|
26
|
1900 Wealth Management
San Antonio,
Texas
|
$1.6M
|
–
|
–
|
–
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$1.57M
|
+$7.88K
|
+261
|
+0.5%
|
|
|
28
|
|
$1.42M
|
-$505K
|
-16,717
|
-26%
|
|
|
29
|
Well Done LLC
Holland,
Michigan
|
$1.36M
|
+$1.45M
|
+47,880
|
New
|
|
|
30
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.34M
|
-$2.6K
|
-86
|
-0.2%
|
|
|
31
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.3M
|
+$23.2K
|
+769
|
+2%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$1.27M
|
+$724K
|
+23,964
|
+129%
|
|
|
33
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.22M
|
+$165K
|
+5,448
|
+15%
|
|
|
34
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.13M
|
-$9.79K
|
-324
|
-0.9%
|
|
|
35
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$814K
|
+$14.2K
|
+469
|
+2%
|
|
|
36
|
|
$765K
|
-$290K
|
-9,609
|
-27%
|
|
|
37
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$715K
|
+$39.5K
|
+1,307
|
+6%
|
|
|
38
|
American Financial & Tax Strategies
New York
|
$702K
|
-$14.3K
|
-475
|
-2%
|
|
|
39
|
Leavell Investment Management
Mobile,
Alabama
|
$661K
|
-$147K
|
-4,870
|
-18%
|
|
|
40
|
CIBC World Market
Toronto,
Ontario, Canada
|
$651K
|
+$269K
|
+8,905
|
+69%
|
|
|
41
|
MAI Capital Management
Independence,
Ohio
|
$617K
|
-$166K
|
-5,488
|
-21%
|
|
|
42
|
Valued Retirements
Houston,
Texas
|
$606K
|
+$104K
|
+3,434
|
+20%
|
|
|
43
|
Jones Financial Companies
Des Peres,
Missouri
|
$585K
|
+$320K
|
+10,587
|
+121%
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$585K
|
+$234K
|
+7,732
|
+66%
|
|
|
45
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$564K
|
-$183K
|
-6,068
|
-24%
|
|
|
46
|
Financial Advocates Investment Management
Olympia,
Washington
|
$532K
|
+$4.53K
|
+150
|
+0.9%
|
|
|
47
|
New Insight Wealth Advisors
San Ramon,
California
|
$523K
|
+$46.1K
|
+1,525
|
+10%
|
|
|
48
|
Steward Partners Investment Advisory
New York
|
$491K
|
+$469K
|
+15,512
|
+1,724%
|
|
|
49
|
Meridian Financial
Holliston,
Massachusetts
|
$457K
|
+$876
|
+29
|
+0.2%
|
|
|
50
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$454K
|
-$597K
|
-19,770
|
-57%
|
|
