|
26
|
Wealthspire Advisors (New York)
New York
|
$1.63M
|
-$39.6K
|
-1,735
|
-2%
|
|
|
27
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.54M
|
+$294K
|
+12,866
|
+24%
|
|
|
28
|
Waverly Advisors
Birmingham,
Alabama
|
$1.46M
|
+$273K
|
+11,969
|
+23%
|
|
|
29
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.43M
|
+$46
|
+2
|
+0%
|
|
|
30
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$1.4M
|
+$254K
|
+11,136
|
+22%
|
|
|
31
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.38M
|
+$1.37M
|
+60,150
|
New
|
|
|
32
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.32M
|
+$62.5K
|
+2,736
|
+5%
|
|
|
33
|
Pure Financial Advisors
San Diego,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
34
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.28M
|
-$5.54M
|
-242,806
|
-81%
|
|
|
35
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.21M
|
-$19.3K
|
-847
|
-2%
|
|
|
36
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.15M
|
+$68.9K
|
+3,018
|
+6%
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$1.13M
|
+$512K
|
+22,436
|
+83%
|
|
|
38
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.1M
|
+$8.43K
|
+369
|
+0.8%
|
|
|
39
|
Cascade Financial Partners
San Diego,
California
|
$1.1M
|
+$65K
|
+2,846
|
+6%
|
|
|
40
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.09M
|
+$22.1K
|
+968
|
+2%
|
|
|
41
|
Equitable Holdings
New York
|
$1.08M
|
+$269K
|
+11,799
|
+33%
|
|
|
42
|
Eagle Global Advisors
Houston,
Texas
|
$1.07M
|
+$630K
|
+27,580
|
+145%
|
|
|
43
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.01M
|
+$81.6K
|
+3,574
|
+9%
|
|
|
44
|
Diversify Advisory Services
Sandy,
Utah
|
$1M
|
+$11.9K
|
+522
|
+1%
|
|
|
45
|
Cary Street Partners
Richmond,
Virginia
|
$983K
|
+$7.31K
|
+320
|
+0.8%
|
|
|
46
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$981K
|
-$5.02K
|
-220
|
-0.5%
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$969K
|
+$162K
|
+7,074
|
+20%
|
|
|
48
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$968K
|
-$17.6K
|
-771
|
-2%
|
|
|
49
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$952K
|
-$66.8K
|
-2,926
|
-7%
|
|
|
50
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$939K
|
–
|
–
|
–
|
|
