|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77M
|
-$128K
|
-4,292
|
-6%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.71M
|
+$369K
|
+12,330
|
+26%
|
|
|
28
|
1900 Wealth Management
San Antonio,
Texas
|
$1.51M
|
–
|
–
|
–
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$1.48M
|
-$27.7K
|
-924
|
-2%
|
|
|
30
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.27M
|
+$113K
|
+3,774
|
+9%
|
|
|
31
|
WT Wealth Management
Scottsdale,
Arizona
|
$1.25M
|
-$29.5K
|
-985
|
-2%
|
|
|
32
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.21M
|
+$185K
|
+6,191
|
+17%
|
|
|
33
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.08M
|
-$4.34K
|
-145
|
-0.4%
|
|
|
34
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1M
|
+$30.6K
|
+1,022
|
+3%
|
|
|
35
|
|
$996K
|
-$202K
|
-6,765
|
-16%
|
|
|
36
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$989K
|
+$47.3K
|
+1,581
|
+5%
|
|
|
37
|
Leavell Investment Management
Mobile,
Alabama
|
$763K
|
-$290K
|
-9,675
|
-26%
|
|
|
38
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$757K
|
+$62.1K
|
+2,076
|
+8%
|
|
|
39
|
MAI Capital Management
Independence,
Ohio
|
$739K
|
-$497K
|
-16,599
|
-39%
|
|
|
40
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$703K
|
+$95K
|
+3,175
|
+15%
|
|
|
41
|
American Financial & Tax Strategies
New York
|
$677K
|
–
|
–
|
–
|
|
|
42
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$640K
|
+$58.2K
|
+1,945
|
+9%
|
|
|
43
|
Kestra Advisory Services
Austin,
Texas
|
$610K
|
+$435K
|
+14,533
|
+208%
|
|
|
44
|
Dentgroup
Baton Rouge,
Louisiana
|
$539K
|
-$152K
|
-5,088
|
-21%
|
|
|
45
|
Bank of America
Charlotte,
North Carolina
|
$526K
|
-$404K
|
-13,499
|
-42%
|
|
|
46
|
Financial Advocates Investment Management
Olympia,
Washington
|
$499K
|
+$2.72K
|
+91
|
+0.5%
|
|
|
47
|
Valued Retirements
Houston,
Texas
|
$476K
|
+$38.4K
|
+1,284
|
+8%
|
|
|
48
|
New Insight Wealth Advisors
San Ramon,
California
|
$452K
|
+$113K
|
+3,785
|
+31%
|
|
|
49
|
Meridian Financial
Holliston,
Massachusetts
|
$431K
|
-$7.72K
|
-258
|
-2%
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
$367K
|
+$49.4K
|
+1,651
|
+15%
|
|
