|
26
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.01M
|
+$225K
|
+9,739
|
+29%
|
|
|
27
|
Lodestone Wealth Management
Spokane,
Washington
|
$935K
|
+$79.1K
|
+3,431
|
+10%
|
|
|
28
|
Mills Wealth Advisors
Southlake,
Texas
|
$933K
|
+$157K
|
+6,807
|
+21%
|
|
|
29
|
Tortoise Investment Management
White Plains,
New York
|
$769K
|
+$23.1K
|
+1,000
|
+3%
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$683K
|
+$2.79K
|
+121
|
+0.4%
|
|
|
31
|
|
$596K
|
+$39.8K
|
+1,724
|
+8%
|
|
|
32
|
|
$551K
|
+$525K
|
+22,740
|
New
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$550K
|
+$474K
|
+20,545
|
+956%
|
|
|
34
|
Evanson Asset Management
Carmel,
California
|
$550K
|
+$117K
|
+5,060
|
+29%
|
|
|
35
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$544K
|
+$31.1K
|
+1,350
|
+6%
|
|
|
36
|
WealthSource Partners
San Luis Obispo,
California
|
$539K
|
-$40.7K
|
-1,764
|
-7%
|
|
|
37
|
Arrowroot Family Office
Marina Del Rey,
California
|
$493K
|
+$469K
|
+20,328
|
New
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$446K
|
+$74.1K
|
+3,212
|
+21%
|
|
|
39
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$444K
|
+$15.8K
|
+685
|
+4%
|
|
|
40
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$440K
|
+$179K
|
+7,751
|
+75%
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$430K
|
+$157K
|
+6,801
|
+62%
|
|
|
42
|
Citadel Advisors
Miami,
Florida
|
$382K
|
+$363K
|
+15,741
|
New
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$359K
|
-$5.28K
|
-229
|
-2%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$329K
|
+$25.4K
|
+1,102
|
+9%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$323K
|
+$2.81K
|
+122
|
+0.9%
|
|
|
46
|
Schubert & Co
Mckinney,
Texas
|
$312K
|
+$10.2K
|
+441
|
+4%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$301K
|
+$51.4K
|
+2,229
|
+22%
|
|
|
48
|
Envision Financial Planning
Memphis,
Tennessee
|
$219K
|
+$209K
|
+9,049
|
New
|
|
|
49
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$214K
|
+$204K
|
+8,829
|
New
|
|
|
50
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$48.1K
|
–
|
–
|
–
|
|
