|
26
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.89M
|
+$121K
|
+1,535
|
+2%
|
|
|
27
|
Flow Traders U.S.
New York
|
$6.44M
|
-$2.05M
|
-26,076
|
-24%
|
|
|
28
|
|
$6.29M
|
–
|
–
|
–
|
|
|
29
|
TrueWealth Advisors
Birmingham,
Alabama
|
$6.23M
|
+$586K
|
+7,456
|
+11%
|
|
|
30
|
Concord Wealth Partners
Abingdon,
Virginia
|
$6.2M
|
+$635K
|
+8,080
|
+12%
|
|
|
31
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$6.16M
|
+$595K
|
+7,571
|
+11%
|
|
|
32
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$5.9M
|
+$114K
|
+1,447
|
+2%
|
|
|
33
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.88M
|
-$109K
|
-1,382
|
-2%
|
|
|
34
|
Diversify Advisory Services
Sandy,
Utah
|
$5.86M
|
+$5.79M
|
+73,610
|
New
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$5.73M
|
-$39K
|
-496
|
-0.7%
|
|
|
36
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$5.68M
|
+$644K
|
+8,191
|
+13%
|
|
|
37
|
Bailard
Foster City,
California
|
$5.63M
|
+$590K
|
+7,503
|
+12%
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.45M
|
+$178K
|
+2,265
|
+3%
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.79M
|
-$7.61M
|
-96,807
|
-62%
|
|
|
40
|
GHP Investment Advisors
Denver,
Colorado
|
$4.75M
|
-$46.1K
|
-587
|
-1%
|
|
|
41
|
ADG Wealth Management Group
Metairie,
Louisiana
|
$4.66M
|
+$114K
|
+1,447
|
+3%
|
|
|
42
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.52M
|
+$425K
|
+5,412
|
+11%
|
|
|
43
|
Rockefeller Capital Management
New York
|
$4.43M
|
-$139K
|
-1,774
|
-3%
|
|
|
44
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.1M
|
+$90.1K
|
+1,146
|
+2%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$3.92M
|
+$86K
|
+1,094
|
+2%
|
|
|
46
|
Sunbelt Securities
Houston,
Texas
|
$3.52M
|
+$758K
|
+9,644
|
+28%
|
|
|
47
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.3M
|
+$80K
|
+1,018
|
+3%
|
|
|
48
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3.28M
|
-$5.88M
|
-74,833
|
-65%
|
|
|
49
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$3.27M
|
–
|
–
|
–
|
|
|
50
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.25M
|
-$56.2K
|
-715
|
-2%
|
|
