|
26
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.53M
|
-$78.4K
|
-1,499
|
-1%
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.49M
|
+$835K
|
+15,965
|
+18%
|
|
|
28
|
Park Avenue Securities
New York
|
$4.71M
|
+$34.2K
|
+653
|
+0.7%
|
|
|
29
|
Binnacle Investments
Urbandale,
Iowa
|
$4.68M
|
+$4.69M
|
+89,572
|
New
|
|
|
30
|
Vantage Point Financial
Lisle,
Illinois
|
$4.33M
|
+$357K
|
+6,829
|
+9%
|
|
|
31
|
|
$3.96M
|
+$620K
|
+11,860
|
+19%
|
|
|
32
|
Simplicity Wealth
Summit,
New Jersey
|
$3.83M
|
+$3.83M
|
+73,317
|
New
|
|
|
33
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$3.66M
|
+$774K
|
+14,792
|
+27%
|
|
|
34
|
Citadel Advisors
Miami,
Florida
|
$3.23M
|
-$1.22M
|
-23,231
|
-27%
|
|
|
35
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.07M
|
+$265K
|
+5,066
|
+9%
|
|
|
36
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.07M
|
+$265K
|
+5,066
|
+9%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$2.89M
|
-$59.5K
|
-1,138
|
-2%
|
|
|
38
|
Vested Financial Planning
San Carlos,
California
|
$2.26M
|
+$2.3K
|
+44
|
+0.1%
|
|
|
39
|
Tableaux
Stockbridge,
Massachusetts
|
$2.18M
|
+$303K
|
+5,800
|
+16%
|
|
|
40
|
LAM Group
Lake Oswego,
Oregon
|
$2.15M
|
-$1.17M
|
-22,355
|
-35%
|
|
|
41
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.76M
|
+$994K
|
+18,995
|
+129%
|
|
|
42
|
Farther Finance Advisors
San Francisco,
California
|
$1.45M
|
+$522K
|
+9,970
|
+56%
|
|
|
43
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.37M
|
+$273K
|
+5,225
|
+25%
|
|
|
44
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.36M
|
+$67.3K
|
+1,287
|
+5%
|
|
|
45
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.12M
|
-$27.1K
|
-518
|
-2%
|
|
|
46
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.06M
|
+$19.9K
|
+381
|
+2%
|
|
|
47
|
Note Advisors
Buffalo,
New York
|
$1.04M
|
+$147K
|
+2,817
|
+17%
|
|
|
48
|
|
$1.03M
|
-$3.4M
|
-65,057
|
-77%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$999K
|
+$474K
|
+9,064
|
+90%
|
|
|
50
|
BWM Planning
The Woodlands,
Texas
|
$921K
|
–
|
–
|
–
|
|
