|
26
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$9.23M
|
+$5.06M
|
+208,502
|
+102%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$9.21M
|
+$2.4M
|
+98,791
|
+32%
|
|
|
28
|
RS Crum Inc
Newport Beach,
California
|
$9.19M
|
+$394K
|
+16,230
|
+4%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$9.1M
|
+$5.51M
|
+227,066
|
+126%
|
|
|
30
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.02M
|
-$519K
|
-21,426
|
-6%
|
|
|
31
|
Upper Left Wealth Management
Tampa,
Florida
|
$7.93M
|
-$358K
|
-14,757
|
-4%
|
|
|
32
|
|
$7.8M
|
+$882K
|
+36,394
|
+12%
|
|
|
33
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$7.57M
|
-$139K
|
-5,729
|
-2%
|
|
|
34
|
Leavell Investment Management
Mobile,
Alabama
|
$7.57M
|
+$318K
|
+13,124
|
+4%
|
|
|
35
|
Investment Research Partners
Lemont,
Pennsylvania
|
$7.55M
|
+$142K
|
+5,853
|
+2%
|
|
|
36
|
Fidelity Investments
Boston,
Massachusetts
|
$7.45M
|
+$8.07M
|
+332,704
|
+39,327%
|
|
|
37
|
Foguth Wealth Management
Brighton,
Michigan
|
$7.12M
|
+$358K
|
+14,753
|
+5%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$6.58M
|
+$1.67M
|
+68,820
|
+30%
|
|
|
39
|
AllianceBernstein
Nashville,
Tennessee
|
$6.53M
|
–
|
–
|
–
|
|
|
40
|
AllStreet Capital Advisors
Los Angeles,
California
|
$6.47M
|
+$125K
|
+5,163
|
+2%
|
|
|
41
|
Accordant Advisory Group
Annapolis,
Maryland
|
$6.12M
|
+$3.48M
|
+143,463
|
+110%
|
|
|
42
|
LPL Financial
San Diego,
California
|
$5.86M
|
-$1.85M
|
-76,423
|
-23%
|
|
|
43
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$5.33M
|
-$464K
|
-19,118
|
-7%
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.15M
|
+$5.59M
|
+230,648
|
New
|
|
|
45
|
Plan A Wealth
Lincoln,
Nebraska
|
$4.82M
|
+$43.4K
|
+1,790
|
+0.8%
|
|
|
46
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.66M
|
-$5.21K
|
-215
|
-0.1%
|
|
|
47
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$4.61M
|
+$908K
|
+37,448
|
+22%
|
|
|
48
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.11M
|
+$777K
|
+32,061
|
+21%
|
|
|
49
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$3.69M
|
-$262K
|
-10,789
|
-6%
|
|
|
50
|
Versant Capital Management
Phoenix,
Arizona
|
$3.54M
|
–
|
–
|
–
|
|
