|
26
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.07M
|
+$1.93M
|
+10,985
|
New
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$1.98M
|
+$1.84M
|
+10,519
|
New
|
|
|
28
|
Blue Capital Inc
Omaha,
Nebraska
|
$1.88M
|
-$518K
|
-2,954
|
-23%
|
|
|
29
|
Financial Management Professionals
Austin,
Texas
|
$1.87M
|
-$50.3K
|
-287
|
-3%
|
|
|
30
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$1.76M
|
-$208K
|
-1,185
|
-11%
|
|
|
31
|
Liberty One Investment Management
Libertyville,
Illinois
|
$1.7M
|
+$47.2K
|
+269
|
+3%
|
|
|
32
|
Kaizen Financial Strategies
Campbell,
California
|
$1.45M
|
+$112K
|
+638
|
+11%
|
|
|
33
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$1.15M
|
+$1.07M
|
+6,119
|
New
|
|
|
34
|
Gotham Asset Management
New York
|
$1.07M
|
–
|
–
|
–
|
|
|
35
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$1.06M
|
+$302K
|
+1,725
|
+44%
|
|
|
36
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.03M
|
+$999K
|
+5,701
|
New
|
|
|
37
|
|
$1.02M
|
+$11.4K
|
+65
|
+1%
|
|
|
38
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.02M
|
+$948K
|
+5,406
|
New
|
|
|
39
|
Regal Investment Advisors
Kentwood,
Michigan
|
$996K
|
+$929K
|
+5,298
|
New
|
|
|
40
|
Quartz Partners
Saratoga Springs,
New York
|
$984K
|
-$2.04M
|
-11,635
|
-69%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$719K
|
+$347K
|
+1,980
|
+107%
|
|
|
42
|
Worthington Financial Partners
Worthington,
Ohio
|
$717K
|
-$128K
|
-733
|
-16%
|
|
|
43
|
Avior Wealth Management
Omaha,
Nebraska
|
$641K
|
+$23.7K
|
+135
|
+4%
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$606K
|
+$118K
|
+674
|
+26%
|
|
|
45
|
PGIM Custom Harvest
Newark,
New Jersey
|
$587K
|
-$51.7K
|
-295
|
-9%
|
|
|
46
|
Pacific Sun Financial
Los Angeles,
California
|
$525K
|
+$8.77K
|
+50
|
+2%
|
|
|
47
|
Equitable Holdings
New York
|
$500K
|
+$572K
|
+3,265
|
New
|
|
|
48
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$465K
|
–
|
–
|
–
|
|
|
49
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$461K
|
-$423K
|
-2,415
|
-52%
|
|
|
50
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$447K
|
+$356K
|
+2,029
|
+583%
|
|
