|
26
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.9M
|
–
|
–
|
–
|
|
|
27
|
Karp Capital Management
Sausalito,
California
|
$13.9M
|
+$1.69M
|
+32,396
|
+14%
|
|
|
28
|
First Ascent Asset Management
Denver,
Colorado
|
$13.5M
|
+$13.5M
|
+259,292
|
New
|
|
|
29
|
Whitney & Co
Rochester,
New York
|
$13.4M
|
+$466K
|
+8,929
|
+4%
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.7M
|
+$3.37M
|
+64,527
|
+36%
|
|
|
31
|
Agilis Partners
Waltham,
Massachusetts
|
$10.6M
|
+$4.86M
|
+93,190
|
+85%
|
|
|
32
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.95M
|
+$4.96M
|
+95,008
|
+99%
|
|
|
33
|
Clear Creek Financial Management
Silverdale,
Washington
|
$9.62M
|
+$9.58M
|
+183,668
|
New
|
|
|
34
|
Wilshire Advisors
Santa Monica,
California
|
$9.33M
|
-$133K
|
-2,541
|
-1%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.14M
|
+$477K
|
+9,142
|
+6%
|
|
|
36
|
Eaton Vance Management
Boston,
Massachusetts
|
$7.16M
|
+$832K
|
+15,952
|
+13%
|
|
|
37
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$7.11M
|
+$7.12M
|
+136,370
|
New
|
|
|
38
|
ETF Portfolio Partners
Leawood,
Kansas
|
$6.95M
|
+$150K
|
+2,884
|
+2%
|
|
|
39
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$6.91M
|
+$1.12M
|
+21,377
|
+19%
|
|
|
40
|
CX Institutional
Auburn,
Indiana
|
$6.82M
|
-$4.04M
|
-77,442
|
-37%
|
|
|
41
|
Systelligence LLC
Bloomington,
Minnesota
|
$6.49M
|
+$6.5M
|
+124,514
|
New
|
|
|
42
|
Next Financial Group
Houston,
Texas
|
$6.1M
|
+$109K
|
+2,080
|
+2%
|
|
|
43
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$6.06M
|
-$261K
|
-5,000
|
-4%
|
|
|
44
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$5.51M
|
+$170K
|
+3,266
|
+3%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$5.03M
|
+$5.03M
|
+96,462
|
New
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$4.59M
|
+$530K
|
+10,155
|
+13%
|
|
|
47
|
|
$4.28M
|
–
|
–
|
–
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.26M
|
+$4.26M
|
+81,570
|
New
|
|
|
49
|
Opes Wealth Management
Menlo Park,
California
|
$4.12M
|
+$566K
|
+10,841
|
+16%
|
|
|
50
|
Summit Financial
Parsippany,
New Jersey
|
$4.02M
|
-$3.16M
|
-60,531
|
-44%
|
|
