|
26
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
-$540K
|
-15,605
|
-4%
|
|
|
27
|
IFP Advisors
Tampa,
Florida
|
$11.4M
|
+$191K
|
+5,507
|
+3%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$10.2M
|
+$760K
|
+21,954
|
+8%
|
|
|
29
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$9.32M
|
-$267M
|
-7,705,000
|
-96%
|
|
|
30
|
Whitcomb & Hess
Ashland,
Ohio
|
$8.29M
|
+$497K
|
+14,351
|
+6%
|
|
|
31
|
|
$8.06M
|
-$5.57M
|
-161,028
|
-40%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$7.49M
|
+$850K
|
+24,545
|
+12%
|
|
|
33
|
AE Wealth Management
Topeka,
Kansas
|
$6.29M
|
+$5.82M
|
+168,079
|
+697%
|
|
|
34
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$6.1M
|
+$6.45M
|
+186,235
|
New
|
|
|
35
|
Rakuten Investment Management
Tokyo,
Japan
|
$6.09M
|
-$45K
|
-1,300
|
-0.7%
|
|
|
36
|
Performa Ltd (US)
Charleston,
South Carolina
|
$5.91M
|
+$1.87M
|
+54,125
|
+43%
|
|
|
37
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.63M
|
+$704K
|
+20,338
|
+13%
|
|
|
38
|
Riversedge Advisors
Wilmington,
Delaware
|
$5.14M
|
-$52.9K
|
-1,527
|
-1%
|
|
|
39
|
Horizons Wealth Management
Asheville,
North Carolina
|
$5.03M
|
-$24.1K
|
-695
|
-0.5%
|
|
|
40
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$5M
|
+$5.28M
|
+152,600
|
New
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.97M
|
+$3.17M
|
+91,666
|
+167%
|
|
|
42
|
|
$4.83M
|
–
|
–
|
–
|
|
|
43
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.74M
|
-$4.62M
|
-133,517
|
-48%
|
|
|
44
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$4.69M
|
+$349K
|
+10,094
|
+8%
|
|
|
45
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$3.85M
|
-$204K
|
-5,886
|
-5%
|
|
|
46
|
Martel Wealth Advisors
Vancouver,
Washington
|
$3.66M
|
-$482K
|
-13,928
|
-11%
|
|
|
47
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$3.19M
|
-$41.8K
|
-1,209
|
-1%
|
|
|
48
|
Rockland Trust
Hanover,
Massachusetts
|
$2.92M
|
+$435K
|
+12,580
|
+16%
|
|
|
49
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.75M
|
+$1.63M
|
+47,060
|
+127%
|
|
|
50
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.64M
|
+$422K
|
+12,204
|
+18%
|
|
