|
51
|
Activest Wealth Management
Aventure,
Florida
|
$1.03M
|
+$7.37K
|
+394
|
+0.7%
|
|
|
52
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.03M
|
+$186K
|
+9,930
|
+22%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$1.02M
|
+$340K
|
+18,167
|
+50%
|
|
|
54
|
UMB Bank
Kansas City,
Missouri
|
$1.01M
|
-$152K
|
-8,124
|
-13%
|
|
|
55
|
First Citizens Financial Corp
Mason City,
Iowa
|
$979K
|
+$23.8K
|
+1,270
|
+2%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$956K
|
-$1.16M
|
-61,937
|
-55%
|
|
|
57
|
FourThought Financial Partners
Venice,
Florida
|
$906K
|
+$9.15K
|
+489
|
+1%
|
|
|
58
|
|
$898K
|
-$210K
|
-11,240
|
-19%
|
|
|
59
|
Argent Trust Co
Nashville,
Tennessee
|
$750K
|
-$208K
|
-11,130
|
-22%
|
|
|
60
|
Laidlaw Wealth Management
New York City,
New York
|
$747K
|
+$19.7K
|
+1,055
|
+3%
|
|
|
61
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$741K
|
+$745K
|
+39,840
|
New
|
|
|
62
|
Bank of New York Mellon
New York
|
$729K
|
+$43.4K
|
+2,319
|
+6%
|
|
|
63
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$720K
|
+$724K
|
+38,667
|
New
|
|
|
64
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$713K
|
+$36K
|
+1,925
|
+5%
|
|
|
65
|
Schnieders Capital Management
Pasadena,
California
|
$682K
|
–
|
–
|
–
|
|
|
66
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$668K
|
+$25.1K
|
+1,341
|
+4%
|
|
|
67
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$605K
|
-$170K
|
-9,080
|
-22%
|
|
|
68
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$525K
|
+$12.8K
|
+685
|
+2%
|
|
|
69
|
Farther Finance Advisors
San Francisco,
California
|
$478K
|
-$41.6K
|
-2,224
|
-8%
|
|
|
70
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$471K
|
+$473K
|
+25,300
|
New
|
|
|
71
|
Global Retirement Partners
San Rafael,
California
|
$469K
|
-$336K
|
-17,949
|
-42%
|
|
|
72
|
LexAurum Advisors
Overland Park,
Kansas
|
$446K
|
+$128K
|
+6,847
|
+40%
|
|
|
73
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$434K
|
+$437K
|
+23,335
|
New
|
|
|
74
|
Whipplewood Advisors
Littleton,
Colorado
|
$374K
|
+$376K
|
+20,112
|
New
|
|
|
75
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$372K
|
-$15.6K
|
-831
|
-4%
|
|
