|
26
|
|
$4.31M
|
+$4.76M
|
+85,956
|
New
|
|
|
27
|
Surevest
Los Angeles,
California
|
$4.1M
|
+$155K
|
+2,804
|
+4%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.86M
|
+$90.5K
|
+1,633
|
+2%
|
|
|
29
|
Level Four Advisory Services
Dallas,
Texas
|
$3.63M
|
–
|
–
|
–
|
|
|
30
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.59M
|
+$143K
|
+2,578
|
+4%
|
|
|
31
|
IHT Wealth Management
Chicago,
Illinois
|
$3.51M
|
-$261K
|
-4,708
|
-6%
|
|
|
32
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.49M
|
+$304K
|
+5,493
|
+9%
|
|
|
33
|
One Capital Management
Westlake Village,
California
|
$3.31M
|
-$133K
|
-2,400
|
-4%
|
|
|
34
|
Dentgroup
Baton Rouge,
Louisiana
|
$3.27M
|
-$1.35M
|
-24,428
|
-27%
|
|
|
35
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$3.2M
|
-$69.3K
|
-1,250
|
-2%
|
|
|
36
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$3.14M
|
+$1.1M
|
+19,807
|
+46%
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.09M
|
-$261K
|
-4,715
|
-7%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$3.05M
|
+$37.3K
|
+673
|
+1%
|
|
|
39
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$2.74M
|
+$44.2K
|
+798
|
+1%
|
|
|
40
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.61M
|
+$81.6K
|
+1,472
|
+3%
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.47M
|
-$1.05K
|
-19
|
-0%
|
|
|
42
|
Stifel Financial
St. Louis,
Missouri
|
$2.42M
|
+$280K
|
+5,054
|
+12%
|
|
|
43
|
Corsicana & Co
Corsicana,
Texas
|
$2.37M
|
-$581K
|
-10,477
|
-18%
|
|
|
44
|
GenWealth Group
Maplewood,
New Jersey
|
$2.25M
|
-$41.1K
|
-741
|
-2%
|
|
|
45
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.22M
|
-$998
|
-18
|
-0%
|
|
|
46
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.17M
|
+$27.1K
|
+489
|
+1%
|
|
|
47
|
Bank of New York Mellon
New York
|
$2.14M
|
-$13.9K
|
-251
|
-0.6%
|
|
|
48
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$2.07M
|
-$942
|
-17
|
-0%
|
|
|
49
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.07M
|
–
|
–
|
–
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$1.94M
|
+$710K
|
+12,810
|
+49%
|
|
