|
26
|
UBP Investment Advisors
Geneva,
Switzerland
|
$19.2M
|
+$19.1M
|
+627,996
|
+7,521%
|
|
|
27
|
HighTower Advisors
Chicago,
Illinois
|
$19.2M
|
+$5.75M
|
+189,124
|
+42%
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.3M
|
+$1.88M
|
+61,916
|
+12%
|
|
|
29
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$16.2M
|
+$432K
|
+14,228
|
+3%
|
|
|
30
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$15.7M
|
-$1.49M
|
-49,100
|
-9%
|
|
|
31
|
WESCAP Management Group
Glendale,
California
|
$15.3M
|
-$3.88M
|
-127,638
|
-20%
|
|
|
32
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$14.7M
|
-$98.5K
|
-3,242
|
-0.7%
|
|
|
33
|
Renaissance Technologies
New York
|
$14.1M
|
+$8.42M
|
+276,876
|
+145%
|
|
|
34
|
GeoWealth Management
Chicago,
Illinois
|
$13.9M
|
+$10.9M
|
+358,205
|
+345%
|
|
|
35
|
New York Life Investment Management
New York
|
$13.4M
|
+$13.6M
|
+445,836
|
New
|
|
|
36
|
WJ Wealth Management
Glendale,
Arizona
|
$13.3M
|
+$4.02M
|
+132,310
|
+43%
|
|
|
37
|
Iron Horse Wealth Management
Johston,
Iowa
|
$13.1M
|
+$918K
|
+30,191
|
+7%
|
|
|
38
|
Ceera Investments
Bellaire,
Texas
|
$12.9M
|
-$1.35M
|
-44,544
|
-9%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$12.9M
|
+$678K
|
+22,297
|
+5%
|
|
|
40
|
Terril Brothers
St. Louis,
Missouri
|
$12.5M
|
-$19.7M
|
-647,924
|
-61%
|
|
|
41
|
SimpliFi Inc
San Diego,
California
|
$12.1M
|
-$69.5K
|
-2,285
|
-0.6%
|
|
|
42
|
Penobscot Investment Management
Boston,
Massachusetts
|
$11.9M
|
-$1.92M
|
-63,055
|
-14%
|
|
|
43
|
Portland Global Advisors
Portland,
Maine
|
$11.7M
|
+$303K
|
+9,959
|
+3%
|
|
|
44
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$11.6M
|
+$11.7M
|
+384,161
|
New
|
|
|
45
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$11M
|
+$2.83M
|
+93,039
|
+34%
|
|
|
46
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$10.9M
|
+$6.95M
|
+228,761
|
+173%
|
|
|
47
|
D.J. St. Germain
Springfield,
Massachusetts
|
$10.8M
|
-$3.66M
|
-120,328
|
-25%
|
|
|
48
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$10.8M
|
+$5.98M
|
+196,768
|
+122%
|
|
|
49
|
Orca Investment Management
Roseburg,
Oregon
|
$10.8M
|
-$41.2K
|
-1,356
|
-0.4%
|
|
|
50
|
Westover Capital Advisors
Wilmington,
Delaware
|
$10.8M
|
+$1.74M
|
+57,289
|
+19%
|
|
