|
26
|
Refined Wealth Management
Salt Lake City,
Utah
|
$13.2M
|
+$238K
|
+7,772
|
+2%
|
|
|
27
|
Appleton Partners
Boston,
Massachusetts
|
$13M
|
-$3.91M
|
-127,614
|
-23%
|
|
|
28
|
Capital One Financial
Mclean,
Virginia
|
$12.4M
|
-$6.54M
|
-213,550
|
-35%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$12M
|
+$2.47M
|
+80,484
|
+26%
|
|
|
30
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12M
|
+$823K
|
+26,870
|
+7%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
+$3.05M
|
+99,573
|
+36%
|
|
|
32
|
WJ Wealth Management
Glendale,
Arizona
|
$11.6M
|
+$9.61M
|
+313,569
|
+490%
|
|
|
33
|
|
$11.4M
|
+$32.7K
|
+1,066
|
+0.3%
|
|
|
34
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$10.9M
|
+$232K
|
+7,566
|
+2%
|
|
|
35
|
Capital Investment Advisors
Atlanta,
Georgia
|
$10.6M
|
-$419K
|
-13,668
|
-4%
|
|
|
36
|
Penobscot Investment Management
Boston,
Massachusetts
|
$10.6M
|
-$281K
|
-9,171
|
-3%
|
|
|
37
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.5M
|
+$10.4M
|
+340,956
|
New
|
|
|
38
|
Ceera Investments
Bellaire,
Texas
|
$10.4M
|
+$10.4M
|
+337,825
|
New
|
|
|
39
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$10.3M
|
-$1.51M
|
-49,425
|
-13%
|
|
|
40
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$9.95M
|
+$5.53M
|
+180,637
|
+126%
|
|
|
41
|
American Portfolios Advisors
Holbrook,
New York
|
$9.56M
|
-$3.27M
|
-106,589
|
-25%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.56M
|
-$453K
|
-14,772
|
-5%
|
|
|
43
|
Private Advisor Group
Morristown,
New Jersey
|
$9.51M
|
-$6.61M
|
-215,838
|
-41%
|
|
|
44
|
Cornerstone Management
Duluth,
Georgia
|
$9.31M
|
+$1.03M
|
+33,731
|
+12%
|
|
|
45
|
Terril Brothers
St. Louis,
Missouri
|
$9.16M
|
-$12.7K
|
-415
|
-0.1%
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$9.14M
|
+$771K
|
+25,167
|
+9%
|
|
|
47
|
Portland Global Advisors
Portland,
Maine
|
$9.05M
|
+$822K
|
+26,815
|
+10%
|
|
|
48
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$9.02M
|
+$9.01M
|
+294,160
|
New
|
|
|
49
|
Reilly Financial Advisors
La Mesa,
California
|
$8.81M
|
-$130K
|
-4,241
|
-1%
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
$8.61M
|
+$3.54M
|
+115,494
|
+70%
|
|
