|
26
|
SharpePoint
Phoenix,
Arizona
|
$3.25M
|
+$265K
|
+18,205
|
+9%
|
|
|
27
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$3.18M
|
+$117K
|
+8,066
|
+4%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.95M
|
+$33.8K
|
+2,325
|
+1%
|
|
|
29
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$2.73M
|
+$346K
|
+23,794
|
+15%
|
|
|
30
|
Advisory Solutions Group
Plymouth,
Minnesota
|
$2.61M
|
+$2.55M
|
+175,159
|
New
|
|
|
31
|
Emissary Wealth LLC
Hackensack,
New Jersey
|
$2.59M
|
+$79.6K
|
+5,473
|
+3%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$2.46M
|
-$2.22M
|
-152,354
|
-48%
|
|
|
33
|
Park Avenue Securities
New York
|
$2.19M
|
+$39.4K
|
+2,710
|
+2%
|
|
|
34
|
Rockefeller Capital Management
New York
|
$2.16M
|
+$251K
|
+17,274
|
+14%
|
|
|
35
|
Naples Global Advisors
Naples,
Florida
|
$1.99M
|
+$43.6K
|
+3,000
|
+2%
|
|
|
36
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.89M
|
+$452K
|
+31,045
|
+32%
|
|
|
37
|
Advisory Advocates
Grand Rapids,
Michigan
|
$1.84M
|
+$149K
|
+10,270
|
+9%
|
|
|
38
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.79M
|
+$3.75K
|
+258
|
+0.2%
|
|
|
39
|
Mutual Advisors
Omaha,
Nebraska
|
$1.78M
|
+$149K
|
+10,213
|
+9%
|
|
|
40
|
IEQ Capital
Foster City,
California
|
$1.65M
|
-$33K
|
-2,269
|
-2%
|
|
|
41
|
Private Advisor Group
Morristown,
New Jersey
|
$1.6M
|
+$340K
|
+23,386
|
+28%
|
|
|
42
|
PMG Family Office
Plano,
Texas
|
$1.55M
|
+$23.3K
|
+1,600
|
+2%
|
|
|
43
|
Wedbush Securities
Los Angeles,
California
|
$1.51M
|
-$10.4K
|
-713
|
-0.7%
|
|
|
44
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1.5M
|
+$283K
|
+19,436
|
+24%
|
|
|
45
|
|
$1.5M
|
–
|
–
|
–
|
|
|
46
|
Two Sigma Investments
New York
|
$1.48M
|
–
|
–
|
–
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$1.43M
|
+$368K
|
+25,317
|
+36%
|
|
|
48
|
1607 Capital Partners
Richmond,
Virginia
|
$1.4M
|
–
|
–
|
–
|
|
|
49
|
Cresset Asset Management
Chicago,
Illinois
|
$1.38M
|
+$27K
|
+1,856
|
+2%
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
-$5.25K
|
-361
|
-0.5%
|
|
