|
26
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.96M
|
+$36.1K
|
+582
|
+1%
|
|
|
27
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$3.32M
|
+$143K
|
+2,315
|
+5%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.28M
|
+$823K
|
+13,271
|
+36%
|
|
|
29
|
Balentine LLC
Atlanta,
Georgia
|
$3.27M
|
-$31.5K
|
-509
|
-1%
|
|
|
30
|
|
$3.13M
|
+$2.99M
|
+48,314
|
New
|
|
|
31
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.98M
|
-$84K
|
-1,355
|
-3%
|
|
|
32
|
Prudential Financial
Newark,
New Jersey
|
$2.94M
|
+$147K
|
+2,372
|
+6%
|
|
|
33
|
Destiny Wealth Partners
Tavares,
Florida
|
$2.83M
|
+$155K
|
+2,508
|
+6%
|
|
|
34
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.81M
|
+$2.27M
|
+36,663
|
+541%
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.65M
|
+$423K
|
+6,824
|
+20%
|
|
|
36
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.49M
|
-$56.6K
|
-913
|
-2%
|
|
|
37
|
Convergence Financial
Columbia,
Missouri
|
$2.42M
|
+$4.4K
|
+71
|
+0.2%
|
|
|
38
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.38M
|
-$94.8K
|
-1,529
|
-4%
|
|
|
39
|
Atria Wealth Solutions
New York
|
$2.28M
|
-$666K
|
-10,743
|
-23%
|
|
|
40
|
Act Wealth Management
Plano,
Texas
|
$2.28M
|
-$47.1K
|
-760
|
-2%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$1.99M
|
+$62
|
+1
|
+0%
|
|
|
42
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.91M
|
+$75.6K
|
+1,219
|
+4%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$1.45M
|
-$558
|
-9
|
-0%
|
|
|
44
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.39M
|
-$198K
|
-3,190
|
-13%
|
|
|
45
|
CX Institutional
Auburn,
Indiana
|
$1.3M
|
-$13M
|
-209,930
|
-91%
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
$1.25M
|
–
|
–
|
–
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.21M
|
+$82.6K
|
+1,332
|
+8%
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.18M
|
-$1.24M
|
-20,031
|
-52%
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$1.12M
|
+$960K
|
+15,483
|
+826%
|
|
|
50
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.05M
|
+$67.8K
|
+1,094
|
+7%
|
|
