|
26
|
Institute for Wealth Management
Denver,
Colorado
|
$6.49M
|
-$279
|
-2
|
-0%
|
|
|
27
|
|
$6.13M
|
-$785K
|
-5,631
|
-12%
|
|
|
28
|
Affinity Wealth Management
Wilmington,
Delaware
|
$5.91M
|
+$5.14M
|
+36,912
|
+1,794%
|
|
|
29
|
Osborne Partners Capital Management
San Francisco,
California
|
$5.15M
|
–
|
–
|
–
|
|
|
30
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.69M
|
+$203K
|
+1,457
|
+5%
|
|
|
31
|
MTM Investment Management
Spartanburg,
South Carolina
|
$4.35M
|
-$40.7K
|
-292
|
-1%
|
|
|
32
|
NBC Securities
Birmingham,
Alabama
|
$4.33M
|
-$6.97K
|
-50
|
-0.2%
|
|
|
33
|
Farther Finance Advisors
San Francisco,
California
|
$4.13M
|
+$21.7K
|
+156
|
+0.6%
|
|
|
34
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$4.09M
|
-$304K
|
-2,179
|
-7%
|
|
|
35
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.7M
|
-$4.32K
|
-31
|
-0.1%
|
|
|
36
|
William Blair & Company
Chicago,
Illinois
|
$3.56M
|
+$9.75K
|
+70
|
+0.3%
|
|
|
37
|
EP Wealth Advisors
Torrance,
California
|
$3.41M
|
+$29K
|
+208
|
+0.9%
|
|
|
38
|
Mercer Global Advisors
Denver,
Colorado
|
$3.3M
|
+$352K
|
+2,527
|
+13%
|
|
|
39
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.23M
|
+$111K
|
+795
|
+4%
|
|
|
40
|
Two Sigma Investments
New York
|
$3.15M
|
+$2.89M
|
+20,733
|
New
|
|
|
41
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$3.06M
|
–
|
–
|
–
|
|
|
42
|
Equitable Holdings
New York
|
$3.05M
|
+$118K
|
+848
|
+4%
|
|
|
43
|
Waverly Advisors
Birmingham,
Alabama
|
$2.76M
|
–
|
–
|
–
|
|
|
44
|
Global Retirement Partners
San Rafael,
California
|
$2.7M
|
+$2.47M
|
+17,762
|
New
|
|
|
45
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.58M
|
+$2.37M
|
+17,026
|
New
|
|
|
46
|
Sovereign Financial Group
Stamford,
Connecticut
|
$2.54M
|
–
|
–
|
–
|
|
|
47
|
Snowden Capital Advisors
New York
|
$2.54M
|
+$142K
|
+1,020
|
+6%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$2.32M
|
-$410K
|
-2,941
|
-16%
|
|
|
49
|
PFG Investments
Woodbury,
New York
|
$2.3M
|
+$144K
|
+1,034
|
+7%
|
|
|
50
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.07M
|
-$189K
|
-1,356
|
-9%
|
|
