
New York
|
$214K
|
+$9.78K
|
+681
|
+4%
|
|
|
35
|
IHT Wealth Management
Chicago,
Illinois
|
$193K
|
-$7.43K
|
-517
|
-3%
|
|
|
36
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$191K
|
–
|
–
|
–
|
|
|
37
|
Darwin Wealth Management
Tampa,
Florida
|
$185K
|
+$36K
|
+2,509
|
+24%
|
|
|
38
|
SouthState Corp
Winter Haven,
Florida
|
$165K
|
–
|
–
|
–
|
|
|
39
|
CoreCap Advisors
Southfield,
Michigan
|
$159K
|
–
|
–
|
–
|
|
|
40
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$157K
|
+$179K
|
+12,448
|
New
|
|
|
41
|
Axxcess Wealth Management
Carlsbad,
California
|
$156K
|
-$1.85K
|
-129
|
-1%
|
|
|
42
|
Stifel Financial
St. Louis,
Missouri
|
$156K
|
+$29K
|
+2,022
|
+20%
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$152K
|
+$172K
|
+12,000
|
New
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$144K
|
+$164K
|
+11,394
|
New
|
|
|
45
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$138K
|
-$50.2K
|
-3,495
|
-24%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$131K
|
+$148K
|
+10,332
|
New
|
|
|
47
|
Nomura Holdings
Tokyo,
Japan
|
$128K
|
+$144K
|
+10,000
|
New
|
|
|
48
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$98K
|
–
|
–
|
–
|
|
|
49
|
BOK Financial Private Wealth
Denver,
Colorado
|
$84K
|
+$94.8K
|
+6,602
|
New
|
|
|
50
|
Ancora Advisors
Cleveland,
Ohio
|
$56K
|
–
|
–
|
–
|
|
