|
26
|
Falcon Wealth Planning
Ontario,
California
|
$3.94M
|
-$249K
|
-6,685
|
-6%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.28M
|
+$204K
|
+5,469
|
+6%
|
|
|
28
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.14M
|
+$954K
|
+25,618
|
+39%
|
|
|
29
|
|
$3.07M
|
+$1.17M
|
+31,446
|
+54%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$2.74M
|
-$9.72K
|
-261
|
-0.3%
|
|
|
31
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.33M
|
-$36.4K
|
-976
|
-1%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.09M
|
+$23K
|
+617
|
+1%
|
|
|
33
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.98M
|
+$592K
|
+15,895
|
+40%
|
|
|
34
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$1.89M
|
+$1.25M
|
+33,635
|
New
|
|
|
35
|
Leavell Investment Management
Mobile,
Alabama
|
$1.83M
|
+$652K
|
+17,504
|
+51%
|
|
|
36
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.82M
|
+$109K
|
+2,936
|
+6%
|
|
|
37
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.75M
|
+$59.7K
|
+1,603
|
+3%
|
|
|
38
|
1900 Wealth Management
San Antonio,
Texas
|
$1.62M
|
+$186
|
+5
|
+0%
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.45M
|
+$1.51M
|
+40,598
|
New
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$1.36M
|
+$634K
|
+17,022
|
+79%
|
|
|
41
|
Perspective Wealth Advisors
Loveland,
Colorado
|
$1.33M
|
+$254K
|
+6,809
|
+22%
|
|
|
42
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$1.24M
|
+$109K
|
+2,939
|
+9%
|
|
|
43
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$997K
|
-$9.76K
|
-262
|
-0.9%
|
|
|
44
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$982K
|
-$11.3K
|
-303
|
-1%
|
|
|
45
|
Private Advisor Group
Morristown,
New Jersey
|
$941K
|
-$35.8K
|
-961
|
-3%
|
|
|
46
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$939K
|
+$989K
|
+26,553
|
New
|
|
|
47
|
Align Financial
Hermantown,
Minnesota
|
$884K
|
+$331K
|
+8,883
|
+55%
|
|
|
48
|
Merit Financial Group
Alpharetta,
Georgia
|
$878K
|
-$19.7K
|
-530
|
-2%
|
|
|
49
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$788K
|
+$830K
|
+22,290
|
New
|
|
|
50
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$759K
|
-$718K
|
-19,271
|
-47%
|
|
