|
26
|
|
$1.69M
|
+$1.69M
|
+31,938
|
New
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.52M
|
+$1.51M
|
+28,639
|
New
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$357K
|
+6,755
|
+31%
|
|
|
29
|
VisionPoint Advisory Group
Dallas,
Texas
|
$1.47M
|
+$184K
|
+3,495
|
+14%
|
|
|
30
|
Atria Wealth Solutions
New York
|
$1.41M
|
+$1.41M
|
+26,696
|
New
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$1.41M
|
+$30.8K
|
+584
|
+2%
|
|
|
32
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.41M
|
+$1.4M
|
+26,578
|
New
|
|
|
33
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$1.4M
|
+$874K
|
+16,561
|
+168%
|
|
|
34
|
Ocean Park Asset Management
Santa Monica,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
35
|
Adams Wealth Management
Logan,
Utah
|
$1.21M
|
-$11.7K
|
-221
|
-1%
|
|
|
36
|
CacheTech Inc
Logan,
Utah
|
$1.21M
|
+$1.21M
|
+22,850
|
New
|
|
|
37
|
Trademark Financial Management
Bloomington,
Minnesota
|
$1.18M
|
+$364K
|
+6,902
|
+45%
|
|
|
38
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.18M
|
-$6.81K
|
-129
|
-0.6%
|
|
|
39
|
Advisor OS
Chicago,
Illinois
|
$1.08M
|
+$158
|
+3
|
+0%
|
|
|
40
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.04M
|
+$1.04M
|
+19,653
|
New
|
|
|
41
|
TAP Consulting
Kirkwood,
Missouri
|
$970K
|
+$214K
|
+4,063
|
+28%
|
|
|
42
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$865K
|
+$371K
|
+7,028
|
+75%
|
|
|
43
|
Arete Wealth Advisors
Chicago,
Illinois
|
$703K
|
+$701K
|
+13,282
|
New
|
|
|
44
|
Beam Wealth Advisors
Covington,
Louisiana
|
$687K
|
+$685K
|
+12,973
|
New
|
|
|
45
|
TCP Asset Management
Columbus,
Ohio
|
$670K
|
-$253K
|
-4,786
|
-27%
|
|
|
46
|
Allen Capital Group
Grand Island,
Nebraska
|
$660K
|
+$244K
|
+4,619
|
+59%
|
|
|
47
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$630K
|
+$628K
|
+11,906
|
New
|
|
|
48
|
Symphony Financial
Houston,
Texas
|
$600K
|
+$10.2K
|
+194
|
+2%
|
|
|
49
|
Fulcrum Equity Management
Plano,
Texas
|
$591K
|
+$589K
|
+11,163
|
New
|
|
|
50
|
Bay Colony Advisors
Concord,
Massachusetts
|
$547K
|
+$546K
|
+10,341
|
New
|
|
