|
26
|
Curtis Advisory Group
Santa Barbara,
California
|
$10.4M
|
-$1.32M
|
-13,144
|
-11%
|
|
|
27
|
49 Wealth Management
Austin,
Texas
|
$10.2M
|
-$20.2M
|
-201,322
|
-66%
|
|
|
28
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$10.1M
|
+$1.11M
|
+11,075
|
+12%
|
|
|
29
|
EP Wealth Advisors
Torrance,
California
|
$9.73M
|
+$9.72M
|
+96,931
|
New
|
|
|
30
|
|
$9.16M
|
+$9.15M
|
+91,240
|
New
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.15M
|
-$1.14M
|
-11,338
|
-11%
|
|
|
32
|
Perennial Investment Advisors
Los Angeles,
California
|
$9M
|
-$810K
|
-8,083
|
-8%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$8.65M
|
+$1.45M
|
+14,456
|
+20%
|
|
|
34
|
MGO One Seven
Beachwood,
Ohio
|
$8.57M
|
+$474K
|
+4,725
|
+6%
|
|
|
35
|
Tannin Capital
Charlotte,
North Carolina
|
$8.07M
|
+$8.06M
|
+80,425
|
New
|
|
|
36
|
Terril Brothers
St. Louis,
Missouri
|
$7.42M
|
+$227K
|
+2,260
|
+3%
|
|
|
37
|
Stapp Wealth Management
Olympia,
Washington
|
$6.49M
|
-$4.43M
|
-44,222
|
-41%
|
|
|
38
|
Altium Investment Strategies
Wesley Chapel,
Florida
|
$6.42M
|
+$6.43M
|
+64,136
|
New
|
|
|
39
|
Financial Network Wealth Advisors
Murray,
Utah
|
$6.29M
|
+$493K
|
+4,915
|
+9%
|
|
|
40
|
Highline Wealth Partners
Sherman Oaks,
California
|
$6.27M
|
+$255K
|
+2,541
|
+4%
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.15M
|
-$436K
|
-4,348
|
-7%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.71M
|
+$436K
|
+4,352
|
+8%
|
|
|
43
|
Belpointe Asset Management
Reno,
Nevada
|
$5.57M
|
-$610K
|
-6,088
|
-10%
|
|
|
44
|
Convergence Financial
Columbia,
Missouri
|
$5.17M
|
-$1.26M
|
-12,595
|
-20%
|
|
|
45
|
Bank of America
Charlotte,
North Carolina
|
$5.15M
|
-$406K
|
-4,047
|
-7%
|
|
|
46
|
Denver Wealth Management
Denver,
Colorado
|
$5.03M
|
+$938K
|
+9,353
|
+23%
|
|
|
47
|
Equitable Holdings
New York
|
$4.19M
|
+$4.2M
|
+41,854
|
New
|
|
|
48
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.05M
|
+$60.8K
|
+607
|
+2%
|
|
|
49
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$3.84M
|
+$1.04M
|
+10,342
|
+37%
|
|
|
50
|
|
$3.8M
|
+$3.8M
|
+37,864
|
New
|
|
