|
26
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$2.87M
|
-$891K
|
-7,864
|
-24%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$2.72M
|
-$15K
|
-132
|
-0.5%
|
|
|
28
|
Two Sigma Investments
New York
|
$2.56M
|
+$2.55M
|
+22,500
|
New
|
|
|
29
|
|
$2.48M
|
+$162K
|
+1,430
|
+7%
|
|
|
30
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.37M
|
+$209K
|
+1,840
|
+10%
|
|
|
31
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$2.3M
|
-$11K
|
-97
|
-0.5%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$2.23M
|
+$136K
|
+1,201
|
+7%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$2.19M
|
-$17.5K
|
-154
|
-0.8%
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$2.18M
|
-$57K
|
-503
|
-3%
|
|
|
35
|
Farther Finance Advisors
San Francisco,
California
|
$1.98M
|
-$54.4K
|
-480
|
-3%
|
|
|
36
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.72M
|
–
|
–
|
–
|
|
|
37
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.64M
|
+$19.7K
|
+174
|
+1%
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$1.59M
|
+$1.57M
|
+13,851
|
+11,639%
|
|
|
39
|
Prospera Financial Services
Dallas,
Texas
|
$1.55M
|
+$740K
|
+6,534
|
+92%
|
|
|
40
|
Quantinno Capital Management
New York
|
$1.54M
|
-$47.4K
|
-418
|
-3%
|
|
|
41
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.53M
|
+$9.52K
|
+84
|
+0.6%
|
|
|
42
|
Navellier & Associates
Reno,
Nevada
|
$1.53M
|
-$588K
|
-5,185
|
-28%
|
|
|
43
|
Kestra Advisory Services
Austin,
Texas
|
$1.47M
|
-$174K
|
-1,538
|
-11%
|
|
|
44
|
Golden State Wealth Management
Santa Ana,
California
|
$1.44M
|
-$70.7K
|
-624
|
-5%
|
|
|
45
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.37M
|
-$17.1K
|
-151
|
-1%
|
|
|
46
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$1.31M
|
-$97.7K
|
-862
|
-7%
|
|
|
47
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.3M
|
-$397K
|
-3,506
|
-23%
|
|
|
48
|
Mutual Advisors
Omaha,
Nebraska
|
$1.3M
|
+$432K
|
+3,814
|
+50%
|
|
|
49
|
US Bancorp
Minneapolis,
Minnesota
|
$1.27M
|
+$1.22M
|
+10,771
|
+2,959%
|
|
|
50
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.21M
|
-$25.6K
|
-226
|
-2%
|
|
