|
26
|
Truist Financial
Charlotte,
North Carolina
|
$3.4M
|
+$1.43M
|
+14,205
|
+73%
|
|
|
27
|
|
$3.39M
|
-$1.36M
|
-13,506
|
-29%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$3.23M
|
+$1.2M
|
+11,952
|
+60%
|
|
|
29
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.3M
|
+$2.3M
|
+22,826
|
New
|
|
|
30
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.27M
|
+$334K
|
+3,316
|
+17%
|
|
|
31
|
Oppenheimer & Co
New York
|
$2.19M
|
+$790K
|
+7,847
|
+56%
|
|
|
32
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2.11M
|
+$66.8K
|
+663
|
+3%
|
|
|
33
|
Timonier Family Office
Winston Salem,
North Carolina
|
$1.86M
|
-$36.8K
|
-365
|
-2%
|
|
|
34
|
Mariner
Overland Park,
Kansas
|
$1.79M
|
+$175K
|
+1,737
|
+11%
|
|
|
35
|
|
$1.78M
|
+$1.78M
|
+17,666
|
New
|
|
|
36
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$1.77M
|
+$11.6K
|
+115
|
+0.7%
|
|
|
37
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$1.75M
|
+$519K
|
+5,158
|
+42%
|
|
|
38
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.66M
|
+$58.5K
|
+581
|
+4%
|
|
|
39
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.55M
|
+$365K
|
+3,626
|
+31%
|
|
|
40
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.46M
|
+$12.6K
|
+125
|
+0.9%
|
|
|
41
|
|
$1.42M
|
+$1.42M
|
+14,062
|
New
|
|
|
42
|
SigFig Wealth Management
San Francisco,
California
|
$1.41M
|
+$40.2K
|
+399
|
+3%
|
|
|
43
|
Frankly Finances
Winter Park,
Florida
|
$1.41M
|
+$1.41M
|
+13,979
|
New
|
|
|
44
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.36M
|
+$249K
|
+2,470
|
+22%
|
|
|
45
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.36M
|
–
|
–
|
–
|
|
|
46
|
Hilltop Holdings
Dallas,
Texas
|
$1.33M
|
+$2.72K
|
+27
|
+0.2%
|
|
|
47
|
Genesis Private Wealth
Ashburn,
Virginia
|
$1.28M
|
+$390K
|
+3,875
|
+44%
|
|
|
48
|
Financial Management Network
Mission Viejo,
California
|
$1.26M
|
+$84.6K
|
+840
|
+7%
|
|
|
49
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.18M
|
+$29.6K
|
+294
|
+3%
|
|
|
50
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.17M
|
+$100K
|
+993
|
+9%
|
|
