|
51
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$9.42M
|
+$9.1M
|
+74,288
|
New
|
|
|
52
|
KCM Investment Advisors
Greenbrae,
California
|
$9.35M
|
+$755K
|
+6,163
|
+9%
|
|
|
53
|
RFG Holdings
Argyle,
Texas
|
$9.21M
|
-$4.19M
|
-34,264
|
-32%
|
|
|
54
|
Atria Investments
Charlotte,
North Carolina
|
$8.93M
|
+$8.62M
|
+70,428
|
New
|
|
|
55
|
Montag & Associates
Atlanta,
Georgia
|
$8.91M
|
-$86.3K
|
-705
|
-1%
|
|
|
56
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.7M
|
+$8.41M
|
+68,660
|
New
|
|
|
57
|
Avantax Advisory Services
Dallas,
Texas
|
$8.61M
|
+$2.08M
|
+16,961
|
+33%
|
|
|
58
|
Polianta Ltd
St Helier,
Jersey
|
$8.36M
|
-$1.22M
|
-10,000
|
-13%
|
|
|
59
|
Roundview Capital
Princeton,
New Jersey
|
$8.09M
|
+$367K
|
+2,997
|
+5%
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$8.04M
|
+$2.57K
|
+21
|
+0%
|
|
|
61
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.75M
|
+$7.48M
|
+61,121
|
New
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$7.57M
|
+$168K
|
+1,374
|
+2%
|
|
|
63
|
MML Investors Services
Springfield,
Massachusetts
|
$7.44M
|
+$474K
|
+3,871
|
+7%
|
|
|
64
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.17M
|
-$165K
|
-1,348
|
-2%
|
|
|
65
|
Syon Capital
San Francisco,
California
|
$6.68M
|
+$6.45M
|
+52,715
|
New
|
|
|
66
|
Pathstone Family Office
Englewood,
New Jersey
|
$6.67M
|
+$6.19M
|
+50,592
|
+2,506%
|
|
|
67
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$6.63M
|
+$2.41M
|
+19,654
|
+60%
|
|
|
68
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.82M
|
+$2.48M
|
+20,222
|
+79%
|
|
|
69
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.8M
|
+$429K
|
+3,501
|
+8%
|
|
|
70
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.8M
|
+$429K
|
+3,501
|
+8%
|
|
|
71
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$5.75M
|
+$105K
|
+860
|
+2%
|
|
|
72
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$5.57M
|
+$2.48M
|
+20,222
|
+85%
|
|
|
73
|
Regis Acquisition
Denver,
Colorado
|
$5.47M
|
–
|
–
|
–
|
|
|
74
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$5.42M
|
+$5.23M
|
+42,755
|
New
|
|
|
75
|
GoalFusion Wealth Management
Austin,
Texas
|
$5.28M
|
-$230K
|
-1,882
|
-4%
|
|
