|
26
|
Investment Planning Advisors
Cumming,
Georgia
|
$6.24M
|
+$345K
|
+4,138
|
+6%
|
|
|
27
|
Balentine LLC
Atlanta,
Georgia
|
$6.24M
|
-$392K
|
-4,704
|
-6%
|
|
|
28
|
Unique Wealth
Clearwater,
Florida
|
$5.92M
|
-$553K
|
-6,634
|
-9%
|
|
|
29
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$5.4M
|
+$5.25M
|
+63,000
|
New
|
|
|
30
|
|
$5.25M
|
+$379K
|
+4,546
|
+8%
|
|
|
31
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.99M
|
-$297K
|
-3,556
|
-6%
|
|
|
32
|
Flow Traders U.S.
New York
|
$4.43M
|
-$71.8M
|
-861,601
|
-94%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.85M
|
+$458K
|
+5,488
|
+14%
|
|
|
34
|
Act Wealth Management
Plano,
Texas
|
$3.55M
|
+$52.1K
|
+625
|
+2%
|
|
|
35
|
Cresset Asset Management
Chicago,
Illinois
|
$3.42M
|
–
|
–
|
–
|
|
|
36
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.92M
|
-$2.92K
|
-35
|
-0.1%
|
|
|
37
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.61M
|
-$83.6K
|
-1,002
|
-3%
|
|
|
38
|
Corient Private Wealth
Miami,
Florida
|
$2.58M
|
+$3.75K
|
+45
|
+0.1%
|
|
|
39
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$2.49M
|
+$1.03M
|
+12,318
|
+74%
|
|
|
40
|
Convergence Financial
Columbia,
Missouri
|
$2.42M
|
+$1.05M
|
+12,648
|
+81%
|
|
|
41
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$2.35M
|
+$113K
|
+1,351
|
+5%
|
|
|
42
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.23M
|
-$3.43M
|
-41,131
|
-61%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$2.12M
|
+$185K
|
+2,218
|
+10%
|
|
|
44
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.08M
|
+$48.6K
|
+583
|
+2%
|
|
|
45
|
Ausdal Financial Partners
Davenport,
Iowa
|
$2.03M
|
+$808K
|
+9,693
|
+69%
|
|
|
46
|
Cooper Financial Group
Irvine,
California
|
$2.01M
|
+$52.5K
|
+630
|
+3%
|
|
|
47
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.98M
|
-$19.5K
|
-234
|
-1%
|
|
|
48
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.94M
|
-$44.8K
|
-537
|
-2%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$1.93M
|
-$20.2K
|
-242
|
-1%
|
|
|
50
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$1.82M
|
+$349K
|
+4,189
|
+25%
|
|
