|
26
|
Investment Research Partners
Lemont,
Pennsylvania
|
$6.5M
|
+$6.23M
|
+296,882
|
New
|
|
|
27
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$5.97M
|
+$73.6K
|
+3,503
|
+1%
|
|
|
28
|
Blue Trust Inc
Alpharetta,
Georgia
|
$5.89M
|
+$380K
|
+18,120
|
+7%
|
|
|
29
|
Leavell Investment Management
Mobile,
Alabama
|
$5.73M
|
+$756K
|
+36,017
|
+16%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$5.3M
|
-$179K
|
-8,518
|
-3%
|
|
|
31
|
New York Life Investment Management
New York
|
$5.14M
|
+$2.47M
|
+117,755
|
+97%
|
|
|
32
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.05M
|
-$64.2K
|
-3,059
|
-1%
|
|
|
33
|
Apella Capital
West Hartford,
Connecticut
|
$4.27M
|
+$4.1M
|
+195,133
|
New
|
|
|
34
|
SigFig Wealth Management
San Francisco,
California
|
$4.11M
|
-$5.1K
|
-243
|
-0.1%
|
|
|
35
|
Plan A Wealth
Lincoln,
Nebraska
|
$4.07M
|
+$635K
|
+30,232
|
+19%
|
|
|
36
|
AllianceBernstein
Nashville,
Tennessee
|
$3.77M
|
–
|
–
|
–
|
|
|
37
|
|
$3.39M
|
+$1.12M
|
+53,299
|
+51%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$3.36M
|
+$231K
|
+11,009
|
+8%
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.26M
|
-$10.8K
|
-513
|
-0.3%
|
|
|
40
|
Aldebaran Capital
Carmel,
Indiana
|
$3.21M
|
-$20.5K
|
-978
|
-0.7%
|
|
|
41
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$3.07M
|
-$91.3K
|
-4,347
|
-3%
|
|
|
42
|
Empowered Funds
Havertown,
Pennsylvania
|
$2.84M
|
+$2.76M
|
+131,642
|
New
|
|
|
43
|
American Financial & Tax Strategies
New York
|
$2.75M
|
-$57.8K
|
-2,755
|
-2%
|
|
|
44
|
Pitcairn
Conshohocken,
Pennsylvania
|
$2.75M
|
-$1.25M
|
-59,635
|
-32%
|
|
|
45
|
Vise Technologies
New York
|
$2.57M
|
-$1.46M
|
-69,735
|
-37%
|
|
|
46
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.23M
|
+$463K
|
+22,058
|
+27%
|
|
|
47
|
Manske Wealth Management
Houston,
Texas
|
$2M
|
-$36.2K
|
-1,726
|
-2%
|
|
|
48
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$1.89M
|
+$1.84M
|
+87,812
|
New
|
|
|
49
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.81M
|
-$170K
|
-8,087
|
-9%
|
|
|
50
|
K2 Financial
Glendora,
California
|
$1.78M
|
+$69.5K
|
+3,312
|
+4%
|
|
