|
26
|
Truist Financial
Charlotte,
North Carolina
|
$2.82M
|
+$315K
|
+11,990
|
+13%
|
|
|
27
|
|
$2.81M
|
+$1.64M
|
+62,269
|
+141%
|
|
|
28
|
Royal Harbor Partners
Houston,
Texas
|
$2.73M
|
+$945K
|
+35,962
|
+53%
|
|
|
29
|
Principal Securities
Des Moines,
Iowa
|
$2.59M
|
+$704K
|
+26,816
|
+37%
|
|
|
30
|
PUREfi Wealth
Boston,
Massachusetts
|
$2.58M
|
-$8.76M
|
-333,583
|
-77%
|
|
|
31
|
|
$2.44M
|
-$679K
|
-25,845
|
-22%
|
|
|
32
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.21M
|
+$1.37M
|
+52,145
|
+164%
|
|
|
33
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$2.15M
|
+$430K
|
+16,388
|
+25%
|
|
|
34
|
Kestra Advisory Services
Austin,
Texas
|
$2.13M
|
-$3.72M
|
-141,725
|
-64%
|
|
|
35
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.08M
|
+$137K
|
+5,214
|
+7%
|
|
|
36
|
Beta Wealth Group
San Diego,
California
|
$1.98M
|
-$349K
|
-13,304
|
-15%
|
|
|
37
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.92M
|
+$1.35M
|
+51,496
|
+240%
|
|
|
38
|
Armis Advisers
Atlanta,
Georgia
|
$1.88M
|
+$752K
|
+28,641
|
+67%
|
|
|
39
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.82M
|
+$213K
|
+8,115
|
+13%
|
|
|
40
|
Simplicity Wealth
Summit,
New Jersey
|
$1.81M
|
-$457K
|
-17,398
|
-20%
|
|
|
41
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.74M
|
+$353K
|
+13,446
|
+26%
|
|
|
42
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$1.64M
|
-$10K
|
-381
|
-0.6%
|
|
|
43
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$1.55M
|
–
|
–
|
–
|
|
|
44
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.55M
|
-$80.2K
|
-3,055
|
-5%
|
|
|
45
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.31M
|
-$307K
|
-11,706
|
-19%
|
|
|
46
|
SEI Investments
Oaks,
Pennsylvania
|
$1.27M
|
+$658K
|
+25,040
|
+108%
|
|
|
47
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.26M
|
+$149K
|
+5,663
|
+13%
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.23M
|
+$1.23M
|
+46,684
|
New
|
|
|
49
|
|
$1.23M
|
-$499K
|
-19,018
|
-29%
|
|
|
50
|
&Partners
Nashville,
Tennessee
|
$1.21M
|
+$687K
|
+26,150
|
+132%
|
|
