|
26
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.06M
|
+$2.87M
|
+55,221
|
New
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.96M
|
+$846K
|
+16,296
|
+44%
|
|
|
28
|
Atria Wealth Solutions
New York
|
$2.84M
|
-$179K
|
-3,452
|
-6%
|
|
|
29
|
|
$2.74M
|
-$48K
|
-924
|
-2%
|
|
|
30
|
ICA Group Wealth Management
Denver,
Colorado
|
$2.67M
|
+$541K
|
+10,431
|
+28%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.28M
|
+$75.8K
|
+1,460
|
+4%
|
|
|
32
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.22M
|
-$334K
|
-6,427
|
-14%
|
|
|
33
|
Cresset Asset Management
Chicago,
Illinois
|
$2.21M
|
–
|
–
|
–
|
|
|
34
|
Balentine LLC
Atlanta,
Georgia
|
$2.13M
|
+$73.1K
|
+1,408
|
+4%
|
|
|
35
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.02M
|
-$100K
|
-1,934
|
-5%
|
|
|
36
|
Flow Traders U.S.
New York
|
$1.97M
|
-$5.87M
|
-113,096
|
-76%
|
|
|
37
|
Act Wealth Management
Plano,
Texas
|
$1.9M
|
+$20.9K
|
+403
|
+1%
|
|
|
38
|
Corient Private Wealth
Miami,
Florida
|
$1.75M
|
+$4.05K
|
+78
|
+0.2%
|
|
|
39
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$1.67M
|
-$643K
|
-12,381
|
-59%
|
|
|
40
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.49M
|
+$113K
|
+2,185
|
+9%
|
|
|
41
|
Prudential Financial
Newark,
New Jersey
|
$1.44M
|
-$139K
|
-2,681
|
-9%
|
|
|
42
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.38M
|
+$684K
|
+13,173
|
+113%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$1.28M
|
+$1.2M
|
+23,153
|
New
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.14M
|
+$607K
|
+11,693
|
+132%
|
|
|
45
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.07M
|
+$89.6K
|
+1,726
|
+10%
|
|
|
46
|
|
$1.05M
|
+$11.2K
|
+215
|
+1%
|
|
|
47
|
Merit Financial Group
Alpharetta,
Georgia
|
$945K
|
-$56.8K
|
-1,095
|
-6%
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$918K
|
+$5.97K
|
+115
|
+0.7%
|
|
|
49
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$761K
|
+$42.9K
|
+827
|
+6%
|
|
|
50
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$757K
|
+$7.21K
|
+139
|
+1%
|
|
