|
26
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
+$163K
|
+6,313
|
+17%
|
|
|
27
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.11M
|
-$36K
|
-1,391
|
-3%
|
|
|
28
|
Evanson Asset Management
Carmel,
California
|
$1.09M
|
+$135K
|
+5,225
|
+15%
|
|
|
29
|
|
$1M
|
+$61.1K
|
+2,364
|
+7%
|
|
|
30
|
Schubert & Co
Mckinney,
Texas
|
$994K
|
+$486K
|
+18,793
|
+103%
|
|
|
31
|
Tortoise Investment Management
White Plains,
New York
|
$973K
|
-$94K
|
-3,635
|
-9%
|
|
|
32
|
HM Payson & Co
Portland,
Maine
|
$901K
|
+$22K
|
+850
|
+3%
|
|
|
33
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$771K
|
+$6.75K
|
+261
|
+0.9%
|
|
|
34
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$705K
|
+$13.5K
|
+522
|
+2%
|
|
|
35
|
Altiora Financial Group
Lebanon,
Ohio
|
$685K
|
+$659K
|
+25,480
|
New
|
|
|
36
|
RCS Financial Planning
Annapolis,
Maryland
|
$515K
|
-$10K
|
-388
|
-2%
|
|
|
37
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$508K
|
-$38K
|
-1,472
|
-7%
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$497K
|
+$92.5K
|
+3,579
|
+24%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$455K
|
-$316K
|
-12,222
|
-42%
|
|
|
40
|
Two West Capital Advisors
Overland Park,
Kansas
|
$446K
|
+$13.5K
|
+521
|
+3%
|
|
|
41
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$409K
|
–
|
–
|
–
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$398K
|
+$18.7K
|
+723
|
+5%
|
|
|
43
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$393K
|
-$13.6K
|
-525
|
-3%
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$377K
|
–
|
–
|
–
|
|
|
45
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$325K
|
+$36.4K
|
+1,410
|
+13%
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$319K
|
-$1.31M
|
-50,674
|
-80%
|
|
|
47
|
LPL Financial
San Diego,
California
|
$303K
|
+$74.8K
|
+2,894
|
+35%
|
|
|
48
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$283K
|
+$750
|
+29
|
+0.3%
|
|
|
49
|
SageView Advisory Group
Newport Beach,
California
|
$230K
|
-$1.36M
|
-52,713
|
-86%
|
|
|
50
|
Arrowroot Family Office
Marina Del Rey,
California
|
$227K
|
–
|
–
|
–
|
|
