|
26
|
Daybright Advisory Services
Miami,
Florida
|
$6.98M
|
+$493K
|
+10,542
|
+8%
|
|
|
27
|
Equitable Holdings
New York
|
$6.76M
|
+$1.02M
|
+21,814
|
+18%
|
|
|
28
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$6.5M
|
+$228K
|
+4,881
|
+4%
|
|
|
29
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.93M
|
+$42.2K
|
+902
|
+0.7%
|
|
|
30
|
Waverly Advisors
Birmingham,
Alabama
|
$5.73M
|
+$281K
|
+6,004
|
+5%
|
|
|
31
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$5.48M
|
+$552K
|
+11,796
|
+11%
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.47M
|
-$1.17M
|
-25,062
|
-18%
|
|
|
33
|
Triad Wealth Partners
Lawrence,
Kansas
|
$5.22M
|
+$515K
|
+11,014
|
+11%
|
|
|
34
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$5.21M
|
+$296K
|
+6,332
|
+6%
|
|
|
35
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$5.15M
|
+$1.54M
|
+32,801
|
+42%
|
|
|
36
|
|
$4.84M
|
+$600K
|
+12,822
|
+14%
|
|
|
37
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.69M
|
-$16.8K
|
-358
|
-0.4%
|
|
|
38
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$4.54M
|
-$372K
|
-7,954
|
-8%
|
|
|
39
|
Provident Living Financial Services
Lehi,
Utah
|
$4.51M
|
+$328K
|
+7,007
|
+8%
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$4.35M
|
+$311K
|
+6,651
|
+8%
|
|
|
41
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.74M
|
+$502K
|
+10,724
|
+15%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$3.74M
|
+$2.33M
|
+49,841
|
+166%
|
|
|
43
|
MML Investors Services
Springfield,
Massachusetts
|
$3.32M
|
-$404K
|
-8,624
|
-11%
|
|
|
44
|
Simplicity Wealth
Summit,
New Jersey
|
$3.32M
|
+$3.32M
|
+70,993
|
New
|
|
|
45
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.28M
|
+$527K
|
+11,265
|
+19%
|
|
|
46
|
MA Private Wealth
San Carlos,
California
|
$2.89M
|
-$4.4M
|
-93,962
|
-60%
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$2.79M
|
+$54.9K
|
+1,174
|
+2%
|
|
|
48
|
|
$2.56M
|
-$4.69M
|
-100,187
|
-65%
|
|
|
49
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$2.55M
|
+$8.42K
|
+180
|
+0.3%
|
|
|
50
|
Retirement Planning Group (New York)
Malta,
New York
|
$2.5M
|
-$124K
|
-2,639
|
-5%
|
|
