|
26
|
Sentinel Trust
Houston,
Texas
|
$3.83M
|
–
|
–
|
–
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.7M
|
+$2.04M
|
+81,299
|
+132%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$3.58M
|
-$9.28K
|
-369
|
-0.3%
|
|
|
29
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$3.38M
|
+$317K
|
+12,600
|
+11%
|
|
|
30
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.36M
|
-$304K
|
-12,088
|
-9%
|
|
|
31
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.36M
|
-$1.75M
|
-69,650
|
-35%
|
|
|
32
|
Sterling Financial Planning
Sparta,
New Jersey
|
$3.05M
|
+$387K
|
+15,378
|
+15%
|
|
|
33
|
Citadel Advisors
Miami,
Florida
|
$2.92M
|
+$2.82M
|
+112,308
|
New
|
|
|
34
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.86M
|
+$407K
|
+16,186
|
+17%
|
|
|
35
|
Cordant Inc
Portland,
Oregon
|
$2.84M
|
+$680K
|
+27,051
|
+33%
|
|
|
36
|
Retirement Solution
Redmond,
Washington
|
$2.71M
|
+$7.19K
|
+286
|
+0.3%
|
|
|
37
|
Corient Private Wealth
Miami,
Florida
|
$2.61M
|
+$122K
|
+4,847
|
+5%
|
|
|
38
|
Savant Capital
Rockford,
Illinois
|
$2.54M
|
-$967K
|
-38,453
|
-28%
|
|
|
39
|
Verum Partners
Charlotte,
North Carolina
|
$2.5M
|
+$80.9K
|
+3,218
|
+3%
|
|
|
40
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.38M
|
+$89.4K
|
+3,555
|
+4%
|
|
|
41
|
Mills Wealth Advisors
Southlake,
Texas
|
$2.25M
|
+$215K
|
+8,534
|
+11%
|
|
|
42
|
Root Financial Partners
Encinitas,
California
|
$2.24M
|
+$300K
|
+11,922
|
+16%
|
|
|
43
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.98M
|
+$139K
|
+5,519
|
+8%
|
|
|
44
|
LAM Group
Lake Oswego,
Oregon
|
$1.94M
|
+$629
|
+25
|
+0%
|
|
|
45
|
|
$1.91M
|
+$559K
|
+22,237
|
+43%
|
|
|
46
|
Family Investment Center
Saint Joseph,
Missouri
|
$1.83M
|
+$1.39M
|
+55,453
|
+371%
|
|
|
47
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.79M
|
+$345K
|
+13,709
|
+25%
|
|
|
48
|
Steward Partners Investment Advisory
New York
|
$1.79M
|
+$279K
|
+11,098
|
+19%
|
|
|
49
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.7M
|
+$302K
|
+11,996
|
+23%
|
|
|
50
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.68M
|
+$178K
|
+7,075
|
+12%
|
|
