|
26
|
Landmark Wealth Management (New York)
Melville,
New York
|
$6.53M
|
+$364K
|
+7,819
|
+6%
|
|
|
27
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$6.21M
|
-$472K
|
-10,147
|
-7%
|
|
|
28
|
Journey Advisory Group
Covington,
Kentucky
|
$5.8M
|
+$3.1M
|
+66,607
|
+114%
|
|
|
29
|
Optima Capital
Beaverton,
Oregon
|
$5.57M
|
-$2.82M
|
-60,531
|
-34%
|
|
|
30
|
Elyxium Wealth
San Mateo,
California
|
$5.4M
|
+$452K
|
+9,709
|
+9%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.8M
|
-$247K
|
-5,319
|
-5%
|
|
|
32
|
Corient Private Wealth
Miami,
Florida
|
$3.99M
|
+$4.01M
|
+86,114
|
New
|
|
|
33
|
Austin Wealth Management
Austin,
Texas
|
$3.91M
|
-$20.7K
|
-444
|
-0.5%
|
|
|
34
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$3.8M
|
+$845K
|
+18,166
|
+28%
|
|
|
35
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.8M
|
+$3.81M
|
+81,952
|
New
|
|
|
36
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$3.36M
|
+$500K
|
+10,758
|
+17%
|
|
|
37
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$2.22M
|
+$71.7K
|
+1,541
|
+3%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.95M
|
-$10.9K
|
-235
|
-0.6%
|
|
|
39
|
SilverOak Wealth Management
Edina,
Minnesota
|
$1.57M
|
+$184K
|
+3,952
|
+13%
|
|
|
40
|
L & S Advisors
Los Angeles,
California
|
$1.48M
|
–
|
–
|
–
|
|
|
41
|
LPL Financial
San Diego,
California
|
$1.38M
|
+$192K
|
+4,128
|
+16%
|
|
|
42
|
Private Advisor Group
Morristown,
New Jersey
|
$1.36M
|
+$49.7K
|
+1,069
|
+4%
|
|
|
43
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.36M
|
+$46.7K
|
+1,003
|
+4%
|
|
|
44
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.32M
|
+$114K
|
+2,450
|
+9%
|
|
|
45
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.22M
|
+$8.93K
|
+192
|
+0.7%
|
|
|
46
|
Beaumont Capital Management
Boston,
Massachusetts
|
$1.22M
|
-$90.1K
|
-1,937
|
-7%
|
|
|
47
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.14M
|
+$26.4K
|
+567
|
+2%
|
|
|
48
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.1M
|
-$79.4K
|
-1,706
|
-7%
|
|
|
49
|
EntreWealth
Austin,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
50
|
|
$996K
|
+$302K
|
+6,487
|
+43%
|
|
