|
51
|
Cavalier Investments
Alpharetta,
Georgia
|
$4.98M
|
–
|
–
|
–
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$4.95M
|
-$88.4K
|
-3,011
|
-2%
|
|
|
53
|
Neville Rodie & Shaw
New York
|
$4.88M
|
+$817K
|
+27,810
|
+23%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$4.87M
|
-$824K
|
-28,039
|
-16%
|
|
|
55
|
Advisory Services Network
Atlanta,
Georgia
|
$4.76M
|
-$283K
|
-9,642
|
-6%
|
|
|
56
|
Lido Advisors
Los Angeles,
California
|
$4.69M
|
-$1.18M
|
-40,147
|
-22%
|
|
|
57
|
WMS Partners
Towson,
Maryland
|
$4.58M
|
-$847K
|
-28,824
|
-17%
|
|
|
58
|
Smith Anglin Financial
Dallas,
Texas
|
$4.45M
|
+$4.01M
|
+136,382
|
New
|
|
|
59
|
Curi Wealth Management
Raleigh,
North Carolina
|
$4.25M
|
+$305K
|
+10,378
|
+9%
|
|
|
60
|
Yoder Wealth Management
Walnut Creek,
California
|
$4.07M
|
-$83.6K
|
-2,847
|
-2%
|
|
|
61
|
Laidlaw Wealth Management
New York City,
New York
|
$3.75M
|
-$14K
|
-475
|
-0.4%
|
|
|
62
|
Atria Wealth Solutions
New York
|
$3.62M
|
+$3.25M
|
+110,755
|
New
|
|
|
63
|
Royal Fund Management
Lady Lake,
Florida
|
$3.49M
|
+$242K
|
+8,237
|
+8%
|
|
|
64
|
Bank of New York Mellon
New York
|
$3.41M
|
-$364K
|
-12,381
|
-11%
|
|
|
65
|
Park Avenue Securities
New York
|
$3.33M
|
+$281K
|
+9,550
|
+10%
|
|
|
66
|
Stephens Inc
Little Rock,
Arkansas
|
$3.18M
|
–
|
–
|
–
|
|
|
67
|
Venture Visionary Partners
Sylvania,
Ohio
|
$3.17M
|
+$1.09M
|
+37,002
|
+61%
|
|
|
68
|
Atria Investments
Charlotte,
North Carolina
|
$3.16M
|
+$39.7K
|
+1,351
|
+1%
|
|
|
69
|
Hartford Financial Management
Hartford,
Connecticut
|
$3.15M
|
–
|
–
|
–
|
|
|
70
|
Halter Ferguson Financial
Carmel,
Indiana
|
$3.15M
|
+$2.84M
|
+96,615
|
New
|
|
|
71
|
Private Advisory Group
Redmond,
Washington
|
$3.1M
|
+$2.79M
|
+94,997
|
New
|
|
|
72
|
Walker Asset Management
Verona,
Missouri
|
$3.07M
|
-$84.6K
|
-2,880
|
-3%
|
|
|
73
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.92M
|
+$2.63M
|
+89,538
|
New
|
|
|
74
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$2.89M
|
-$23.9K
|
-813
|
-0.9%
|
|
|
75
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$2.8M
|
+$34.9K
|
+1,189
|
+1%
|
|
