|
26
|
Truist Financial
Charlotte,
North Carolina
|
$2.21M
|
-$215K
|
-7,808
|
-9%
|
|
|
27
|
Custom Portfolio Group
Englewood,
Colorado
|
$2.15M
|
+$302K
|
+10,943
|
+15%
|
|
|
28
|
Ariadne Wealth Management
Santa Barbara,
California
|
$1.99M
|
+$2.02M
|
+73,251
|
New
|
|
|
29
|
United Capital Financial Advisors
Irving,
Texas
|
$1.97M
|
-$247K
|
-8,953
|
-11%
|
|
|
30
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.82M
|
+$281K
|
+10,176
|
+18%
|
|
|
31
|
Bank of New York Mellon
New York
|
$1.78M
|
+$751K
|
+27,233
|
+71%
|
|
|
32
|
Citadel Advisors
Miami,
Florida
|
$1.73M
|
+$399K
|
+14,463
|
+29%
|
|
|
33
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$1.68M
|
-$141K
|
-5,119
|
-8%
|
|
|
34
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.66M
|
+$1.7M
|
+61,494
|
New
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.65M
|
+$470K
|
+17,036
|
+39%
|
|
|
36
|
Equitable Holdings
New York
|
$1.63M
|
+$23.4K
|
+850
|
+1%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.6M
|
-$1.1M
|
-39,847
|
-40%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$1.52M
|
+$55.2K
|
+2,000
|
+4%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.42M
|
+$65K
|
+2,355
|
+5%
|
|
|
40
|
Wealthspire Advisors (New York)
New York
|
$1.32M
|
–
|
–
|
–
|
|
|
41
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.23M
|
+$1.25M
|
+45,422
|
New
|
|
|
42
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.19M
|
+$44.1K
|
+1,598
|
+4%
|
|
|
43
|
Stephens Inc
Little Rock,
Arkansas
|
$1.14M
|
+$110K
|
+4,000
|
+11%
|
|
|
44
|
Anson Capital
Tyrone,
Georgia
|
$1.13M
|
+$39.9K
|
+1,446
|
+4%
|
|
|
45
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.11M
|
+$1.13M
|
+40,894
|
New
|
|
|
46
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
47
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.07M
|
+$17.1K
|
+621
|
+2%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$1.05M
|
+$208K
|
+7,536
|
+24%
|
|
|
49
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$924K
|
+$173K
|
+6,281
|
+23%
|
|
|
50
|
Cascade Financial Partners
San Diego,
California
|
$912K
|
–
|
–
|
–
|
|
