|
26
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.21M
|
-$217K
|
-3,766
|
-3%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$7.19M
|
-$46.7K
|
-812
|
-0.7%
|
|
|
28
|
Rockland Trust
Hanover,
Massachusetts
|
$6.89M
|
-$196K
|
-3,399
|
-3%
|
|
|
29
|
Morningstar Investment Management
Chicago,
Illinois
|
$6.43M
|
-$522K
|
-9,060
|
-8%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$5.87M
|
+$1.28M
|
+22,262
|
+31%
|
|
|
31
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$5.8M
|
+$5.39M
|
+93,646
|
New
|
|
|
32
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.58M
|
-$602K
|
-10,459
|
-10%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.01M
|
+$224K
|
+3,889
|
+5%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$4.82M
|
-$530K
|
-9,200
|
-11%
|
|
|
35
|
TPB Wealth Advisors
San Antonio,
Texas
|
$4.5M
|
-$495K
|
-8,600
|
-11%
|
|
|
36
|
Cetera Advisors
Denver,
Colorado
|
$4.29M
|
-$75.1K
|
-1,304
|
-2%
|
|
|
37
|
Advisor OS
Chicago,
Illinois
|
$4.16M
|
+$3.87M
|
+67,267
|
New
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.05M
|
+$475K
|
+8,246
|
+14%
|
|
|
39
|
Valicenti Advisory Services
Elmira,
New York
|
$4.02M
|
+$3.74M
|
+64,935
|
New
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$3.75M
|
-$5.7M
|
-99,056
|
-62%
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$3.5M
|
+$539K
|
+9,365
|
+20%
|
|
|
42
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.45M
|
+$3.21M
|
+55,742
|
New
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.47M
|
+$1.32M
|
+22,894
|
+134%
|
|
|
44
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.36M
|
-$391K
|
-6,791
|
-15%
|
|
|
45
|
Stringer Asset Management
Memphis,
Tennessee
|
$2.23M
|
+$2.07M
|
+35,944
|
New
|
|
|
46
|
Granger Management
New York
|
$2.21M
|
+$2.06M
|
+35,764
|
New
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.2M
|
+$1.54M
|
+26,692
|
+299%
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.83M
|
+$954K
|
+16,578
|
+127%
|
|
|
49
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.83M
|
+$1.7M
|
+29,499
|
New
|
|
|
50
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.75M
|
–
|
–
|
–
|
|
