|
26
|
EP Wealth Advisors
Torrance,
California
|
$3.99M
|
-$4.72K
|
-43
|
-0.1%
|
|
|
27
|
Osborne Partners Capital Management
San Francisco,
California
|
$3.97M
|
–
|
–
|
–
|
|
|
28
|
Win Advisors
Palm Beach Gardens,
Florida
|
$3.88M
|
+$3.96M
|
+36,050
|
New
|
|
|
29
|
MTM Investment Management
Spartanburg,
South Carolina
|
$3.51M
|
-$32.9K
|
-300
|
-0.9%
|
|
|
30
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$3.51M
|
+$12.5K
|
+114
|
+0.4%
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$3.35M
|
+$348K
|
+3,170
|
+11%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$3.18M
|
+$339K
|
+3,090
|
+12%
|
|
|
33
|
Mercer Global Advisors
Denver,
Colorado
|
$2.93M
|
+$138K
|
+1,255
|
+5%
|
|
|
34
|
William Blair & Company
Chicago,
Illinois
|
$2.83M
|
-$41.2K
|
-375
|
-1%
|
|
|
35
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.77M
|
+$24.7K
|
+225
|
+0.9%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.73M
|
-$373K
|
-3,402
|
-12%
|
|
|
37
|
G&S Capital
Denver,
Colorado
|
$2.69M
|
+$222K
|
+2,023
|
+9%
|
|
|
38
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.48M
|
+$157K
|
+1,427
|
+7%
|
|
|
39
|
PFG Investments
Woodbury,
New York
|
$2.44M
|
-$177K
|
-1,610
|
-7%
|
|
|
40
|
Financial Management Professionals
Austin,
Texas
|
$2.43M
|
+$2.48M
|
+22,585
|
New
|
|
|
41
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$2.43M
|
-$18.1K
|
-165
|
-0.7%
|
|
|
42
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.17M
|
–
|
–
|
–
|
|
|
43
|
Waverly Advisors
Birmingham,
Alabama
|
$2.04M
|
-$81.8K
|
-745
|
-4%
|
|
|
44
|
MGB Wealth Management
Addison,
Texas
|
$2.03M
|
+$209K
|
+1,900
|
+11%
|
|
|
45
|
Global Retirement Partners
San Rafael,
California
|
$1.93M
|
+$1.95M
|
+17,766
|
+9,603%
|
|
|
46
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$1.86M
|
+$1.9M
|
+17,309
|
New
|
|
|
47
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.8M
|
+$549
|
+5
|
+0%
|
|
|
48
|
Snowden Capital Advisors
New York
|
$1.8M
|
–
|
–
|
–
|
|
|
49
|
Fort Point Capital Partners
San Francisco,
California
|
$1.73M
|
-$32.1K
|
-292
|
-2%
|
|
|
50
|
Steward Partners Investment Advisory
New York
|
$1.68M
|
-$165K
|
-1,504
|
-9%
|
|
