|
26
|
Truist Financial
Charlotte,
North Carolina
|
$4.02M
|
-$1.73M
|
-66,410
|
-30%
|
|
|
27
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.84M
|
-$132K
|
-5,081
|
-3%
|
|
|
28
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.83M
|
-$86.4K
|
-3,325
|
-2%
|
|
|
29
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.65M
|
+$8.37K
|
+322
|
+0.2%
|
|
|
30
|
Hills Bank & Trust
North Liberty,
Iowa
|
$3.36M
|
+$2.21M
|
+85,180
|
+194%
|
|
|
31
|
Paradiem
Covington,
Louisiana
|
$3.27M
|
–
|
–
|
–
|
|
|
32
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$3.17M
|
+$401K
|
+15,436
|
+15%
|
|
|
33
|
Central Trust Company
Jefferson City,
Missouri
|
$3.03M
|
+$82.7K
|
+3,185
|
+3%
|
|
|
34
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.97M
|
-$11.5K
|
-441
|
-0.4%
|
|
|
35
|
Quantum Financial Advisors
El Segundo,
California
|
$2.95M
|
-$411K
|
-15,807
|
-12%
|
|
|
36
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$2.8M
|
+$252K
|
+9,713
|
+10%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.62M
|
-$139K
|
-5,345
|
-5%
|
|
|
38
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$2.6M
|
-$436K
|
-16,800
|
-14%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$2.55M
|
+$198K
|
+7,619
|
+8%
|
|
|
40
|
Valmark Advisers
Akron,
Ohio
|
$2.46M
|
+$1.26M
|
+48,577
|
+106%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.42M
|
-$1.38K
|
-53
|
-0.1%
|
|
|
42
|
Lido Advisors
Los Angeles,
California
|
$2.41M
|
+$2K
|
+77
|
+0.1%
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.38M
|
+$396K
|
+15,252
|
+20%
|
|
|
44
|
United Capital Financial Advisors
Irving,
Texas
|
$2.25M
|
-$142K
|
-5,451
|
-6%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$2.18M
|
+$61.9K
|
+2,384
|
+3%
|
|
|
46
|
PSI Advisors
Tampa,
Florida
|
$1.94M
|
+$1.94M
|
+74,610
|
New
|
|
|
47
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.9M
|
+$1.9M
|
+73,021
|
New
|
|
|
48
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.67M
|
–
|
–
|
–
|
|
|
49
|
IHT Wealth Management
Chicago,
Illinois
|
$1.64M
|
+$8.11K
|
+312
|
+0.5%
|
|
|
50
|
Atwater Malick
Lancaster,
Pennsylvania
|
$1.6M
|
-$80K
|
-3,080
|
-5%
|
|
