|
26
|
TrueWealth Advisors
Birmingham,
Alabama
|
$7.79M
|
+$28.4K
|
+325
|
+0.4%
|
|
|
27
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$7.79M
|
-$101K
|
-1,152
|
-1%
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$7.47M
|
+$462K
|
+5,275
|
+7%
|
|
|
29
|
River's Edge Wealth Management
Beaver,
Pennsylvania
|
$7.03M
|
+$298K
|
+3,404
|
+5%
|
|
|
30
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$6.79M
|
-$1.44M
|
-16,396
|
-18%
|
|
|
31
|
Bailard
Foster City,
California
|
$6.76M
|
+$135K
|
+1,538
|
+2%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$6.29M
|
-$153K
|
-1,743
|
-2%
|
|
|
33
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.26M
|
+$334K
|
+3,818
|
+6%
|
|
|
34
|
ADG Wealth Management Group
Metairie,
Louisiana
|
$5.6M
|
+$68.7K
|
+785
|
+1%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$5.12M
|
-$15.1K
|
-172
|
-0.3%
|
|
|
36
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.9M
|
+$509K
|
+5,819
|
+12%
|
|
|
37
|
GHP Investment Advisors
Denver,
Colorado
|
$4.84M
|
-$98.4K
|
-1,124
|
-2%
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$4.53M
|
+$1.23M
|
+14,078
|
+38%
|
|
|
39
|
Citadel Advisors
Miami,
Florida
|
$4.48M
|
+$2.25M
|
+25,749
|
+102%
|
|
|
40
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.18M
|
-$1.7M
|
-19,391
|
-29%
|
|
|
41
|
Diversify Wealth Management
Sandy,
Utah
|
$4.05M
|
-$1.07M
|
-12,169
|
-21%
|
|
|
42
|
Diversify Advisory Services
Sandy,
Utah
|
$4.05M
|
+$3.9M
|
+44,587
|
New
|
|
|
43
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.95M
|
+$32.8K
|
+375
|
+0.8%
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$3.95M
|
-$89.5K
|
-1,022
|
-2%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.91M
|
-$1.88M
|
-21,452
|
-33%
|
|
|
46
|
Goepper Burkhardt
Greenville,
South Carolina
|
$3.76M
|
+$531K
|
+6,069
|
+17%
|
|
|
47
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$3.68M
|
+$287K
|
+3,275
|
+8%
|
|
|
48
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$3.61M
|
–
|
–
|
–
|
|
|
49
|
Intrua Financial
Houston,
Texas
|
$3.53M
|
+$112K
|
+1,280
|
+3%
|
|
|
50
|
Good Harbor Advisors
Gloucester,
Massachusetts
|
$3.46M
|
+$114K
|
+1,297
|
+3%
|
|
