|
26
|
Strata Wealth Advisors
Dallas,
Texas
|
$5.2M
|
-$129K
|
-5,029
|
-2%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.86M
|
+$4.7M
|
+184,054
|
+3,916%
|
|
|
28
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$4.48M
|
+$4.44M
|
+173,767
|
New
|
|
|
29
|
|
$4.48M
|
+$4.44M
|
+173,767
|
New
|
|
|
30
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.13M
|
+$4.1M
|
+160,363
|
New
|
|
|
31
|
|
$4.13M
|
+$4.1M
|
+160,302
|
New
|
|
|
32
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$4.12M
|
+$1.15M
|
+45,000
|
+39%
|
|
|
33
|
Simplicity Wealth
Summit,
New Jersey
|
$4.12M
|
+$4.08M
|
+159,745
|
New
|
|
|
34
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.07M
|
+$4.04M
|
+157,865
|
New
|
|
|
35
|
Beta Wealth Group
San Diego,
California
|
$4.04M
|
-$8.43M
|
-329,608
|
-68%
|
|
|
36
|
Delta Investment Management
San Francisco,
California
|
$3.64M
|
+$2.81M
|
+109,836
|
+351%
|
|
|
37
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$3.05M
|
+$2.33M
|
+91,279
|
+337%
|
|
|
38
|
Castle Wealth Management
West Palm Beach,
Florida
|
$2.97M
|
+$2.95M
|
+115,298
|
New
|
|
|
39
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.61M
|
+$2.59M
|
+101,451
|
New
|
|
|
40
|
Private Advisor Group
Morristown,
New Jersey
|
$2.4M
|
-$906K
|
-35,441
|
-28%
|
|
|
41
|
Menard Financial Group
Houston,
Texas
|
$2.35M
|
+$2.33M
|
+91,174
|
New
|
|
|
42
|
GeoWealth Management
Chicago,
Illinois
|
$2.26M
|
+$2.25M
|
+87,919
|
New
|
|
|
43
|
Atria Investments
Charlotte,
North Carolina
|
$2.14M
|
+$2.13M
|
+83,198
|
New
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.14M
|
+$1.72M
|
+67,143
|
+421%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.04M
|
+$2.03M
|
+79,383
|
New
|
|
|
46
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$1.91M
|
-$196K
|
-7,649
|
-9%
|
|
|
47
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.86M
|
+$1.44M
|
+56,509
|
+358%
|
|
|
48
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.83M
|
+$826K
|
+32,295
|
+83%
|
|
|
49
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.74M
|
+$1.73M
|
+67,509
|
New
|
|
|
50
|
PAX Financial Group
San Antonio,
Texas
|
$1.68M
|
+$1.67M
|
+65,266
|
New
|
|
