|
26
|
Sonata Capital Group
Seattle,
Washington
|
$1.69M
|
+$63K
|
+2,330
|
+4%
|
|
|
27
|
Paradiem
Covington,
Louisiana
|
$1.66M
|
+$187K
|
+6,899
|
+13%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.61M
|
+$97.5K
|
+3,605
|
+6%
|
|
|
29
|
Private Advisor Group
Morristown,
New Jersey
|
$1.52M
|
+$265K
|
+9,786
|
+21%
|
|
|
30
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.44M
|
-$58K
|
-2,146
|
-4%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$1.27M
|
+$670K
|
+24,761
|
+111%
|
|
|
32
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.19M
|
-$32.3K
|
-1,196
|
-3%
|
|
|
33
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.18M
|
+$972K
|
+35,930
|
+452%
|
|
|
34
|
Sandy Spring Bank
Olney,
Maryland
|
$1.18M
|
-$26.4K
|
-976
|
-2%
|
|
|
35
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.14M
|
–
|
–
|
–
|
|
|
36
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
37
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$1.11M
|
+$101K
|
+3,745
|
+10%
|
|
|
38
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.1M
|
–
|
–
|
–
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.1M
|
+$86.3K
|
+3,191
|
+9%
|
|
|
40
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.09M
|
+$113K
|
+4,174
|
+12%
|
|
|
41
|
Childress Capital Advisors
Houston,
Texas
|
$1.03M
|
+$1.03M
|
+38,200
|
New
|
|
|
42
|
Sigma Investment Counselors
Northville,
Michigan
|
$1M
|
+$27
|
+1
|
+0%
|
|
|
43
|
Valmark Advisers
Akron,
Ohio
|
$904K
|
+$70.5K
|
+2,607
|
+8%
|
|
|
44
|
Citadel Advisors
Miami,
Florida
|
$832K
|
+$834K
|
+30,838
|
New
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$728K
|
+$23.9K
|
+885
|
+3%
|
|
|
46
|
American Portfolios Advisors
Holbrook,
New York
|
$723K
|
–
|
–
|
–
|
|
|
47
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$707K
|
+$32.8K
|
+1,214
|
+5%
|
|
|
48
|
Executive Wealth Management
Brighton,
Michigan
|
$655K
|
-$3.65K
|
-135
|
-0.6%
|
|
|
49
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$645K
|
+$647K
|
+23,903
|
New
|
|
|
50
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$638K
|
+$45.8K
|
+1,695
|
+8%
|
|
