|
51
|
Truist Financial
Charlotte,
North Carolina
|
$5.47M
|
+$4.83M
|
+98,257
|
+750%
|
|
|
52
|
Clear Trail Advisors
Houston,
Texas
|
$5.45M
|
+$5.46M
|
+110,996
|
New
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.92M
|
-$764K
|
-15,522
|
-13%
|
|
|
54
|
Elevated Capital Advisors
Sandy,
Utah
|
$4.9M
|
-$65.7K
|
-1,335
|
-1%
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$4.87M
|
-$80K
|
-1,626
|
-2%
|
|
|
56
|
Tounjian Advisory Partners
Fort Myers,
Florida
|
$4.85M
|
-$799K
|
-16,248
|
-14%
|
|
|
57
|
LifeWealth Investments
Winter Garden,
Florida
|
$4.81M
|
-$58.2K
|
-1,183
|
-1%
|
|
|
58
|
|
$4.62M
|
+$156K
|
+3,172
|
+3%
|
|
|
59
|
Bensler
Bellevue,
Washington
|
$4.59M
|
-$130K
|
-2,635
|
-3%
|
|
|
60
|
Howland Capital Management
Boston,
Massachusetts
|
$4.56M
|
-$108K
|
-2,195
|
-2%
|
|
|
61
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.55M
|
-$294K
|
-5,972
|
-6%
|
|
|
62
|
Partners Wealth Management
Carmel By The Sea,
California
|
$4.55M
|
+$1.44M
|
+29,331
|
+46%
|
|
|
63
|
Peak Asset Management
Louisville,
Colorado
|
$4.36M
|
+$448K
|
+9,114
|
+11%
|
|
|
64
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$4.32M
|
+$4.33M
|
+87,910
|
New
|
|
|
65
|
Friedenthal Financial
Marlton,
New Jersey
|
$4.21M
|
+$4.22M
|
+85,761
|
New
|
|
|
66
|
Hershey Financial Advisers
Lancaster,
Pennsylvania
|
$4.14M
|
+$4.15M
|
+84,254
|
New
|
|
|
67
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$4.09M
|
+$4.09M
|
+83,204
|
New
|
|
|
68
|
Mariner
Overland Park,
Kansas
|
$3.98M
|
+$1.45M
|
+29,548
|
+57%
|
|
|
69
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$3.8M
|
+$3.8M
|
+77,230
|
New
|
|
|
70
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.33M
|
+$296K
|
+6,016
|
+10%
|
|
|
71
|
Redwood Financial Network
Solon,
Ohio
|
$3.25M
|
-$9.2K
|
-187
|
-0.3%
|
|
|
72
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$3.19M
|
-$46.5K
|
-945
|
-1%
|
|
|
73
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.18M
|
-$121K
|
-2,459
|
-4%
|
|
|
74
|
Parsons Capital Management
Providence,
Rhode Island
|
$3.13M
|
-$5.07K
|
-103
|
-0.2%
|
|
|
75
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$3.12M
|
-$141K
|
-2,867
|
-4%
|
|
