|
26
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$4.9M
|
+$242K
|
+3,777
|
+6%
|
|
|
27
|
Destiny Wealth Partners
Tavares,
Florida
|
$4M
|
+$220K
|
+3,420
|
+6%
|
|
|
28
|
|
$3.73M
|
+$3.47M
|
+54,091
|
New
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$3.69M
|
-$148K
|
-2,305
|
-4%
|
|
|
30
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$3.12M
|
-$568K
|
-8,855
|
-16%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.04M
|
+$1.05M
|
+16,390
|
+59%
|
|
|
32
|
Raymond James Financial
St Petersburg,
Florida
|
$2.91M
|
+$1.07M
|
+16,629
|
+65%
|
|
|
33
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.84M
|
+$113K
|
+1,759
|
+4%
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.76M
|
-$160K
|
-2,492
|
-6%
|
|
|
35
|
Cresset Asset Management
Chicago,
Illinois
|
$2.76M
|
–
|
–
|
–
|
|
|
36
|
Act Wealth Management
Plano,
Texas
|
$2.73M
|
+$199K
|
+3,095
|
+8%
|
|
|
37
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.54M
|
-$69.4K
|
-1,081
|
-3%
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$2.49M
|
-$6.9M
|
-107,482
|
-75%
|
|
|
39
|
Foronjy Financial
Santa Barbara,
California
|
$2.44M
|
+$2.27M
|
+35,332
|
New
|
|
|
40
|
Convergence Financial
Columbia,
Missouri
|
$2.21M
|
+$39.1K
|
+609
|
+2%
|
|
|
41
|
Atria Wealth Solutions
New York
|
$2.21M
|
+$25.9K
|
+403
|
+1%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$2.08M
|
+$3.34K
|
+52
|
+0.2%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.87M
|
+$311K
|
+4,840
|
+22%
|
|
|
44
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.83M
|
+$34.2K
|
+533
|
+2%
|
|
|
45
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.76M
|
-$1.26M
|
-19,571
|
-43%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$1.74M
|
-$23.8K
|
-371
|
-1%
|
|
|
47
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.63M
|
-$27.3K
|
-426
|
-2%
|
|
|
48
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.55M
|
-$27K
|
-420
|
-2%
|
|
|
49
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.39M
|
+$145K
|
+2,251
|
+13%
|
|
|
50
|
Mercer Global Advisors
Denver,
Colorado
|
$1.34M
|
–
|
–
|
–
|
|
