|
26
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$7.22M
|
+$89.7K
|
+1,536
|
+1%
|
|
|
27
|
Wealth Forward LLC
Fargo,
North Dakota
|
$6.57M
|
-$21.9K
|
-375
|
-0.4%
|
|
|
28
|
Bell Investment Advisors
Oakland,
California
|
$6.44M
|
-$1.13M
|
-19,317
|
-16%
|
|
|
29
|
Elevation Capital Advisory
Bend,
Oregon
|
$6.09M
|
+$5.78M
|
+98,905
|
New
|
|
|
30
|
NBT Bank
Norwich,
New York
|
$6.09M
|
+$114K
|
+1,948
|
+2%
|
|
|
31
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$6.06M
|
-$78.2K
|
-1,339
|
-1%
|
|
|
32
|
Eight 31 Financial
Midland,
Texas
|
$6.05M
|
-$33.6K
|
-576
|
-0.6%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$5.96M
|
-$152K
|
-2,608
|
-3%
|
|
|
34
|
Unique Wealth
Clearwater,
Florida
|
$5.74M
|
+$457K
|
+7,833
|
+9%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.56M
|
+$1.2M
|
+20,621
|
+30%
|
|
|
36
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$5.55M
|
+$47K
|
+804
|
+0.9%
|
|
|
37
|
Lodestar Private Asset Management
Alamo,
California
|
$5.47M
|
+$737K
|
+12,614
|
+17%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.38M
|
+$26.6K
|
+456
|
+0.5%
|
|
|
39
|
Kestra Advisory Services
Austin,
Texas
|
$5.3M
|
+$320K
|
+5,486
|
+7%
|
|
|
40
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$5.22M
|
+$123K
|
+2,099
|
+3%
|
|
|
41
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.04M
|
-$2.98M
|
-51,036
|
-38%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$4.78M
|
-$356K
|
-6,089
|
-7%
|
|
|
43
|
GeoWealth Management
Chicago,
Illinois
|
$4.67M
|
+$434K
|
+7,426
|
+11%
|
|
|
44
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$4.56M
|
-$49.8K
|
-852
|
-1%
|
|
|
45
|
First Foundation Advisors
Irvine,
California
|
$4.45M
|
+$12.5K
|
+214
|
+0.3%
|
|
|
46
|
Weaver Consulting Group
Huntington Beach,
California
|
$4.42M
|
+$21.6K
|
+370
|
+0.5%
|
|
|
47
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$4.25M
|
-$286K
|
-4,899
|
-7%
|
|
|
48
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$3.95M
|
-$21.9K
|
-375
|
-0.6%
|
|
|
49
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.93M
|
+$412K
|
+7,054
|
+12%
|
|
|
50
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$3.92M
|
+$570K
|
+9,763
|
+18%
|
|
