|
26
|
First American Trust
Santa Ana,
California
|
$24.2M
|
+$155K
|
+3,646
|
+0.6%
|
|
|
27
|
Naviter Wealth
Little Rock,
Arkansas
|
$23.7M
|
+$3.81M
|
+89,904
|
+19%
|
|
|
28
|
Choreo LLC
Rockford,
Illinois
|
$21.7M
|
-$732K
|
-17,267
|
-3%
|
|
|
29
|
Proficio Capital Partners
Newton,
Massachusetts
|
$20.2M
|
+$3.44M
|
+81,104
|
+21%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19.6M
|
-$67.3K
|
-1,587
|
-0.3%
|
|
|
31
|
|
$19.2M
|
+$18.2M
|
+429,896
|
+2,019%
|
|
|
32
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$18.1M
|
+$416K
|
+9,811
|
+2%
|
|
|
33
|
Maryland State Retirement & Pension System
Baltimore,
Maryland
|
$17M
|
–
|
–
|
–
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.8M
|
+$10.2M
|
+241,163
|
+156%
|
|
|
35
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.6M
|
+$490K
|
+11,558
|
+3%
|
|
|
36
|
Citadel Advisors
Miami,
Florida
|
$13.9M
|
+$11.3M
|
+265,782
|
+443%
|
|
|
37
|
Searcy Financial Services
Overland Park,
Kansas
|
$13.4M
|
+$44.5K
|
+1,050
|
+0.3%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$13.4M
|
+$9.03M
|
+213,014
|
+211%
|
|
|
39
|
Rockefeller Capital Management
New York
|
$13.3M
|
+$1.24M
|
+29,292
|
+10%
|
|
|
40
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$13M
|
-$185K
|
-4,372
|
-1%
|
|
|
41
|
Allen Wealth Management
Boone,
North Carolina
|
$12.9M
|
+$12.8M
|
+302,571
|
New
|
|
|
42
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$12.7M
|
+$32.1K
|
+758
|
+0.3%
|
|
|
43
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$12.5M
|
+$151K
|
+3,569
|
+1%
|
|
|
44
|
Advisors Preferred
Rockville,
Maryland
|
$12M
|
+$1.1M
|
+25,981
|
+10%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.6M
|
+$622K
|
+14,658
|
+6%
|
|
|
46
|
Fifth Third Securities
Cincinnati,
Ohio
|
$10.2M
|
-$4.7M
|
-110,931
|
-32%
|
|
|
47
|
Novare Capital Management
Charlotte,
North Carolina
|
$10.2M
|
-$373K
|
-8,804
|
-4%
|
|
|
48
|
IronBridge Private Wealth
Austin,
Texas
|
$9.92M
|
+$1.48M
|
+34,791
|
+18%
|
|
|
49
|
Tectonic Advisors
Frisco,
Texas
|
$9.53M
|
-$36.5K
|
-861
|
-0.4%
|
|
|
50
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$9.51M
|
-$131K
|
-3,101
|
-1%
|
|
