|
26
|
Charles Schwab
San Francisco,
California
|
$24M
|
-$846K
|
-12,272
|
-3%
|
|
|
27
|
Insight Wealth Strategies
San Ramon,
California
|
$22.4M
|
+$37K
|
+536
|
+0.2%
|
|
|
28
|
PFS Investments
Duluth,
Georgia
|
$22M
|
+$1.14M
|
+16,561
|
+5%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$19.2M
|
+$4.02M
|
+58,333
|
+26%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.8M
|
-$734K
|
-10,645
|
-4%
|
|
|
31
|
Symmetry Partners
Glastonbury,
Connecticut
|
$17.3M
|
+$248K
|
+3,602
|
+1%
|
|
|
32
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$17.3M
|
+$419K
|
+6,079
|
+2%
|
|
|
33
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$16.8M
|
-$78.3K
|
-1,135
|
-0.5%
|
|
|
34
|
Ocean Park Asset Management
Santa Monica,
California
|
$16.8M
|
+$57.4K
|
+833
|
+0.3%
|
|
|
35
|
MML Investors Services
Springfield,
Massachusetts
|
$16.3M
|
+$332K
|
+4,815
|
+2%
|
|
|
36
|
Legacy Financial Advisors
Covington,
Kentucky
|
$16.1M
|
-$419K
|
-6,071
|
-2%
|
|
|
37
|
|
$15.9M
|
+$16.3M
|
+236,700
|
New
|
|
|
38
|
Karpus Investment Management
Pittsford,
New York
|
$14.1M
|
+$1.29M
|
+18,646
|
+10%
|
|
|
39
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$14M
|
+$779K
|
+11,293
|
+6%
|
|
|
40
|
Liquid Strategies
Atlanta,
Georgia
|
$13.3M
|
+$780K
|
+11,312
|
+6%
|
|
|
41
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$13.1M
|
+$1.38M
|
+20,000
|
+11%
|
|
|
42
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$12.9M
|
-$3.64M
|
-52,751
|
-22%
|
|
|
43
|
Armbruster Capital Management
Pittsford,
New York
|
$12.9M
|
+$216K
|
+3,136
|
+2%
|
|
|
44
|
Janiczek Wealth Management
Denver,
Colorado
|
$12.6M
|
-$245K
|
-3,549
|
-2%
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.5M
|
+$236K
|
+3,417
|
+2%
|
|
|
46
|
Agilis Partners
Waltham,
Massachusetts
|
$12.3M
|
–
|
–
|
–
|
|
|
47
|
SimplyRich
Carlsbad,
California
|
$12.2M
|
+$876K
|
+12,707
|
+8%
|
|
|
48
|
Family Capital Trust
Peabody,
Massachusetts
|
$12M
|
-$34.1K
|
-495
|
-0.3%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$11.6M
|
-$390K
|
-5,655
|
-3%
|
|
|
50
|
Aspiriant LLC
Los Angeles,
California
|
$11.5M
|
-$453K
|
-6,571
|
-4%
|
|
