|
26
|
AlphaCore Capital
La Jolla,
California
|
$36.5M
|
-$1.03M
|
-22,475
|
-3%
|
|
|
27
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$34.6M
|
+$5.15M
|
+112,401
|
+17%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$33.4M
|
+$1.41M
|
+30,712
|
+4%
|
|
|
29
|
CGN Advisors
Manhattan,
Kansas
|
$32.2M
|
-$7.66M
|
-167,279
|
-19%
|
|
|
30
|
Kestra Investment Management
Austin,
Texas
|
$31.5M
|
+$8.91M
|
+194,512
|
+39%
|
|
|
31
|
Guggenheim Capital
Chicago,
Illinois
|
$31M
|
+$3.54M
|
+77,327
|
+13%
|
|
|
32
|
Albion Financial Group
Salt Lake City,
Utah
|
$29.1M
|
+$963K
|
+21,024
|
+3%
|
|
|
33
|
KWB Wealth
Redlands,
California
|
$28.3M
|
-$3.22M
|
-70,349
|
-10%
|
|
|
34
|
Towneley Capital Management
Laguna Hills,
California
|
$27.8M
|
+$789K
|
+17,236
|
+3%
|
|
|
35
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$27.7M
|
+$17.7M
|
+386,881
|
+170%
|
|
|
36
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$27.7M
|
+$6.62M
|
+144,459
|
+31%
|
|
|
37
|
Arvest Investments
Lowell,
Arkansas
|
$27.3M
|
-$190K
|
-4,155
|
-0.7%
|
|
|
38
|
Leo Wealth LLC
Hurst,
Texas
|
$26.8M
|
+$7.32M
|
+159,837
|
+37%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.3M
|
-$7.34M
|
-160,279
|
-22%
|
|
|
40
|
Legacy Private Trust
Neenah,
Wisconsin
|
$26M
|
+$1.39M
|
+30,311
|
+6%
|
|
|
41
|
Rockefeller Capital Management
New York
|
$23.5M
|
+$725K
|
+15,826
|
+3%
|
|
|
42
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$22.4M
|
-$4.6M
|
-100,369
|
-17%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$22.1M
|
+$22.1M
|
+482,505
|
+7,577%
|
|
|
44
|
Moment Partners
San Francisco,
California
|
$20.6M
|
+$20.8M
|
+454,702
|
New
|
|
|
45
|
Insight Wealth Strategies
San Ramon,
California
|
$20.5M
|
+$4.7M
|
+102,533
|
+29%
|
|
|
46
|
Financial Enhancement Group
Anderson,
Indiana
|
$19.6M
|
+$402K
|
+8,780
|
+2%
|
|
|
47
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$18.9M
|
+$174K
|
+3,806
|
+0.9%
|
|
|
48
|
Horizon Investments
Charlotte,
North Carolina
|
$18.9M
|
-$6.04M
|
-131,823
|
-24%
|
|
|
49
|
Parallel Advisors
San Francisco,
California
|
$17.8M
|
-$51M
|
-1,114,039
|
-74%
|
|
|
50
|
Blue Edge Capital
Richmond,
Virginia
|
$17.4M
|
+$2.78M
|
+60,711
|
+19%
|
|
