|
26
|
Allworth Financial
Folsom,
California
|
$7.74M
|
+$1.81M
|
+24,110
|
+28%
|
|
|
27
|
Osborne Partners Capital Management
San Francisco,
California
|
$7.56M
|
-$97.5K
|
-1,302
|
-1%
|
|
|
28
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$6.68M
|
+$1.55M
|
+20,728
|
+27%
|
|
|
29
|
WealthSource Partners
San Luis Obispo,
California
|
$6.49M
|
+$4.89M
|
+65,239
|
+231%
|
|
|
30
|
Sanford Advisory Services
Portage,
Michigan
|
$5.84M
|
-$5.88M
|
-78,567
|
-48%
|
|
|
31
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$5.58M
|
-$65K
|
-868
|
-1%
|
|
|
32
|
Baker Avenue Asset Management
San Francisco,
California
|
$5.58M
|
-$703K
|
-9,386
|
-10%
|
|
|
33
|
Barings
Charlotte,
North Carolina
|
$5.4M
|
–
|
–
|
–
|
|
|
34
|
Mercer Global Advisors
Denver,
Colorado
|
$5.11M
|
+$5.52M
|
+73,730
|
New
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.94M
|
+$471K
|
+6,284
|
+10%
|
|
|
36
|
Aire Advisors
Beverly Hills,
California
|
$4.86M
|
+$1.05M
|
+13,975
|
+25%
|
|
|
37
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.49M
|
+$2.79M
|
+37,216
|
+136%
|
|
|
38
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.38M
|
+$933K
|
+12,455
|
+25%
|
|
|
39
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$4.3M
|
+$3.77M
|
+50,380
|
+433%
|
|
|
40
|
Atria Investments
Charlotte,
North Carolina
|
$4.28M
|
+$3.33M
|
+44,433
|
+256%
|
|
|
41
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$4.2M
|
-$17.1M
|
-228,313
|
-79%
|
|
|
42
|
Equitable Holdings
New York
|
$4.12M
|
+$1.46M
|
+19,556
|
+49%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$3.98M
|
+$770K
|
+10,280
|
+22%
|
|
|
44
|
Intelligence Driven Advisers
Carlsbad,
California
|
$3.9M
|
-$1.61M
|
-21,442
|
-28%
|
|
|
45
|
Atria Wealth Solutions
New York
|
$3.79M
|
+$3.2M
|
+42,695
|
+358%
|
|
|
46
|
|
$3.64M
|
+$2.01M
|
+26,772
|
+104%
|
|
|
47
|
High Falls Advisors
Rochester,
New York
|
$3.6M
|
+$3.6M
|
+48,079
|
+1,267%
|
|
|
48
|
Hohimer Wealth Management
Seattle,
Washington
|
$3.6M
|
-$3.07K
|
-41
|
-0.1%
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
$3.56M
|
+$2.49M
|
+33,273
|
+184%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$3.54M
|
+$3.38M
|
+45,128
|
+754%
|
|
