|
26
|
Truist Financial
Charlotte,
North Carolina
|
$1.43M
|
+$913K
|
+9,329
|
+181%
|
|
|
27
|
Stephen J. Garry & Associates
Garden City,
New York
|
$1.43M
|
-$24.5K
|
-250
|
-2%
|
|
|
28
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.42M
|
-$1.72M
|
-17,583
|
-55%
|
|
|
29
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.41M
|
+$9.89K
|
+101
|
+0.7%
|
|
|
30
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.4M
|
+$1.39M
|
+14,187
|
New
|
|
|
31
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$1.3M
|
-$62.6K
|
-639
|
-5%
|
|
|
32
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$312K
|
+3,192
|
+36%
|
|
|
33
|
Hilltop Holdings
Dallas,
Texas
|
$1.16M
|
-$8.13K
|
-83
|
-0.7%
|
|
|
34
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.05M
|
+$751K
|
+7,677
|
+256%
|
|
|
35
|
Financial Management Network
Mission Viejo,
California
|
$1.04M
|
+$214K
|
+2,183
|
+26%
|
|
|
36
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$946K
|
+$940K
|
+9,600
|
New
|
|
|
37
|
Clearstead Advisors
Cleveland,
Ohio
|
$944K
|
+$938K
|
+9,578
|
New
|
|
|
38
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$905K
|
-$11.6K
|
-119
|
-1%
|
|
|
39
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$819K
|
+$8.52K
|
+87
|
+1%
|
|
|
40
|
Signal Tree Financial Partners
Copley,
Ohio
|
$814K
|
+$808K
|
+8,258
|
New
|
|
|
41
|
Genesis Private Wealth
Ashburn,
Virginia
|
$804K
|
-$61.6K
|
-629
|
-7%
|
|
|
42
|
SigFig Wealth Management
San Francisco,
California
|
$774K
|
+$453K
|
+4,628
|
+142%
|
|
|
43
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$759K
|
+$286K
|
+2,925
|
+61%
|
|
|
44
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$737K
|
+$445K
|
+4,543
|
+155%
|
|
|
45
|
Maia Wealth
Denver,
Colorado
|
$676K
|
+$72.3K
|
+739
|
+12%
|
|
|
46
|
25 LLC
St. Louis,
Missouri
|
$612K
|
+$1.18K
|
+12
|
+0.2%
|
|
|
47
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$565K
|
+$561K
|
+5,734
|
New
|
|
|
48
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$507K
|
+$503K
|
+5,141
|
New
|
|
|
49
|
Brown Advisory
Baltimore,
Maryland
|
$493K
|
–
|
–
|
–
|
|
|
50
|
|
$484K
|
+$481K
|
+4,910
|
New
|
|
