|
26
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.55M
|
-$518K
|
-12,620
|
-7%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.38M
|
-$801K
|
-19,504
|
-11%
|
|
|
28
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$6.83M
|
-$3.05M
|
-74,362
|
-33%
|
|
|
29
|
Avantax Advisory Services
Dallas,
Texas
|
$6.76M
|
-$37.8K
|
-921
|
-0.6%
|
|
|
30
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$6.5M
|
+$4.49M
|
+109,253
|
+334%
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.24M
|
+$36K
|
+878
|
+0.7%
|
|
|
32
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$5.35M
|
+$4.79M
|
+116,787
|
New
|
|
|
33
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$5M
|
-$58.5K
|
-1,426
|
-1%
|
|
|
34
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.94M
|
+$183K
|
+4,447
|
+4%
|
|
|
35
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4.7M
|
+$31.2K
|
+761
|
+0.7%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$4.26M
|
-$166K
|
-4,047
|
-4%
|
|
|
37
|
The Wealth Group
Eden Prairie,
Minnesota
|
$3.73M
|
-$41.8K
|
-1,018
|
-1%
|
|
|
38
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.66M
|
+$45K
|
+1,096
|
+1%
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3.2M
|
+$1.11K
|
+27
|
+0%
|
|
|
40
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.17M
|
-$88.8K
|
-2,162
|
-3%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$3.04M
|
+$74.7K
|
+1,819
|
+3%
|
|
|
42
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$2.93M
|
-$3.01M
|
-73,205
|
-53%
|
|
|
43
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$2.86M
|
+$944
|
+23
|
+0%
|
|
|
44
|
PFG Advisors
Phoenix,
Arizona
|
$2.83M
|
+$575K
|
+14,013
|
+29%
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.8M
|
-$8.54K
|
-208
|
-0.3%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$2.6M
|
-$24.6K
|
-599
|
-1%
|
|
|
47
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.5M
|
+$1.05M
|
+25,626
|
+88%
|
|
|
48
|
XML Financial
Bethesda,
Maryland
|
$2.36M
|
+$70.2K
|
+1,710
|
+3%
|
|
|
49
|
Advyzon Investment Management
Lisle,
Illinois
|
$2.29M
|
+$2.06M
|
+50,115
|
New
|
|
|
50
|
Delos Wealth Advisors
Dallas,
Texas
|
$2.28M
|
-$129K
|
-3,134
|
-6%
|
|
