|
26
|
United Capital Financial Advisors
Irving,
Texas
|
$2.1M
|
-$311K
|
-3,786
|
-13%
|
|
|
27
|
TrinityPoint Wealth
Milford,
Connecticut
|
$2.08M
|
-$513K
|
-6,234
|
-20%
|
|
|
28
|
Cresset Asset Management
Chicago,
Illinois
|
$1.96M
|
–
|
–
|
–
|
|
|
29
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.86M
|
+$1.1M
|
+13,328
|
+41%
|
|
|
30
|
Avantax Advisory Services
Dallas,
Texas
|
$1.7M
|
+$1.17M
|
+14,278
|
+239%
|
|
|
31
|
GenWealth Group
Maplewood,
New Jersey
|
$1.63M
|
-$26K
|
-316
|
-2%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.55M
|
-$132K
|
-1,608
|
-8%
|
|
|
33
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.54M
|
-$7.4K
|
-90
|
-0.5%
|
|
|
34
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.5M
|
-$537K
|
-6,532
|
-27%
|
|
|
35
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.48M
|
-$48K
|
-584
|
-3%
|
|
|
36
|
Fidelity Investments
Boston,
Massachusetts
|
$1.48M
|
-$72.9K
|
-886
|
-5%
|
|
|
37
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.47M
|
-$165
|
-2
|
-0%
|
|
|
38
|
|
$1.45M
|
-$14K
|
-170
|
-1%
|
|
|
39
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.34M
|
+$313K
|
+3,810
|
+31%
|
|
|
40
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.32M
|
-$74K
|
-900
|
-5%
|
|
|
41
|
|
$1.24M
|
+$18.4K
|
+224
|
+2%
|
|
|
42
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.21M
|
–
|
–
|
–
|
|
|
43
|
TimeScale Financial
Danvers,
Massachusetts
|
$1.15M
|
-$102K
|
-1,236
|
-8%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$1.12M
|
+$197K
|
+2,390
|
+22%
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.06M
|
+$46.1K
|
+560
|
+5%
|
|
|
46
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.06M
|
-$271K
|
-3,290
|
-21%
|
|
|
47
|
Mutual Advisors
Omaha,
Nebraska
|
$1.05M
|
-$193K
|
-2,342
|
-16%
|
|
|
48
|
Steward Partners Investment Advisory
New York
|
$1.05M
|
+$44.4K
|
+540
|
+4%
|
|
|
49
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1M
|
–
|
–
|
–
|
|
|
50
|
HighTower Advisors
Chicago,
Illinois
|
$997K
|
-$2.9M
|
-35,258
|
-75%
|
|
