|
26
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$12M
|
+$11.8M
|
+100,970
|
New
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
-$427K
|
-3,671
|
-4%
|
|
|
28
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.6M
|
+$379K
|
+3,254
|
+3%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$11.1M
|
+$762K
|
+6,542
|
+8%
|
|
|
30
|
Equitable Holdings
New York
|
$10.8M
|
-$245K
|
-2,105
|
-2%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.5M
|
+$1.33M
|
+11,423
|
+15%
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.3M
|
-$952K
|
-8,173
|
-9%
|
|
|
33
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$10.2M
|
-$96.2K
|
-826
|
-1%
|
|
|
34
|
Tacita Capital
Toronto,
Ontario, Canada
|
$10M
|
+$220K
|
+1,893
|
+2%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$9.64M
|
-$386K
|
-3,313
|
-4%
|
|
|
36
|
Mercer Global Advisors
Denver,
Colorado
|
$9.38M
|
-$95.9K
|
-824
|
-1%
|
|
|
37
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.63M
|
+$7.22M
|
+62,013
|
+577%
|
|
|
38
|
AllianceBernstein
Nashville,
Tennessee
|
$8.22M
|
+$10.4K
|
+89
|
+0.1%
|
|
|
39
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$7.97M
|
+$64K
|
+550
|
+0.8%
|
|
|
40
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$6.8M
|
-$1.07M
|
-9,205
|
-12%
|
|
|
41
|
|
$6.71M
|
+$6.58M
|
+56,552
|
New
|
|
|
42
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.5M
|
-$13.9K
|
-119
|
-0.2%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.44M
|
+$1.23M
|
+10,571
|
+24%
|
|
|
44
|
IRON Financial
Northbrook,
Illinois
|
$6.31M
|
-$355K
|
-3,050
|
-5%
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.94M
|
+$3.06M
|
+26,276
|
+110%
|
|
|
46
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.9M
|
+$4.99M
|
+42,885
|
+626%
|
|
|
47
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5.66M
|
+$1.53M
|
+13,144
|
+38%
|
|
|
48
|
Financial Connections Group
Corte Madera,
California
|
$5.52M
|
-$27.8K
|
-239
|
-0.5%
|
|
|
49
|
SYM Financial Corp
Winona Lake,
Indiana
|
$4.72M
|
+$83.5K
|
+717
|
+2%
|
|
|
50
|
Valmark Advisers
Akron,
Ohio
|
$4.65M
|
-$342K
|
-2,938
|
-7%
|
|
