|
26
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.49M
|
+$38K
|
+880
|
+3%
|
|
|
27
|
TRUADVICE
Sarasota,
Florida
|
$1.41M
|
-$877K
|
-20,305
|
-38%
|
|
|
28
|
Capital CS Group
Irvine,
California
|
$1.38M
|
-$173K
|
-3,999
|
-11%
|
|
|
29
|
Atria Wealth Solutions
New York
|
$1.24M
|
+$296K
|
+6,859
|
+29%
|
|
|
30
|
Apella Capital
West Hartford,
Connecticut
|
$1.2M
|
+$777
|
+18
|
+0.1%
|
|
|
31
|
Global Financial Private Client
Sarasota,
Florida
|
$1.13M
|
+$176K
|
+4,084
|
+18%
|
|
|
32
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$1.09M
|
+$149K
|
+3,455
|
+15%
|
|
|
33
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.02M
|
-$28.3K
|
-655
|
-3%
|
|
|
34
|
Argent Trust Co
Nashville,
Tennessee
|
$880K
|
-$209K
|
-4,849
|
-19%
|
|
|
35
|
Richard W. Paul & Associates
Novi,
Michigan
|
$746K
|
-$179K
|
-4,150
|
-19%
|
|
|
36
|
Citadel Advisors
Miami,
Florida
|
$657K
|
+$687K
|
+15,914
|
New
|
|
|
37
|
Aveo Capital Partners
Englewood,
Colorado
|
$550K
|
-$1.64K
|
-38
|
-0.3%
|
|
|
38
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$524K
|
-$14.7K
|
-340
|
-3%
|
|
|
39
|
Silverlake Wealth Management
Williston,
Vermont
|
$505K
|
-$43.8K
|
-1,014
|
-8%
|
|
|
40
|
Silver Oak Securities
Jackson,
Tennessee
|
$495K
|
–
|
–
|
–
|
|
|
41
|
Atomi Financial Group
New York
|
$489K
|
-$51.1K
|
-1,184
|
-9%
|
|
|
42
|
Lockerman Financial Group
Newport Beach,
California
|
$473K
|
+$166K
|
+3,836
|
+50%
|
|
|
43
|
Freedom Investment Management
Hartford,
Connecticut
|
$464K
|
+$86
|
+2
|
+0%
|
|
|
44
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$338K
|
–
|
–
|
–
|
|
|
45
|
Cetera Advisor Networks
El Segundo,
California
|
$325K
|
-$1.43K
|
-33
|
-0.4%
|
|
|
46
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$308K
|
+$16.3K
|
+377
|
+5%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$305K
|
-$3.97K
|
-92
|
-1%
|
|
|
48
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$279K
|
-$1.51K
|
-35
|
-0.5%
|
|
|
49
|
Castleview Partners
Dallas,
Texas
|
$278K
|
-$17.4K
|
-402
|
-6%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$275K
|
+$3.84K
|
+89
|
+1%
|
|
