|
26
|
Truist Financial
Charlotte,
North Carolina
|
$1.4M
|
+$175K
|
+4,559
|
+17%
|
|
|
27
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.33M
|
+$1.15M
|
+30,053
|
New
|
|
|
28
|
Private Advisory Group
Redmond,
Washington
|
$1.32M
|
+$1.14M
|
+29,695
|
New
|
|
|
29
|
|
$1.29M
|
+$290K
|
+7,562
|
+35%
|
|
|
30
|
Norris Financial Group
Greenville,
South Carolina
|
$1.27M
|
+$1.1M
|
+28,585
|
New
|
|
|
31
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.26M
|
+$19.8K
|
+517
|
+2%
|
|
|
32
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.16M
|
+$670K
|
+17,470
|
+313%
|
|
|
33
|
First Allied Advisory Services
San Diego,
California
|
$1.02M
|
-$137K
|
-3,565
|
-13%
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.02M
|
–
|
–
|
–
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$964K
|
+$504K
|
+13,137
|
+153%
|
|
|
36
|
Colorado Capital Management
Boulder,
Colorado
|
$910K
|
–
|
–
|
–
|
|
|
37
|
Rikoon Group
Santa Fe,
New Mexico
|
$814K
|
-$3.8K
|
-99
|
-0.5%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$795K
|
+$114K
|
+2,969
|
+20%
|
|
|
39
|
CX Institutional
Auburn,
Indiana
|
$757K
|
-$15.8K
|
-411
|
-2%
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$744K
|
+$644K
|
+16,786
|
New
|
|
|
41
|
Prudential plc
London, England,
United Kingdom
|
$561K
|
+$116K
|
+3,020
|
+31%
|
|
|
42
|
Mattern Wealth Management
Lawrence,
Kansas
|
$540K
|
+$467K
|
+12,178
|
New
|
|
|
43
|
Telemus Capital
Southfield,
Michigan
|
$503K
|
+$384K
|
+10,000
|
New
|
|
|
44
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$497K
|
-$2.49K
|
-65
|
-0.6%
|
|
|
45
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$475K
|
–
|
–
|
–
|
|
|
46
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$445K
|
+$385K
|
+10,027
|
New
|
|
|
47
|
Advisory Services Network
Atlanta,
Georgia
|
$421K
|
+$93.5K
|
+2,437
|
+34%
|
|
|
48
|
Howland Capital Management
Boston,
Massachusetts
|
$410K
|
–
|
–
|
–
|
|
|
49
|
Camden National Bank
Camden,
Maine
|
$410K
|
+$61K
|
+1,590
|
+21%
|
|
|
50
|
Avantax Advisory Services
Dallas,
Texas
|
$388K
|
+$336K
|
+8,768
|
New
|
|
