|
26
|
Upper Left Wealth Management
Tampa,
Florida
|
$6.2M
|
+$343K
|
+15,420
|
+5%
|
|
|
27
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.98M
|
-$112K
|
-5,028
|
-2%
|
|
|
28
|
Investment Research Partners
Lemont,
Pennsylvania
|
$5.97M
|
+$200K
|
+9,002
|
+3%
|
|
|
29
|
Blue Trust Inc
Alpharetta,
Georgia
|
$5.74M
|
+$449K
|
+20,171
|
+7%
|
|
|
30
|
AllStreet Capital Advisors
Los Angeles,
California
|
$5.61M
|
+$6.39M
|
+287,347
|
New
|
|
|
31
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$5.41M
|
+$4.65K
|
+209
|
+0.1%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$4.76M
|
-$46.8K
|
-2,105
|
-0.9%
|
|
|
33
|
New York Life Investment Management
New York
|
$4.71M
|
+$55K
|
+2,472
|
+1%
|
|
|
34
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.37M
|
-$238K
|
-10,701
|
-5%
|
|
|
35
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$4.36M
|
+$4.96M
|
+223,184
|
New
|
|
|
36
|
Plan A Wealth
Lincoln,
Nebraska
|
$3.96M
|
+$302K
|
+13,563
|
+7%
|
|
|
37
|
SigFig Wealth Management
San Francisco,
California
|
$3.53M
|
-$223K
|
-10,018
|
-5%
|
|
|
38
|
Apella Capital
West Hartford,
Connecticut
|
$3.49M
|
-$369K
|
-16,581
|
-8%
|
|
|
39
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$3.43M
|
+$3.91M
|
+175,776
|
New
|
|
|
40
|
AllianceBernstein
Nashville,
Tennessee
|
$3.42M
|
–
|
–
|
–
|
|
|
41
|
LPL Financial
San Diego,
California
|
$3.19M
|
+$167K
|
+7,492
|
+5%
|
|
|
42
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
$2.97M
|
+$3.39M
|
+152,298
|
New
|
|
|
43
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$2.93M
|
+$3.34M
|
+150,000
|
New
|
|
|
44
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.92M
|
-$77.7K
|
-3,496
|
-2%
|
|
|
45
|
Aldebaran Capital
Carmel,
Indiana
|
$2.81M
|
-$112K
|
-5,022
|
-3%
|
|
|
46
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.81M
|
+$1.52M
|
+68,563
|
+91%
|
|
|
47
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.81M
|
+$3.2M
|
+143,899
|
New
|
|
|
48
|
|
$2.56M
|
-$585K
|
-26,306
|
-17%
|
|
|
49
|
American Financial & Tax Strategies
New York
|
$2.46M
|
-$41.6K
|
-1,873
|
-1%
|
|
|
50
|
Invested Advisors
State College,
Pennsylvania
|
$2.33M
|
+$2.66M
|
+119,502
|
New
|
|
