|
26
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$5.02M
|
-$6.17M
|
-164,940
|
-56%
|
|
|
27
|
Baker Avenue Asset Management
San Francisco,
California
|
$5M
|
-$362K
|
-9,669
|
-7%
|
|
|
28
|
VestGen Advisors
Inverness,
Illinois
|
$4.66M
|
+$681K
|
+18,206
|
+19%
|
|
|
29
|
|
$4.63M
|
+$4.41M
|
+117,756
|
New
|
|
|
30
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.39M
|
–
|
–
|
–
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$3.25M
|
-$48.3K
|
-1,290
|
-2%
|
|
|
32
|
|
$2.99M
|
+$7.45K
|
+199
|
+0.3%
|
|
|
33
|
|
$2.98M
|
+$579K
|
+15,469
|
+25%
|
|
|
34
|
Empowered Funds
Havertown,
Pennsylvania
|
$2.93M
|
+$2.79M
|
+74,507
|
New
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$2.89M
|
+$2.22M
|
+59,362
|
+417%
|
|
|
36
|
Destination Wealth Management
Walnut Creek,
California
|
$2.72M
|
-$82.7K
|
-2,210
|
-3%
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$2.46M
|
+$1.68M
|
+44,867
|
+255%
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.32M
|
-$1.74M
|
-46,488
|
-44%
|
|
|
39
|
Financial Management Professionals
Austin,
Texas
|
$2.26M
|
+$2.15M
|
+57,424
|
New
|
|
|
40
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.2M
|
-$212K
|
-5,660
|
-9%
|
|
|
41
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$2.14M
|
+$258K
|
+6,905
|
+15%
|
|
|
42
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.13M
|
+$43.2K
|
+1,154
|
+2%
|
|
|
43
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.1M
|
-$779K
|
-20,833
|
-28%
|
|
|
44
|
CoreCap Advisors
Southfield,
Michigan
|
$2.06M
|
-$3.99M
|
-106,761
|
-67%
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.78M
|
-$480K
|
-12,844
|
-22%
|
|
|
46
|
Balyasny Asset Management
Chicago,
Illinois
|
$1.78M
|
+$1.69M
|
+45,200
|
New
|
|
|
47
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.73M
|
-$405K
|
-10,827
|
-20%
|
|
|
48
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.72M
|
-$11.4K
|
-306
|
-0.7%
|
|
|
49
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$1.65M
|
+$1.57M
|
+41,968
|
New
|
|
|
50
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.65M
|
+$299
|
+8
|
+0%
|
|
