|
26
|
SimplyRich
Carlsbad,
California
|
$12.6M
|
+$12.6M
|
+200,541
|
New
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$12.6M
|
-$3.16M
|
-50,191
|
-20%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.4M
|
+$1.81M
|
+28,692
|
+19%
|
|
|
29
|
|
$11M
|
+$1.46M
|
+23,259
|
+15%
|
|
|
30
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.7M
|
+$426K
|
+6,767
|
+4%
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.74M
|
-$1.39M
|
-22,076
|
-12%
|
|
|
32
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$9.54M
|
+$275K
|
+4,378
|
+3%
|
|
|
33
|
Wade Financial Advisory
Campbell,
California
|
$9.5M
|
+$52.8K
|
+840
|
+0.6%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$8.09M
|
-$162K
|
-2,575
|
-2%
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.93M
|
+$311K
|
+4,942
|
+4%
|
|
|
36
|
Avantax Advisory Services
Dallas,
Texas
|
$7.59M
|
+$80.4K
|
+1,278
|
+1%
|
|
|
37
|
Mirsky Financial Management
Rochester,
New York
|
$7.56M
|
+$215K
|
+3,422
|
+3%
|
|
|
38
|
Mercer Global Advisors
Denver,
Colorado
|
$7.41M
|
-$15.2K
|
-242
|
-0.2%
|
|
|
39
|
Physician Wealth Advisors
Midvale,
Utah
|
$7.01M
|
-$18.7K
|
-298
|
-0.3%
|
|
|
40
|
Stephens Inc
Little Rock,
Arkansas
|
$7M
|
+$188K
|
+2,990
|
+3%
|
|
|
41
|
Friedenthal Financial
Marlton,
New Jersey
|
$6.99M
|
+$308K
|
+4,891
|
+5%
|
|
|
42
|
Madison Asset Management
Madison,
Wisconsin
|
$6.78M
|
-$3.36M
|
-53,451
|
-33%
|
|
|
43
|
|
$6.42M
|
-$693K
|
-11,011
|
-10%
|
|
|
44
|
Titus Wealth Management
Larskpur,
California
|
$6.33M
|
+$107K
|
+1,701
|
+2%
|
|
|
45
|
United Capital Financial Advisors
Irving,
Texas
|
$6.31M
|
-$460K
|
-7,311
|
-7%
|
|
|
46
|
Neumann Capital Management
Foster City,
California
|
$6.24M
|
-$1.14M
|
-18,080
|
-15%
|
|
|
47
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$6.23M
|
-$9.88K
|
-157
|
-0.2%
|
|
|
48
|
Well Done LLC
Holland,
Michigan
|
$6.02M
|
+$40.8K
|
+649
|
+0.7%
|
|
|
49
|
Elo Mutual Pension Insurance
Espoo,
Finland
|
$5.97M
|
–
|
–
|
–
|
|
|
50
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$5.86M
|
+$1.48M
|
+23,531
|
+34%
|
|
