|
26
|
Brio Consultants
San Francisco,
California
|
$2.16M
|
+$288K
|
+9,080
|
+15%
|
|
|
27
|
AllianceBernstein
Nashville,
Tennessee
|
$2.15M
|
–
|
–
|
–
|
|
|
28
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$2.08M
|
+$25.2K
|
+795
|
+1%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$2.03M
|
-$432K
|
-13,654
|
-18%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.97M
|
+$1.92M
|
+60,498
|
New
|
|
|
31
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$1.78M
|
+$1.77M
|
+55,777
|
New
|
|
|
32
|
Equitable Holdings
New York
|
$1.54M
|
+$119K
|
+3,754
|
+8%
|
|
|
33
|
EP Wealth Advisors
Torrance,
California
|
$1.49M
|
+$14.8K
|
+468
|
+1%
|
|
|
34
|
United Capital Financial Advisors
Irving,
Texas
|
$1.49M
|
–
|
–
|
–
|
|
|
35
|
Private Trust Company
Cleveland,
Ohio
|
$1.44M
|
+$59.8K
|
+1,889
|
+4%
|
|
|
36
|
Anfield Capital Management
Irvine,
California
|
$1.41M
|
-$167K
|
-5,280
|
-11%
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.41M
|
+$70.8K
|
+2,236
|
+5%
|
|
|
38
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.37M
|
+$83.8K
|
+2,647
|
+7%
|
|
|
39
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.32M
|
+$57.8K
|
+1,826
|
+5%
|
|
|
40
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.26M
|
+$1.25M
|
+39,487
|
New
|
|
|
41
|
Next Financial Group
Houston,
Texas
|
$1.25M
|
-$317
|
-10
|
-0%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$1.24M
|
-$3.5M
|
-110,520
|
-74%
|
|
|
43
|
Snowden Capital Advisors
New York
|
$1.2M
|
-$60K
|
-1,896
|
-5%
|
|
|
44
|
|
$1.19M
|
+$227K
|
+7,176
|
+24%
|
|
|
45
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$1.16M
|
-$7.16K
|
-226
|
-0.6%
|
|
|
46
|
55I LLC
Boston,
Massachusetts
|
$1.08M
|
-$52.4K
|
-1,655
|
-5%
|
|
|
47
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.03M
|
–
|
–
|
–
|
|
|
48
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$976K
|
+$968K
|
+30,557
|
New
|
|
|
49
|
Appleton Partners
Boston,
Massachusetts
|
$954K
|
+$316K
|
+9,986
|
+50%
|
|
|
50
|
Efficient Advisors
Mason,
Ohio
|
$946K
|
-$48.9K
|
-1,544
|
-5%
|
|
