|
26
|
Truist Financial
Charlotte,
North Carolina
|
$5.65M
|
+$9.62K
|
+192
|
+0.2%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$5.23M
|
+$598K
|
+11,939
|
+13%
|
|
|
28
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$4.75M
|
-$1.21M
|
-24,086
|
-20%
|
|
|
29
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$4.09M
|
+$1.39M
|
+27,767
|
+52%
|
|
|
30
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$3.98M
|
+$3.98M
|
+79,551
|
New
|
|
|
31
|
|
$3.81M
|
+$3.78M
|
+75,566
|
New
|
|
|
32
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.6M
|
-$61K
|
-1,217
|
-2%
|
|
|
33
|
Citadel Advisors
Miami,
Florida
|
$3.38M
|
+$466K
|
+9,303
|
+16%
|
|
|
34
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$3.26M
|
-$374K
|
-7,463
|
-10%
|
|
|
35
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.16M
|
+$2.03M
|
+40,446
|
+182%
|
|
|
36
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.98M
|
-$68.4K
|
-1,366
|
-2%
|
|
|
37
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.78M
|
-$42.9K
|
-857
|
-2%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.73M
|
+$346K
|
+6,900
|
+25%
|
|
|
39
|
Simplicity Wealth
Summit,
New Jersey
|
$1.68M
|
+$177K
|
+3,526
|
+12%
|
|
|
40
|
Private Advisor Group
Morristown,
New Jersey
|
$1.55M
|
+$122K
|
+2,432
|
+9%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$1.55M
|
+$1.14M
|
+22,786
|
+289%
|
|
|
42
|
Oak Barrel Wealth Advisory
Reston,
Virginia
|
$1.46M
|
+$1.45M
|
+28,953
|
New
|
|
|
43
|
Choreo LLC
Rockford,
Illinois
|
$1.41M
|
–
|
–
|
–
|
|
|
44
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.38M
|
–
|
–
|
–
|
|
|
45
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$1.32M
|
+$15.6K
|
+312
|
+1%
|
|
|
46
|
Klingman & Associates
New York
|
$1.28M
|
-$17.3K
|
-346
|
-1%
|
|
|
47
|
ARWA LLC
Fort Worth,
Texas
|
$1.21M
|
+$198K
|
+3,958
|
+20%
|
|
|
48
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.13M
|
-$7.97M
|
-159,229
|
-88%
|
|
|
49
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$1.03M
|
+$1.02M
|
+20,383
|
New
|
|
|
50
|
Krilogy Financial
St. Louis,
Missouri
|
$890K
|
+$884K
|
+17,650
|
New
|
|
