|
26
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$7.62M
|
+$7.91K
|
+285
|
+0.1%
|
|
|
27
|
von Borstel & Associates
The Dalles,
Oregon
|
$7.6M
|
+$183K
|
+6,588
|
+3%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$7.6M
|
+$5.97K
|
+215
|
+0.1%
|
|
|
29
|
Root Financial Partners
Encinitas,
California
|
$7.17M
|
-$3.93M
|
-141,699
|
-37%
|
|
|
30
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$6.77M
|
+$182K
|
+6,567
|
+3%
|
|
|
31
|
|
$6.17M
|
+$141K
|
+5,090
|
+3%
|
|
|
32
|
|
$5.81M
|
-$13.3M
|
-479,374
|
-71%
|
|
|
33
|
Sterling Financial Planning
Sparta,
New Jersey
|
$5.57M
|
+$277K
|
+9,971
|
+6%
|
|
|
34
|
Waverly Advisors
Birmingham,
Alabama
|
$5.55M
|
-$368K
|
-13,271
|
-7%
|
|
|
35
|
Tortoise Investment Management
White Plains,
New York
|
$5.45M
|
+$547K
|
+19,698
|
+12%
|
|
|
36
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$5.05M
|
-$214K
|
-7,720
|
-4%
|
|
|
37
|
Cordant Inc
Portland,
Oregon
|
$4.88M
|
-$523K
|
-18,844
|
-10%
|
|
|
38
|
United Wealth Management
Charlottesville,
Virginia
|
$4.59M
|
+$93.6K
|
+3,373
|
+2%
|
|
|
39
|
Mills Wealth Advisors
Southlake,
Texas
|
$4.52M
|
+$570K
|
+20,531
|
+16%
|
|
|
40
|
Breakwater Capital Group
Paramus,
New Jersey
|
$4.49M
|
-$187K
|
-6,752
|
-4%
|
|
|
41
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.34M
|
-$182K
|
-6,547
|
-4%
|
|
|
42
|
Timonier Family Office
Winston Salem,
North Carolina
|
$4.17M
|
+$356K
|
+12,814
|
+10%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.12M
|
+$165K
|
+5,953
|
+5%
|
|
|
44
|
Maryland Capital Advisors
Chester,
Maryland
|
$3.8M
|
+$120K
|
+4,316
|
+4%
|
|
|
45
|
Old Mission Capital
Chicago,
Illinois
|
$3.57M
|
+$3.3M
|
+118,958
|
New
|
|
|
46
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.39M
|
-$241K
|
-8,679
|
-7%
|
|
|
47
|
Family Investment Center
Saint Joseph,
Missouri
|
$3.13M
|
+$95.2K
|
+3,430
|
+3%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$3.1M
|
-$1.01M
|
-36,477
|
-26%
|
|
|
49
|
EQ Wealth Advisors
Dallas,
Texas
|
$3.04M
|
+$437K
|
+15,748
|
+18%
|
|
|
50
|
Vestor Capital
Chicago,
Illinois
|
$3M
|
+$660K
|
+23,770
|
+642%
|
|
