|
26
|
ERn Financial LLC
Middleton,
Wisconsin
|
$3.18M
|
–
|
–
|
–
|
|
|
27
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.72M
|
+$590K
|
+10,566
|
+28%
|
|
|
28
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.47M
|
+$10.2K
|
+182
|
+0.4%
|
|
|
29
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$2.12M
|
+$98.7K
|
+1,767
|
+5%
|
|
|
30
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.1M
|
+$51.6K
|
+923
|
+3%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$2.09M
|
+$111K
|
+1,987
|
+6%
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$2.09M
|
-$77.6K
|
-1,390
|
-4%
|
|
|
33
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.95M
|
+$1.92M
|
+34,434
|
New
|
|
|
34
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.92M
|
+$1.89M
|
+33,800
|
New
|
|
|
35
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.92M
|
–
|
–
|
–
|
|
|
36
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.65M
|
+$75.6K
|
+1,354
|
+5%
|
|
|
37
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.55M
|
–
|
–
|
–
|
|
|
38
|
|
$1.48M
|
+$26.8K
|
+480
|
+2%
|
|
|
39
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.41M
|
-$14K
|
-250
|
-1%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
+$18.5K
|
+332
|
+1%
|
|
|
41
|
Atria Investments
Charlotte,
North Carolina
|
$1.29M
|
-$5.59K
|
-100
|
-0.4%
|
|
|
42
|
Chilton Capital Management
Houston,
Texas
|
$1.04M
|
+$73.7K
|
+1,320
|
+8%
|
|
|
43
|
Transcend Capital Advisors
Madison,
New Jersey
|
$682K
|
–
|
–
|
–
|
|
|
44
|
Oppenheimer & Co
New York
|
$650K
|
-$36.1K
|
-646
|
-5%
|
|
|
45
|
Park Avenue Securities
New York
|
$568K
|
+$11.9K
|
+213
|
+2%
|
|
|
46
|
SigFig Wealth Management
San Francisco,
California
|
$533K
|
+$557K
|
+9,976
|
New
|
|
|
47
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$521K
|
–
|
–
|
–
|
|
|
48
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$457K
|
+$450K
|
+8,061
|
New
|
|
|
49
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$443K
|
-$355K
|
-6,361
|
-45%
|
|
|
50
|
Avidian Wealth Enterprises
Houston,
Texas
|
$442K
|
-$5.47K
|
-98
|
-1%
|
|
