|
26
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$495K
|
+$486K
|
+15,528
|
New
|
|
|
27
|
Frisch Financial Group
Melville,
New York
|
$451K
|
+$443K
|
+14,159
|
New
|
|
|
28
|
Harbour Investments
Madison,
Wisconsin
|
$440K
|
+$363K
|
+11,618
|
+530%
|
|
|
29
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$427K
|
+$55.5K
|
+1,774
|
+15%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$407K
|
-$86.7K
|
-2,771
|
-18%
|
|
|
31
|
WPWealth
Fort Worth,
Texas
|
$397K
|
+$389K
|
+12,448
|
New
|
|
|
32
|
|
$362K
|
–
|
–
|
–
|
|
|
33
|
Snowden Capital Advisors
New York
|
$325K
|
–
|
–
|
–
|
|
|
34
|
Brown Financial Advisors
Milford,
Ohio
|
$313K
|
+$41.2K
|
+1,317
|
+15%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$309K
|
-$145K
|
-4,644
|
-32%
|
|
|
36
|
Straight Path Wealth Management
Jenison,
Michigan
|
$305K
|
–
|
–
|
–
|
|
|
37
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$305K
|
+$299K
|
+9,574
|
New
|
|
|
38
|
MAI Capital Management
Independence,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
39
|
Clear Point Advisors
Melville,
New York
|
$293K
|
+$7.73K
|
+247
|
+3%
|
|
|
40
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$257K
|
+$253K
|
+8,080
|
New
|
|
|
41
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$254K
|
+$250K
|
+7,983
|
New
|
|
|
42
|
Cresset Asset Management
Chicago,
Illinois
|
$254K
|
+$249K
|
+7,970
|
New
|
|
|
43
|
SCS Capital Management
Boston,
Massachusetts
|
$244K
|
–
|
–
|
–
|
|
|
44
|
Paladin Wealth
Arden Hills,
Minnesota
|
$234K
|
+$11.8K
|
+376
|
+5%
|
|
|
45
|
Lantz Financial
Naperville,
Illinois
|
$226K
|
+$222K
|
+7,083
|
New
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$224K
|
+$594
|
+19
|
+0.3%
|
|
|
47
|
Gill Capital Partners
Denver,
Colorado
|
$223K
|
+$219K
|
+6,999
|
New
|
|
|
48
|
Fiduciary Financial Group
San Rafael,
California
|
$222K
|
+$218K
|
+6,964
|
New
|
|
|
49
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$203K
|
+$200K
|
+6,385
|
New
|
|
|
50
|
Steward Partners Investment Advisory
New York
|
$193K
|
+$75.8K
|
+2,424
|
+66%
|
|
