|
26
|
|
$6M
|
-$4.72M
|
-172,359
|
-45%
|
|
|
27
|
Retirement Solution
Redmond,
Washington
|
$5.94M
|
-$41.5K
|
-1,515
|
-0.7%
|
|
|
28
|
Waverly Advisors
Birmingham,
Alabama
|
$5.89M
|
-$93.1K
|
-3,400
|
-2%
|
|
|
29
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.95M
|
+$1.71M
|
+62,478
|
+56%
|
|
|
30
|
Fischer Investment Strategies
Westlake Village,
California
|
$4.72M
|
+$2.79M
|
+101,906
|
+160%
|
|
|
31
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.65M
|
+$467K
|
+17,044
|
+12%
|
|
|
32
|
Cordant Inc
Portland,
Oregon
|
$4.63M
|
+$615K
|
+22,473
|
+16%
|
|
|
33
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$4.53M
|
+$230K
|
+8,392
|
+6%
|
|
|
34
|
Sterling Financial Planning
Sparta,
New Jersey
|
$4.33M
|
+$506K
|
+18,470
|
+14%
|
|
|
35
|
Heritage Financial Services
Westwood,
Massachusetts
|
$4.23M
|
-$69.3K
|
-2,531
|
-2%
|
|
|
36
|
Sentinel Trust
Houston,
Texas
|
$4.2M
|
–
|
–
|
–
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.14M
|
-$931
|
-34
|
-0%
|
|
|
38
|
Breakwater Capital Group
Paramus,
New Jersey
|
$4.07M
|
+$67.3K
|
+2,457
|
+2%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$3.99M
|
+$21.5K
|
+785
|
+0.6%
|
|
|
40
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.84M
|
+$255K
|
+9,322
|
+7%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$3.41M
|
+$483K
|
+17,656
|
+17%
|
|
|
42
|
von Borstel & Associates
The Dalles,
Oregon
|
$3.39M
|
+$3.27M
|
+119,273
|
New
|
|
|
43
|
Tortoise Investment Management
White Plains,
New York
|
$3.24M
|
+$1.55M
|
+56,692
|
+99%
|
|
|
44
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.09M
|
+$199K
|
+7,261
|
+7%
|
|
|
45
|
|
$3.04M
|
+$617K
|
+22,545
|
+27%
|
|
|
46
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.81M
|
-$33.8K
|
-1,233
|
-1%
|
|
|
47
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.78M
|
+$142K
|
+5,172
|
+6%
|
|
|
48
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$2.69M
|
+$2.59M
|
+94,587
|
New
|
|
|
49
|
Verum Partners
Charlotte,
North Carolina
|
$2.59M
|
-$110K
|
-4,006
|
-4%
|
|
|
50
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.37M
|
+$19.4K
|
+708
|
+0.9%
|
|
