|
26
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$2.48M
|
-$293K
|
-2,583
|
-10%
|
|
|
27
|
|
$2.37M
|
+$77.3K
|
+682
|
+3%
|
|
|
28
|
Farther Finance Advisors
San Francisco,
California
|
$2.34M
|
+$427K
|
+3,761
|
+22%
|
|
|
29
|
Steward Partners Investment Advisory
New York
|
$2.26M
|
+$163K
|
+1,438
|
+7%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$2.16M
|
+$11.2K
|
+99
|
+0.5%
|
|
|
31
|
Private Advisor Group
Morristown,
New Jersey
|
$2.1M
|
-$955K
|
-8,417
|
-31%
|
|
|
32
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$2.08M
|
-$139K
|
-1,222
|
-6%
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$2.03M
|
+$634K
|
+5,592
|
+43%
|
|
|
34
|
AssetMark Inc
Concord,
California
|
$1.85M
|
+$332K
|
+2,927
|
+21%
|
|
|
35
|
SFI Advisors
Montclair,
New Jersey
|
$1.75M
|
-$1.86M
|
-16,426
|
-51%
|
|
|
36
|
|
$1.71M
|
+$1.77M
|
+15,606
|
New
|
|
|
37
|
Mercer Global Advisors
Denver,
Colorado
|
$1.67M
|
+$1.72M
|
+15,190
|
New
|
|
|
38
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.66M
|
+$1.05M
|
+9,217
|
+155%
|
|
|
39
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.66M
|
–
|
–
|
–
|
|
|
40
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.57M
|
-$12.7K
|
-112
|
-0.8%
|
|
|
41
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.51M
|
+$31.6K
|
+279
|
+2%
|
|
|
42
|
Prospera Financial Services
Dallas,
Texas
|
$1.46M
|
-$44.9K
|
-396
|
-3%
|
|
|
43
|
Quantinno Capital Management
New York
|
$1.46M
|
-$33.5K
|
-295
|
-2%
|
|
|
44
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.41M
|
+$87.8K
|
+774
|
+6%
|
|
|
45
|
Golden State Wealth Management
Santa Ana,
California
|
$1.34M
|
-$41.7K
|
-368
|
-3%
|
|
|
46
|
CX Institutional
Auburn,
Indiana
|
$1.28M
|
+$424K
|
+3,738
|
+47%
|
|
|
47
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$1.26M
|
-$7.14K
|
-63
|
-0.5%
|
|
|
48
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.25M
|
–
|
–
|
–
|
|
|
49
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.17M
|
-$454
|
-4
|
-0%
|
|
|
50
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.17M
|
+$28.5K
|
+251
|
+2%
|
|
