|
26
|
Connectus Wealth
Cincinnati,
Ohio
|
$6.24M
|
-$432K
|
-3,218
|
-7%
|
|
|
27
|
Centaurus Financial
Anaheim,
California
|
$6.12M
|
+$554K
|
+4,126
|
+10%
|
|
|
28
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$6.09M
|
-$117K
|
-871
|
-2%
|
|
|
29
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6.04M
|
+$182K
|
+1,355
|
+3%
|
|
|
30
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$6.04M
|
+$668K
|
+4,981
|
+13%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$6M
|
+$71.2K
|
+531
|
+1%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$5.95M
|
-$111K
|
-824
|
-2%
|
|
|
33
|
Buska Wealth Management
Wausau,
Wisconsin
|
$5.76M
|
+$5.5M
|
+40,964
|
New
|
|
|
34
|
Bourgeon Capital Management
Darien,
Connecticut
|
$5.43M
|
-$2.68K
|
-20
|
-0.1%
|
|
|
35
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.35M
|
+$5.24M
|
+39,067
|
New
|
|
|
36
|
Lido Advisors
Los Angeles,
California
|
$5.34M
|
+$328K
|
+2,443
|
+7%
|
|
|
37
|
CoreCap Advisors
Southfield,
Michigan
|
$5.19M
|
+$1.23M
|
+9,194
|
+33%
|
|
|
38
|
FLC Capital Advisors
Palm Desert,
California
|
$5.06M
|
+$225K
|
+1,676
|
+5%
|
|
|
39
|
BNP Paribas Financial Markets
Paris,
France
|
$5.03M
|
+$235K
|
+1,752
|
+5%
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.3M
|
-$7.24M
|
-53,984
|
-64%
|
|
|
41
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$4.03M
|
+$381K
|
+2,843
|
+11%
|
|
|
42
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.92M
|
+$875K
|
+6,519
|
+31%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$3.9M
|
-$278K
|
-2,073
|
-7%
|
|
|
44
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$3.7M
|
+$92.8K
|
+692
|
+3%
|
|
|
45
|
Cetera Advisors
Denver,
Colorado
|
$3.58M
|
+$1.47M
|
+10,979
|
+76%
|
|
|
46
|
Corient Private Wealth
Miami,
Florida
|
$3.57M
|
+$2.85M
|
+21,256
|
+449%
|
|
|
47
|
Atria Wealth Solutions
New York
|
$3.56M
|
+$754K
|
+5,619
|
+29%
|
|
|
48
|
HBW Advisory Services
Simi Valley,
California
|
$3.37M
|
–
|
–
|
–
|
|
|
49
|
Scarborough Advisors
Annapolis,
Maryland
|
$3.33M
|
+$242K
|
+1,803
|
+8%
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
$2.96M
|
-$1.52M
|
-11,313
|
-35%
|
|
