|
26
|
Divergent Planning
Bethesda,
Maryland
|
$36.4M
|
+$1.58M
|
+35,388
|
+5%
|
|
|
27
|
CGN Advisors
Manhattan,
Kansas
|
$36.3M
|
+$2.52M
|
+56,685
|
+8%
|
|
|
28
|
Parcion Private Wealth
Bellevue,
Washington
|
$33M
|
-$371K
|
-8,342
|
-1%
|
|
|
29
|
Arvest Investments
Lowell,
Arkansas
|
$28.7M
|
-$193K
|
-4,345
|
-0.7%
|
|
|
30
|
Advance Capital Management
Southfield,
Michigan
|
$26.2M
|
-$3.21M
|
-72,010
|
-11%
|
|
|
31
|
Towneley Capital Management
Laguna Hills,
California
|
$26M
|
+$5.8M
|
+130,309
|
+29%
|
|
|
32
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.6M
|
+$7.25M
|
+162,973
|
+40%
|
|
|
33
|
Albion Financial Group
Salt Lake City,
Utah
|
$25.6M
|
+$125K
|
+2,818
|
+0.5%
|
|
|
34
|
Horizon Investments
Charlotte,
North Carolina
|
$24M
|
-$2.88M
|
-64,641
|
-11%
|
|
|
35
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$23.3M
|
+$935K
|
+21,002
|
+4%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$22.1M
|
+$376K
|
+8,452
|
+2%
|
|
|
37
|
Legacy Private Trust
Neenah,
Wisconsin
|
$21.3M
|
-$742K
|
-16,662
|
-3%
|
|
|
38
|
Financial Enhancement Group
Anderson,
Indiana
|
$21.2M
|
-$332K
|
-7,455
|
-2%
|
|
|
39
|
Moment Partners
San Francisco,
California
|
$19.2M
|
-$57.3K
|
-1,288
|
-0.3%
|
|
|
40
|
Kestra Investment Management
Austin,
Texas
|
$18.2M
|
-$10.6M
|
-237,863
|
-37%
|
|
|
41
|
Guggenheim Capital
Chicago,
Illinois
|
$18M
|
+$5.99M
|
+134,599
|
+51%
|
|
|
42
|
Leo Wealth LLC
Hurst,
Texas
|
$17.7M
|
+$11.1M
|
+249,229
|
+174%
|
|
|
43
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$17.6M
|
+$1.91M
|
+43,003
|
+12%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$17.1M
|
+$1.87M
|
+41,931
|
+12%
|
|
|
45
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.4M
|
+$4.17M
|
+93,600
|
+38%
|
|
|
46
|
Rise Advisors
Rochester,
New York
|
$15.1M
|
+$794K
|
+17,837
|
+6%
|
|
|
47
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$14.4M
|
+$2.78M
|
+62,435
|
+24%
|
|
|
48
|
Blue Edge Capital
Richmond,
Virginia
|
$14.3M
|
-$426K
|
-9,580
|
-3%
|
|
|
49
|
Goelzer Investment Management
Carmel,
Indiana
|
$14M
|
-$757
|
-17
|
-0%
|
|
|
50
|
Brookstone Capital Management
Wheaton,
Illinois
|
$13.8M
|
-$288K
|
-6,466
|
-2%
|
|
