|
26
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1M
|
+$1M
|
+34,005
|
New
|
|
|
27
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$969K
|
-$278K
|
-9,407
|
-22%
|
|
|
28
|
Allie Family Office
Miami,
Florida
|
$857K
|
–
|
–
|
–
|
|
|
29
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$805K
|
+$808K
|
+27,350
|
New
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$787K
|
-$278K
|
-9,415
|
-26%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$770K
|
-$23.3K
|
-790
|
-3%
|
|
|
32
|
Capasso Planning Partners
Charleston,
South Carolina
|
$688K
|
+$691K
|
+23,390
|
New
|
|
|
33
|
Mutual Advisors
Omaha,
Nebraska
|
$635K
|
+$633K
|
+21,430
|
New
|
|
|
34
|
Centric Wealth Management
Chicago,
Illinois
|
$629K
|
-$89K
|
-3,013
|
-12%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$604K
|
+$504K
|
+17,054
|
+493%
|
|
|
36
|
Group One Trading
Chicago,
Illinois
|
$544K
|
+$547K
|
+18,505
|
New
|
|
|
37
|
Bank of New York Mellon
New York
|
$456K
|
-$192K
|
-6,504
|
-30%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$451K
|
-$129K
|
-4,359
|
-22%
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$422K
|
-$73.7K
|
-2,494
|
-15%
|
|
|
40
|
TAP Consulting
Kirkwood,
Missouri
|
$419K
|
–
|
–
|
–
|
|
|
41
|
Focus Financial Network
Minneapolis,
Minnesota
|
$370K
|
–
|
–
|
–
|
|
|
42
|
Narus Financial Partners
Salt Lake City,
Utah
|
$363K
|
+$364K
|
+12,333
|
New
|
|
|
43
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$317K
|
-$139K
|
-4,710
|
-30%
|
|
|
44
|
Avantax Advisory Services
Dallas,
Texas
|
$297K
|
+$1.8K
|
+61
|
+0.6%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$276K
|
+$277K
|
+9,375
|
New
|
|
|
46
|
Drive Wealth Management
Lehi,
Utah
|
$262K
|
+$264K
|
+8,921
|
New
|
|
|
47
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$251K
|
+$252K
|
+8,536
|
New
|
|
|
48
|
|
$251K
|
-$2.5M
|
-84,684
|
-91%
|
|
|
49
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$241K
|
+$242K
|
+8,194
|
New
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$216K
|
-$20.1K
|
-679
|
-8%
|
|
