|
26
|
Truist Financial
Charlotte,
North Carolina
|
$3.16M
|
+$165K
|
+2,846
|
+6%
|
|
|
27
|
RFG Advisory
Birmingham,
Alabama
|
$2.71M
|
+$334K
|
+5,757
|
+14%
|
|
|
28
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$2.7M
|
+$2.15M
|
+37,068
|
+442%
|
|
|
29
|
TownSquare Capital
Provo,
Utah
|
$2.46M
|
+$526K
|
+9,065
|
+28%
|
|
|
30
|
Goodman Financial
Houston,
Texas
|
$2.46M
|
+$479K
|
+8,254
|
+25%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.41M
|
+$1.04M
|
+17,870
|
+79%
|
|
|
32
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.31M
|
+$882K
|
+15,193
|
+64%
|
|
|
33
|
SC&H Financial Advisors
Sparks,
Maryland
|
$2.06M
|
+$918K
|
+15,808
|
+84%
|
|
|
34
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2M
|
+$1.39M
|
+23,964
|
+250%
|
|
|
35
|
KFG Wealth Management
Granger,
Indiana
|
$1.95M
|
+$563K
|
+9,692
|
+42%
|
|
|
36
|
FMB Wealth Management
Westlake Village,
California
|
$1.87M
|
+$36K
|
+621
|
+2%
|
|
|
37
|
Investment Advisory Group
Hanover,
Massachusetts
|
$1.77M
|
+$1.42M
|
+24,403
|
+457%
|
|
|
38
|
Morton Capital Management
Calabasas,
California
|
$1.61M
|
+$817K
|
+14,066
|
+108%
|
|
|
39
|
|
$1.61M
|
+$1.57M
|
+27,060
|
New
|
|
|
40
|
Farther Finance Advisors
San Francisco,
California
|
$1.46M
|
+$1.27M
|
+21,926
|
+862%
|
|
|
41
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.33M
|
+$1.3M
|
+22,381
|
New
|
|
|
42
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.18M
|
+$11K
|
+190
|
+1%
|
|
|
43
|
Truepoint Inc
Cincinnati,
Ohio
|
$1M
|
+$625K
|
+10,766
|
+176%
|
|
|
44
|
Hemington Wealth Management
Falls Church,
Virginia
|
$969K
|
–
|
–
|
–
|
|
|
45
|
CreativeOne Wealth
Overland Park,
Kansas
|
$899K
|
-$108K
|
-1,859
|
-11%
|
|
|
46
|
Gould Asset Management
Claremont,
California
|
$880K
|
+$213K
|
+3,671
|
+33%
|
|
|
47
|
LRI Investments
Palm Beach Gardens,
Florida
|
$831K
|
-$23.3K
|
-401
|
-3%
|
|
|
48
|
Freedom Investment Management
Hartford,
Connecticut
|
$809K
|
+$59.8K
|
+1,031
|
+8%
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$788K
|
+$768K
|
+13,232
|
New
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$740K
|
+$356K
|
+6,138
|
+97%
|
|
