|
26
|
Concord Wealth Partners
Abingdon,
Virginia
|
$7.65M
|
+$755K
|
+8,808
|
+11%
|
|
|
27
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$7.52M
|
+$716K
|
+8,347
|
+10%
|
|
|
28
|
TrueWealth Advisors
Birmingham,
Alabama
|
$7.4M
|
+$279K
|
+3,253
|
+4%
|
|
|
29
|
Atria Investments
Charlotte,
North Carolina
|
$6.68M
|
+$6.84M
|
+79,726
|
New
|
|
|
30
|
River's Edge Wealth Management
Beaver,
Pennsylvania
|
$6.5M
|
+$51.4K
|
+600
|
+0.8%
|
|
|
31
|
Bailard
Foster City,
California
|
$6.31M
|
+$274K
|
+3,201
|
+4%
|
|
|
32
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$6.19M
|
-$1.01M
|
-11,740
|
-14%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$6.14M
|
+$23.4K
|
+273
|
+0.4%
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.64M
|
-$459K
|
-5,350
|
-7%
|
|
|
35
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.61M
|
-$1.34M
|
-15,645
|
-19%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.52M
|
-$485K
|
-5,658
|
-8%
|
|
|
37
|
ADG Wealth Management Group
Metairie,
Louisiana
|
$5.27M
|
+$400K
|
+4,665
|
+8%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$4.89M
|
-$13.9K
|
-162
|
-0.3%
|
|
|
39
|
Diversify Wealth Management
Sandy,
Utah
|
$4.87M
|
+$4.87M
|
+56,756
|
New
|
|
|
40
|
GHP Investment Advisors
Denver,
Colorado
|
$4.71M
|
-$51.6K
|
-602
|
-1%
|
|
|
41
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.06M
|
+$505K
|
+5,890
|
+13%
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$3.85M
|
-$281K
|
-3,274
|
-7%
|
|
|
43
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.84M
|
+$3.93M
|
+45,864
|
New
|
|
|
44
|
Sunbelt Securities
Houston,
Texas
|
$3.81M
|
+$38K
|
+443
|
+1%
|
|
|
45
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.74M
|
+$25.8K
|
+301
|
+0.7%
|
|
|
46
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.64M
|
-$11.7K
|
-137
|
-0.3%
|
|
|
47
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$3.44M
|
–
|
–
|
–
|
|
|
48
|
Intrua Financial
Houston,
Texas
|
$3.26M
|
+$151K
|
+1,757
|
+5%
|
|
|
49
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$3.23M
|
+$28.9K
|
+337
|
+0.9%
|
|
|
50
|
Good Harbor Advisors
Gloucester,
Massachusetts
|
$3.19M
|
+$209K
|
+2,437
|
+7%
|
|
