|
26
|
|
$4.44M
|
-$2.48M
|
-46,285
|
-35%
|
|
|
27
|
Vantage Point Financial
Lisle,
Illinois
|
$3.98M
|
+$4.07M
|
+76,124
|
New
|
|
|
28
|
|
$3.34M
|
+$69.2K
|
+1,294
|
+2%
|
|
|
29
|
LAM Group
Lake Oswego,
Oregon
|
$3.32M
|
+$858K
|
+16,035
|
+34%
|
|
|
30
|
Private Advisor Group
Morristown,
New Jersey
|
$3.23M
|
+$3.04M
|
+56,768
|
+1,140%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$2.96M
|
+$314K
|
+5,877
|
+12%
|
|
|
32
|
Sterling Wealth Management
Champaign,
Illinois
|
$2.95M
|
+$356K
|
+6,659
|
+13%
|
|
|
33
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$2.89M
|
+$2.16M
|
+40,359
|
+272%
|
|
|
34
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.81M
|
+$625K
|
+11,691
|
+28%
|
|
|
35
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.81M
|
+$625K
|
+11,691
|
+28%
|
|
|
36
|
Vested Financial Planning
San Carlos,
California
|
$2.26M
|
+$2.32M
|
+43,288
|
New
|
|
|
37
|
Tableaux
Stockbridge,
Massachusetts
|
$1.88M
|
+$1.92M
|
+35,851
|
New
|
|
|
38
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.3M
|
+$238K
|
+4,451
|
+22%
|
|
|
39
|
Wealthspan Partners
Davenport,
Iowa
|
$1.26M
|
+$279K
|
+5,216
|
+28%
|
|
|
40
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.15M
|
+$283K
|
+5,282
|
+32%
|
|
|
41
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.1M
|
+$143K
|
+2,677
|
+15%
|
|
|
42
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.04M
|
+$83.2K
|
+1,555
|
+8%
|
|
|
43
|
|
$968K
|
+$990K
|
+18,511
|
New
|
|
|
44
|
Farther Finance Advisors
San Francisco,
California
|
$929K
|
+$397K
|
+7,416
|
+72%
|
|
|
45
|
BWM Planning
The Woodlands,
Texas
|
$922K
|
–
|
–
|
–
|
|
|
46
|
Note Advisors
Buffalo,
New York
|
$893K
|
+$913K
|
+17,070
|
New
|
|
|
47
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$768K
|
+$279K
|
+5,207
|
+55%
|
|
|
48
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$699K
|
+$2.78K
|
+52
|
+0.4%
|
|
|
49
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$614K
|
-$8.72K
|
-163
|
-1%
|
|
|
50
|
Millstone Evans Group
Boulder,
Colorado
|
$608K
|
+$622K
|
+11,621
|
New
|
|
