|
26
|
Institute for Wealth Management
Denver,
Colorado
|
$5.01M
|
-$250K
|
-2,126
|
-5%
|
|
|
27
|
&Partners
Nashville,
Tennessee
|
$4.87M
|
+$3.17M
|
+26,869
|
+180%
|
|
|
28
|
BNP Paribas Financial Markets
Paris,
France
|
$4.66M
|
+$2.36M
|
+20,000
|
+100%
|
|
|
29
|
Osborne Partners Capital Management
San Francisco,
California
|
$3.97M
|
-$135K
|
-1,144
|
-3%
|
|
|
30
|
Farther Finance Advisors
San Francisco,
California
|
$3.53M
|
-$1.33M
|
-11,249
|
-27%
|
|
|
31
|
MTM Investment Management
Spartanburg,
South Carolina
|
$3.42M
|
-$37.6K
|
-319
|
-1%
|
|
|
32
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$3.39M
|
-$8.25K
|
-70
|
-0.2%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.31M
|
+$44.9K
|
+381
|
+1%
|
|
|
34
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.17M
|
-$193K
|
-1,637
|
-6%
|
|
|
35
|
William Blair & Company
Chicago,
Illinois
|
$2.78M
|
-$76.6K
|
-650
|
-3%
|
|
|
36
|
EP Wealth Advisors
Torrance,
California
|
$2.7M
|
+$2.73M
|
+23,190
|
New
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$2.7M
|
-$278K
|
-2,360
|
-9%
|
|
|
38
|
PFG Investments
Woodbury,
New York
|
$2.54M
|
+$61.6K
|
+523
|
+2%
|
|
|
39
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$2.54M
|
-$38.3K
|
-325
|
-1%
|
|
|
40
|
LJI Wealth Management
Indianapolis,
Indiana
|
$2.45M
|
-$10.5K
|
-89
|
-0.4%
|
|
|
41
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.45M
|
-$143K
|
-1,216
|
-5%
|
|
|
42
|
Calton & Associates
Tampa,
Florida
|
$2.35M
|
-$138K
|
-1,170
|
-5%
|
|
|
43
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.34M
|
-$10.7K
|
-91
|
-0.4%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$2.27M
|
-$68.8K
|
-584
|
-3%
|
|
|
45
|
MGB Wealth Management
Addison,
Texas
|
$2.21M
|
-$3.42K
|
-29
|
-0.2%
|
|
|
46
|
Waverly Advisors
Birmingham,
Alabama
|
$2.12M
|
-$87.4K
|
-742
|
-4%
|
|
|
47
|
Global Retirement Partners
San Rafael,
California
|
$2.03M
|
-$8.84K
|
-75
|
-0.4%
|
|
|
48
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.95M
|
–
|
–
|
–
|
|
|
49
|
Steward Partners Investment Advisory
New York
|
$1.89M
|
-$55.7K
|
-473
|
-3%
|
|
|
50
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.86M
|
+$775K
|
+6,581
|
+70%
|
|
