|
26
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$8.29M
|
+$189K
|
+6,095
|
+2%
|
|
|
27
|
Root Financial Partners
Encinitas,
California
|
$8.26M
|
+$615K
|
+19,841
|
+8%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$8.07M
|
-$9.95K
|
-321
|
-0.1%
|
|
|
29
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.01M
|
-$6.24M
|
-201,369
|
-48%
|
|
|
30
|
|
$7M
|
+$426K
|
+13,733
|
+7%
|
|
|
31
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$6.96M
|
-$6.88K
|
-222
|
-0.1%
|
|
|
32
|
|
$6.38M
|
+$190K
|
+6,117
|
+3%
|
|
|
33
|
Waverly Advisors
Birmingham,
Alabama
|
$6.1M
|
+$192K
|
+6,193
|
+3%
|
|
|
34
|
Tortoise Investment Management
White Plains,
New York
|
$6.05M
|
+$252K
|
+8,120
|
+4%
|
|
|
35
|
Estate Counselors
Thiensville,
Wisconsin
|
$5.78M
|
+$5.62M
|
+181,250
|
New
|
|
|
36
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$5.7M
|
+$320K
|
+10,319
|
+6%
|
|
|
37
|
Sterling Financial Planning
Sparta,
New Jersey
|
$5.68M
|
-$235K
|
-7,584
|
-4%
|
|
|
38
|
Cordant Inc
Portland,
Oregon
|
$5.32M
|
+$131K
|
+4,234
|
+3%
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.17M
|
+$4.23M
|
+136,354
|
+531%
|
|
|
40
|
Mills Wealth Advisors
Southlake,
Texas
|
$5.07M
|
+$263K
|
+8,487
|
+6%
|
|
|
41
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.02M
|
+$4.87M
|
+157,314
|
New
|
|
|
42
|
United Wealth Management
Charlottesville,
Virginia
|
$4.93M
|
+$50.7K
|
+1,635
|
+1%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.76M
|
+$367K
|
+11,856
|
+9%
|
|
|
44
|
Timonier Family Office
Winston Salem,
North Carolina
|
$4.75M
|
+$302K
|
+9,757
|
+7%
|
|
|
45
|
Breakwater Capital Group
Paramus,
New Jersey
|
$4.71M
|
-$66.8K
|
-2,156
|
-1%
|
|
|
46
|
Maryland Capital Advisors
Chester,
Maryland
|
$4.23M
|
+$184K
|
+5,922
|
+5%
|
|
|
47
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.16M
|
-$445K
|
-14,347
|
-10%
|
|
|
48
|
Integrity Advisory Solutions
Dallas,
Texas
|
$3.83M
|
+$3.72M
|
+120,143
|
New
|
|
|
49
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$3.83M
|
+$3.72M
|
+120,143
|
New
|
|
|
50
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$3.76M
|
+$943K
|
+30,431
|
+31%
|
|
