|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.7M
|
-$12.5M
|
-189,460
|
-36%
|
|
|
27
|
Insight Wealth Strategies
San Ramon,
California
|
$22.4M
|
-$896K
|
-13,611
|
-4%
|
|
|
28
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$21.4M
|
-$16.1M
|
-245,315
|
-58%
|
|
|
29
|
PFS Investments
Duluth,
Georgia
|
$21.3M
|
+$16M
|
+243,778
|
+375%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.6M
|
+$2.83M
|
+43,007
|
+19%
|
|
|
31
|
Symmetry Partners
Glastonbury,
Connecticut
|
$17.1M
|
+$664K
|
+10,092
|
+4%
|
|
|
32
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$16.9M
|
+$385K
|
+5,847
|
+2%
|
|
|
33
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$16.9M
|
-$1.33M
|
-20,250
|
-7%
|
|
|
34
|
Ocean Park Asset Management
Santa Monica,
California
|
$16.8M
|
+$16.3M
|
+247,900
|
New
|
|
|
35
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$16.5M
|
-$5.8M
|
-88,175
|
-27%
|
|
|
36
|
Legacy Financial Advisors
Covington,
Kentucky
|
$16.5M
|
-$184K
|
-2,797
|
-1%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$16.1M
|
-$701K
|
-10,656
|
-4%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$15.3M
|
-$2.26M
|
-34,364
|
-13%
|
|
|
39
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$15.1M
|
-$291K
|
-4,416
|
-2%
|
|
|
40
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$13.9M
|
+$12.9M
|
+196,358
|
New
|
|
|
41
|
Janiczek Wealth Management
Denver,
Colorado
|
$13.1M
|
-$612K
|
-9,294
|
-5%
|
|
|
42
|
Karpus Investment Management
Pittsford,
New York
|
$12.9M
|
-$1.7M
|
-25,879
|
-12%
|
|
|
43
|
Armbruster Capital Management
Pittsford,
New York
|
$12.8M
|
+$172K
|
+2,609
|
+1%
|
|
|
44
|
Liquid Strategies
Atlanta,
Georgia
|
$12.6M
|
+$1.76M
|
+26,718
|
+17%
|
|
|
45
|
Agilis Partners
Waltham,
Massachusetts
|
$12.4M
|
–
|
–
|
–
|
|
|
46
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.3M
|
-$804K
|
-12,212
|
-6%
|
|
|
47
|
Family Capital Trust
Peabody,
Massachusetts
|
$12.1M
|
+$33.9K
|
+515
|
+0.3%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$12M
|
+$87.7K
|
+1,333
|
+0.8%
|
|
|
49
|
Aspiriant LLC
Los Angeles,
California
|
$12M
|
-$1.78M
|
-27,070
|
-13%
|
|
|
50
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$11.9M
|
+$11.6M
|
+176,661
|
New
|
|
