|
26
|
Unique Wealth
Clearwater,
Florida
|
$5.74M
|
-$153K
|
-1,947
|
-3%
|
|
|
27
|
Foronjy Financial
Santa Barbara,
California
|
$5.62M
|
+$275K
|
+3,515
|
+5%
|
|
|
28
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.23M
|
+$2.35M
|
+29,967
|
+77%
|
|
|
29
|
Investment Planning Advisors
Cumming,
Georgia
|
$5.21M
|
+$2.08M
|
+26,478
|
+63%
|
|
|
30
|
Financial Consulate
Hunt Valley,
Maryland
|
$5.08M
|
+$1.75M
|
+22,307
|
+50%
|
|
|
31
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.71M
|
-$108K
|
-1,373
|
-2%
|
|
|
32
|
|
$4.29M
|
+$3.64M
|
+46,499
|
+457%
|
|
|
33
|
Raymond James Financial
St Petersburg,
Florida
|
$4.03M
|
+$298K
|
+3,798
|
+8%
|
|
|
34
|
Act Wealth Management
Plano,
Texas
|
$3.09M
|
+$106K
|
+1,353
|
+3%
|
|
|
35
|
Cresset Asset Management
Chicago,
Illinois
|
$3.03M
|
–
|
–
|
–
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.99M
|
+$341K
|
+4,349
|
+12%
|
|
|
37
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.6M
|
+$54.6K
|
+697
|
+2%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.49M
|
-$106K
|
-1,347
|
-4%
|
|
|
39
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.38M
|
-$40.4K
|
-516
|
-2%
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$2.32M
|
+$1.31M
|
+16,742
|
+121%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$2.28M
|
–
|
–
|
–
|
|
|
42
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$2.04M
|
+$2.11M
|
+26,923
|
New
|
|
|
43
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.98M
|
+$341K
|
+4,355
|
+20%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.89M
|
+$1.96M
|
+25,022
|
New
|
|
|
45
|
GTS Securities
Miami,
Florida
|
$1.8M
|
+$1.86M
|
+23,762
|
New
|
|
|
46
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.79M
|
+$14.1K
|
+180
|
+0.8%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$1.79M
|
-$52.3M
|
-667,158
|
-97%
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77M
|
+$27.2K
|
+347
|
+2%
|
|
|
49
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.76M
|
-$117K
|
-1,495
|
-6%
|
|
|
50
|
Cooper Financial Group
Irvine,
California
|
$1.73M
|
+$1.79M
|
+22,800
|
New
|
|
