|
26
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$4.01M
|
-$510K
|
-7,243
|
-11%
|
|
|
27
|
Atria Wealth Solutions
New York
|
$3.96M
|
+$5.85K
|
+83
|
+0.1%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.24M
|
+$147K
|
+2,090
|
+5%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.24M
|
+$486K
|
+6,900
|
+18%
|
|
|
30
|
HighTower Advisors
Chicago,
Illinois
|
$3.16M
|
-$99K
|
-1,405
|
-3%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$2.97M
|
-$25.4K
|
-361
|
-0.8%
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$2.91M
|
-$258K
|
-3,667
|
-8%
|
|
|
33
|
Goldstein Advisors
Madison,
Wisconsin
|
$2.67M
|
-$12.8K
|
-181
|
-0.5%
|
|
|
34
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$2.56M
|
-$24.1K
|
-342
|
-0.9%
|
|
|
35
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$2.17M
|
-$5.85K
|
-83
|
-0.3%
|
|
|
36
|
Equitable Holdings
New York
|
$1.92M
|
+$123K
|
+1,750
|
+7%
|
|
|
37
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.88M
|
-$210K
|
-2,982
|
-10%
|
|
|
38
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.87M
|
+$239K
|
+3,386
|
+15%
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.81M
|
+$40.7K
|
+578
|
+2%
|
|
|
40
|
Flagstar Advisors
New York
|
$1.78M
|
-$94.2K
|
-1,336
|
-5%
|
|
|
41
|
|
$1.61M
|
+$2.54K
|
+36
|
+0.2%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$1.6M
|
+$174K
|
+2,466
|
+12%
|
|
|
43
|
Portside Wealth Group
Provo,
Utah
|
$1.59M
|
+$1.6M
|
+22,660
|
New
|
|
|
44
|
World Investment Advisors
Santa Barbara,
California
|
$1.48M
|
-$916
|
-13
|
-0.1%
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
+$1.05M
|
+14,848
|
+280%
|
|
|
46
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.34M
|
–
|
–
|
–
|
|
|
47
|
Global Retirement Partners
San Rafael,
California
|
$1.3M
|
-$292K
|
-4,149
|
-18%
|
|
|
48
|
Rede Wealth
Charlottesville,
Virginia
|
$1.25M
|
+$31.9K
|
+452
|
+3%
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.23M
|
+$208K
|
+2,948
|
+20%
|
|
|
50
|
Pitti Group Wealth Management
Victor,
New York
|
$1.22M
|
+$16.1K
|
+228
|
+1%
|
|
