|
26
|
AE Wealth Management
Topeka,
Kansas
|
$5.39M
|
+$326K
|
+12,134
|
+7%
|
|
|
27
|
Heritage Financial Services
Westwood,
Massachusetts
|
$4.16M
|
-$715K
|
-26,596
|
-15%
|
|
|
28
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$4.14M
|
+$550K
|
+20,447
|
+16%
|
|
|
29
|
Sentinel Trust
Houston,
Texas
|
$4.06M
|
–
|
–
|
–
|
|
|
30
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.02M
|
-$252K
|
-9,385
|
-6%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$4M
|
+$75.2K
|
+2,796
|
+2%
|
|
|
32
|
Root Financial Partners
Encinitas,
California
|
$3.98M
|
+$1.57M
|
+58,487
|
+68%
|
|
|
33
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.86M
|
+$294K
|
+10,920
|
+8%
|
|
|
34
|
Cordant Inc
Portland,
Oregon
|
$3.86M
|
+$829K
|
+30,819
|
+28%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$3.83M
|
+$41K
|
+1,526
|
+1%
|
|
|
36
|
Sterling Financial Planning
Sparta,
New Jersey
|
$3.68M
|
+$435K
|
+16,178
|
+14%
|
|
|
37
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.45M
|
-$100K
|
-3,731
|
-3%
|
|
|
38
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.07M
|
+$35.1K
|
+1,304
|
+1%
|
|
|
39
|
Flow Traders U.S.
New York
|
$3.02M
|
+$2.95M
|
+109,629
|
New
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$2.81M
|
+$47.4K
|
+1,763
|
+2%
|
|
|
41
|
Mills Wealth Advisors
Southlake,
Texas
|
$2.78M
|
+$395K
|
+14,688
|
+17%
|
|
|
42
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.75M
|
+$932K
|
+34,651
|
+53%
|
|
|
43
|
Verum Partners
Charlotte,
North Carolina
|
$2.61M
|
-$38.9K
|
-1,446
|
-2%
|
|
|
44
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.54M
|
+$18.5K
|
+689
|
+0.8%
|
|
|
45
|
|
$2.31M
|
+$288K
|
+10,708
|
+15%
|
|
|
46
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.27M
|
+$167K
|
+6,211
|
+8%
|
|
|
47
|
Allworth Financial
Folsom,
California
|
$2.23M
|
+$2.12M
|
+78,847
|
+3,238%
|
|
|
48
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.15M
|
+$395K
|
+14,681
|
+23%
|
|
|
49
|
Steward Partners Investment Advisory
New York
|
$2.06M
|
+$168K
|
+6,238
|
+9%
|
|
|
50
|
LAM Group
Lake Oswego,
Oregon
|
$2.05M
|
–
|
–
|
–
|
|
