|
51
|
Summit Financial
Parsippany,
New Jersey
|
$4.57M
|
+$4.51M
|
+268,639
|
New
|
|
|
52
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.49M
|
-$382K
|
-22,754
|
-8%
|
|
|
53
|
PFG Investments
Woodbury,
New York
|
$4.43M
|
+$90.7K
|
+5,401
|
+2%
|
|
|
54
|
NWF Advisory Services
Los Angeles,
California
|
$4.32M
|
-$193K
|
-11,500
|
-4%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$4.11M
|
+$19.8K
|
+1,181
|
+0.5%
|
|
|
56
|
Independent Financial Group
San Diego,
California
|
$4.08M
|
-$810K
|
-48,211
|
-17%
|
|
|
57
|
Concurrent Investment Advisors
Tampa,
Florida
|
$3.83M
|
-$174K
|
-10,375
|
-4%
|
|
|
58
|
Mariner
Overland Park,
Kansas
|
$3.69M
|
+$95.8K
|
+5,706
|
+3%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$3.6M
|
+$665K
|
+39,601
|
+23%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.32M
|
+$148K
|
+8,832
|
+5%
|
|
|
61
|
HBW Advisory Services
Simi Valley,
California
|
$3.3M
|
-$28.6K
|
-1,702
|
-0.9%
|
|
|
62
|
Wealthfront Advisers
Palo Alto,
California
|
$3.3M
|
-$141K
|
-8,395
|
-4%
|
|
|
63
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.3M
|
-$907K
|
-54,023
|
-22%
|
|
|
64
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$3.26M
|
+$678K
|
+40,381
|
+27%
|
|
|
65
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$3.23M
|
–
|
–
|
–
|
|
|
66
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.09M
|
+$230K
|
+13,699
|
+8%
|
|
|
67
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.07M
|
-$114K
|
-6,805
|
-4%
|
|
|
68
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$3.04M
|
+$285K
|
+16,981
|
+11%
|
|
|
69
|
Diversify Advisory Services
Sandy,
Utah
|
$3M
|
+$6.57K
|
+391
|
+0.2%
|
|
|
70
|
Anchor Capital Management Group
Aliso Viejo,
California
|
$2.88M
|
–
|
–
|
–
|
|
|
71
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.86M
|
+$2.48M
|
+147,434
|
+704%
|
|
|
72
|
Creative Planning
Overland Park,
Kansas
|
$2.85M
|
+$475K
|
+28,290
|
+20%
|
|
|
73
|
Wedbush Securities
Los Angeles,
California
|
$2.83M
|
-$113K
|
-6,710
|
-4%
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.78M
|
+$464K
|
+27,600
|
+20%
|
|
|
75
|
Redwood Financial Network
Solon,
Ohio
|
$2.77M
|
-$20.4K
|
-1,217
|
-0.7%
|
|
