|
26
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$8.5M
|
-$93.5K
|
-839
|
-1%
|
|
|
27
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.46M
|
–
|
–
|
–
|
|
|
28
|
Parallel Advisors
San Francisco,
California
|
$8.16M
|
-$83.4K
|
-748
|
-1%
|
|
|
29
|
Madrona Financial Services
Everett,
Washington
|
$7.48M
|
+$98.6K
|
+885
|
+1%
|
|
|
30
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.35M
|
-$40.5K
|
-363
|
-0.6%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$7.32M
|
+$140K
|
+1,253
|
+2%
|
|
|
32
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$7.25M
|
-$219K
|
-1,962
|
-3%
|
|
|
33
|
MML Investors Services
Springfield,
Massachusetts
|
$7.01M
|
-$1.46M
|
-13,126
|
-18%
|
|
|
34
|
Personal CFO Solutions
Chester,
New Jersey
|
$6.56M
|
+$641K
|
+5,750
|
+12%
|
|
|
35
|
Curi RMB Capital
Chicago,
Illinois
|
$5.96M
|
-$2.23K
|
-20
|
-0%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$5.94M
|
-$689K
|
-6,180
|
-11%
|
|
|
37
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5.74M
|
+$4.49M
|
+40,250
|
+474%
|
|
|
38
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.52M
|
+$1.03M
|
+9,215
|
+24%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.52M
|
+$358K
|
+3,211
|
+7%
|
|
|
40
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$5.29M
|
+$407K
|
+3,650
|
+9%
|
|
|
41
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5.22M
|
-$1.9M
|
-17,033
|
-28%
|
|
|
42
|
Beck Capital Management
Austin,
Texas
|
$4.87M
|
-$229K
|
-2,054
|
-5%
|
|
|
43
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$4.79M
|
+$297K
|
+2,665
|
+7%
|
|
|
44
|
Cooper Financial Group
Irvine,
California
|
$4.79M
|
-$3.5M
|
-31,402
|
-44%
|
|
|
45
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$4.75M
|
+$266K
|
+2,385
|
+6%
|
|
|
46
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.75M
|
-$97.2K
|
-872
|
-2%
|
|
|
47
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.72M
|
+$685K
|
+6,148
|
+18%
|
|
|
48
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$4.67M
|
-$5.22M
|
-46,815
|
-54%
|
|
|
49
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.61M
|
+$58.4K
|
+524
|
+1%
|
|
|
50
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$4.5M
|
+$298K
|
+2,677
|
+8%
|
|
