|
26
|
Wells Fargo
San Francisco,
California
|
$1.77M
|
+$990K
|
+33,775
|
+148%
|
|
|
27
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$1.67M
|
-$102K
|
-3,487
|
-6%
|
|
|
28
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.58M
|
-$71.7K
|
-2,447
|
-5%
|
|
|
29
|
Surevest
Los Angeles,
California
|
$1.55M
|
+$127K
|
+4,351
|
+10%
|
|
|
30
|
IFP Advisors
Tampa,
Florida
|
$1.3M
|
+$293
|
+10
|
+0%
|
|
|
31
|
Kalos Management
Alpharetta,
Georgia
|
$1.2M
|
-$190K
|
-6,492
|
-14%
|
|
|
32
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.07M
|
+$1M
|
+34,255
|
New
|
|
|
33
|
Stephens Inc
Little Rock,
Arkansas
|
$898K
|
-$251K
|
-8,578
|
-23%
|
|
|
34
|
IHT Wealth Management
Chicago,
Illinois
|
$772K
|
-$17.8K
|
-606
|
-2%
|
|
|
35
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$744K
|
+$104K
|
+3,552
|
+18%
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$742K
|
–
|
–
|
–
|
|
|
37
|
Denver PWM
Denver,
Colorado
|
$732K
|
+$58.9K
|
+2,011
|
+10%
|
|
|
38
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$731K
|
-$34.8K
|
-1,187
|
-5%
|
|
|
39
|
Vivid Financial Management
Orcutt,
California
|
$666K
|
+$634K
|
+21,642
|
New
|
|
|
40
|
Next Financial Group
Houston,
Texas
|
$583K
|
+$10.4K
|
+355
|
+2%
|
|
|
41
|
Segment Wealth Management
Houston,
Texas
|
$572K
|
+$161K
|
+5,500
|
+43%
|
|
|
42
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$506K
|
+$490K
|
+16,719
|
New
|
|
|
43
|
Advisor Group
Phoenix,
Arizona
|
$470K
|
-$882K
|
-30,117
|
-67%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$457K
|
+$429K
|
+14,652
|
New
|
|
|
45
|
RFG Advisory
Birmingham,
Alabama
|
$451K
|
+$157K
|
+5,356
|
+59%
|
|
|
46
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$431K
|
+$18.5K
|
+631
|
+5%
|
|
|
47
|
ACG Wealth
Atlanta,
Georgia
|
$430K
|
-$127K
|
-4,332
|
-24%
|
|
|
48
|
Capstone Financial Group
Oklahoma City,
Oklahoma
|
$417K
|
+$391K
|
+13,341
|
New
|
|
|
49
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$405K
|
+$6.83K
|
+233
|
+2%
|
|
|
50
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$312K
|
+$293K
|
+9,986
|
New
|
|
