|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.71M
|
+$14.9K
|
+310
|
+0.9%
|
|
|
27
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.41M
|
-$243K
|
-5,046
|
-14%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$1.4M
|
+$1.44M
|
+30,000
|
New
|
|
|
29
|
Park Avenue Securities
New York
|
$1.17M
|
+$71.6K
|
+1,488
|
+6%
|
|
|
30
|
Five Oceans Advisors
Santa Monica,
California
|
$1.06M
|
-$32.1K
|
-667
|
-3%
|
|
|
31
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1M
|
+$768K
|
+15,961
|
+287%
|
|
|
32
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$874K
|
-$147K
|
-3,054
|
-14%
|
|
|
33
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$866K
|
+$326K
|
+6,773
|
+57%
|
|
|
34
|
Soundmark Wealth Management
Kirkland,
Washington
|
$863K
|
–
|
–
|
–
|
|
|
35
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$861K
|
+$348K
|
+7,241
|
+65%
|
|
|
36
|
Facet Wealth Inc
Baltimore,
Maryland
|
$723K
|
+$747K
|
+15,528
|
New
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$718K
|
+$373K
|
+7,761
|
+102%
|
|
|
38
|
Shearwater Capital
Denver,
Colorado
|
$690K
|
+$203K
|
+4,211
|
+40%
|
|
|
39
|
Wealthstream Advisors
New York
|
$681K
|
+$703K
|
+14,605
|
New
|
|
|
40
|
Kestra Advisory Services
Austin,
Texas
|
$609K
|
+$203K
|
+4,226
|
+48%
|
|
|
41
|
American Investment Services
Great Barrington,
Massachusetts
|
$576K
|
+$122K
|
+2,545
|
+26%
|
|
|
42
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$565K
|
+$17.1K
|
+356
|
+3%
|
|
|
43
|
Parcion Private Wealth
Bellevue,
Washington
|
$556K
|
–
|
–
|
–
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$511K
|
-$56.7K
|
-1,179
|
-10%
|
|
|
45
|
Flow Traders U.S.
New York
|
$473K
|
+$24K
|
+498
|
+5%
|
|
|
46
|
West Financial Advisors
Des Moines,
Iowa
|
$473K
|
+$488K
|
+10,142
|
New
|
|
|
47
|
|
$468K
|
-$34K
|
-707
|
-7%
|
|
|
48
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$410K
|
+$422K
|
+8,779
|
New
|
|
|
49
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$397K
|
+$181K
|
+3,770
|
+79%
|
|
|
50
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$383K
|
-$62.1K
|
-1,291
|
-14%
|
|
