|
51
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$6.58M
|
-$67.5K
|
-2,003
|
-1%
|
|
|
52
|
|
$6.15M
|
-$8.19M
|
-242,936
|
-58%
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$6.08M
|
+$673K
|
+19,974
|
+13%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$6M
|
+$714K
|
+21,179
|
+14%
|
|
|
55
|
Neville Rodie & Shaw
New York
|
$5.91M
|
+$617K
|
+18,307
|
+12%
|
|
|
56
|
Fifth Third Securities
Cincinnati,
Ohio
|
$5.72M
|
-$275K
|
-8,153
|
-5%
|
|
|
57
|
Cavalier Investments
Alpharetta,
Georgia
|
$5.36M
|
–
|
–
|
–
|
|
|
58
|
Lido Advisors
Los Angeles,
California
|
$5.36M
|
+$295K
|
+8,742
|
+6%
|
|
|
59
|
Monument Capital Management
Alexandria,
Virginia
|
$5.35M
|
+$2.67M
|
+79,090
|
+108%
|
|
|
60
|
Smith Anglin Financial
Dallas,
Texas
|
$5.3M
|
+$484K
|
+14,368
|
+11%
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$5.18M
|
-$142K
|
-4,218
|
-3%
|
|
|
62
|
Sage Rhino Capital
Menlo Park,
California
|
$5.17M
|
-$221K
|
-6,545
|
-4%
|
|
|
63
|
HighTower Advisors
Chicago,
Illinois
|
$5.15M
|
-$257K
|
-7,620
|
-5%
|
|
|
64
|
Atria Wealth Solutions
New York
|
$5M
|
+$1.06M
|
+31,359
|
+28%
|
|
|
65
|
Raub Brock Capital Management
Larkspur,
California
|
$5M
|
+$4.79M
|
+142,071
|
New
|
|
|
66
|
Advisory Services Network
Atlanta,
Georgia
|
$4.87M
|
-$249K
|
-7,400
|
-5%
|
|
|
67
|
WMS Partners
Towson,
Maryland
|
$4.85M
|
-$85.3K
|
-2,529
|
-2%
|
|
|
68
|
Curi RMB Capital
Chicago,
Illinois
|
$4.66M
|
+$4.47M
|
+132,504
|
New
|
|
|
69
|
Yoder Wealth Management
Walnut Creek,
California
|
$4.32M
|
-$70.4K
|
-2,088
|
-2%
|
|
|
70
|
MBL Wealth
Charlotte,
North Carolina
|
$4.3M
|
+$1.78M
|
+52,742
|
+76%
|
|
|
71
|
Laidlaw Wealth Management
New York City,
New York
|
$4.03M
|
-$13.9K
|
-411
|
-0.4%
|
|
|
72
|
Royal Fund Management
Lady Lake,
Florida
|
$4.02M
|
+$245K
|
+7,268
|
+7%
|
|
|
73
|
Venture Visionary Partners
Sylvania,
Ohio
|
$3.93M
|
+$486K
|
+14,427
|
+15%
|
|
|
74
|
Park Avenue Securities
New York
|
$3.79M
|
+$184K
|
+5,452
|
+5%
|
|
|
75
|
Bank of New York Mellon
New York
|
$3.7M
|
+$18.9K
|
+562
|
+0.5%
|
|
