|
26
|
Sentinel Trust
Houston,
Texas
|
$3.72M
|
-$3.99M
|
-167,600
|
-53%
|
|
|
27
|
Index Fund Advisors
Irvine,
California
|
$3.65M
|
+$1.03M
|
+43,371
|
+43%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$3.48M
|
+$3.07M
|
+128,847
|
+1,376%
|
|
|
29
|
Alesco Advisors
Pittsford,
New York
|
$3.47M
|
+$319K
|
+13,416
|
+11%
|
|
|
30
|
Savant Capital
Rockford,
Illinois
|
$3.43M
|
+$193K
|
+8,113
|
+6%
|
|
|
31
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.4M
|
-$71.4K
|
-2,997
|
-2%
|
|
|
32
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.33M
|
+$650K
|
+27,302
|
+26%
|
|
|
33
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$2.96M
|
+$1.02M
|
+42,632
|
+57%
|
|
|
34
|
Retirement Solution
Redmond,
Washington
|
$2.63M
|
+$56.3K
|
+2,366
|
+2%
|
|
|
35
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.58M
|
+$524K
|
+21,998
|
+27%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$2.41M
|
+$2.28M
|
+95,707
|
New
|
|
|
37
|
Verum Partners
Charlotte,
North Carolina
|
$2.35M
|
-$23.8K
|
-999
|
-1%
|
|
|
38
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.27M
|
+$1.42M
|
+59,763
|
+174%
|
|
|
39
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.22M
|
+$245K
|
+10,284
|
+13%
|
|
|
40
|
Cordant Inc
Portland,
Oregon
|
$2.08M
|
+$470K
|
+19,722
|
+31%
|
|
|
41
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.97M
|
+$110K
|
+4,626
|
+6%
|
|
|
42
|
LAM Group
Lake Oswego,
Oregon
|
$1.88M
|
-$71.4K
|
-3,000
|
-4%
|
|
|
43
|
Root Financial Partners
Encinitas,
California
|
$1.87M
|
+$600K
|
+25,206
|
+51%
|
|
|
44
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.79M
|
+$395K
|
+16,578
|
+31%
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.55M
|
-$71K
|
-2,983
|
-5%
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$1.45M
|
+$123K
|
+5,161
|
+10%
|
|
|
47
|
Applied Capital
Little Rock,
Arkansas
|
$1.45M
|
-$4.21K
|
-177
|
-0.3%
|
|
|
48
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.43M
|
+$252K
|
+10,589
|
+23%
|
|
|
49
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$1.41M
|
+$11.5K
|
+482
|
+0.9%
|
|
|
50
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.41M
|
+$31.3K
|
+1,313
|
+2%
|
|
