|
26
|
&Partners
Nashville,
Tennessee
|
$5.28M
|
+$242K
|
+1,952
|
+5%
|
|
|
27
|
Institute for Wealth Management
Denver,
Colorado
|
$5.16M
|
-$37K
|
-298
|
-0.7%
|
|
|
28
|
BNP Paribas Financial Markets
Paris,
France
|
$4.83M
|
–
|
–
|
–
|
|
|
29
|
Osborne Partners Capital Management
San Francisco,
California
|
$4.1M
|
-$13.6K
|
-110
|
-0.3%
|
|
|
30
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.56M
|
+$128K
|
+1,033
|
+4%
|
|
|
31
|
MTM Investment Management
Spartanburg,
South Carolina
|
$3.5M
|
-$55.2K
|
-445
|
-2%
|
|
|
32
|
NBC Securities
Birmingham,
Alabama
|
$3.45M
|
+$2.32M
|
+18,689
|
+189%
|
|
|
33
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$3.39M
|
–
|
–
|
–
|
|
|
34
|
Farther Finance Advisors
San Francisco,
California
|
$3.34M
|
-$403K
|
-3,248
|
-11%
|
|
|
35
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.85M
|
-$311K
|
-2,503
|
-9%
|
|
|
36
|
William Blair & Company
Chicago,
Illinois
|
$2.83M
|
-$62K
|
-500
|
-2%
|
|
|
37
|
EP Wealth Advisors
Torrance,
California
|
$2.69M
|
-$115K
|
-924
|
-4%
|
|
|
38
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.47M
|
-$68.4K
|
-551
|
-3%
|
|
|
39
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.43M
|
–
|
–
|
–
|
|
|
40
|
Calton & Associates
Tampa,
Florida
|
$2.39M
|
-$47K
|
-379
|
-2%
|
|
|
41
|
Mercer Global Advisors
Denver,
Colorado
|
$2.32M
|
-$38.5K
|
-310
|
-2%
|
|
|
42
|
LJI Wealth Management
Indianapolis,
Indiana
|
$2.32M
|
-$233K
|
-1,882
|
-9%
|
|
|
43
|
Equitable Holdings
New York
|
$2.24M
|
+$1.29M
|
+10,410
|
+118%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$2.2M
|
-$616K
|
-4,967
|
-21%
|
|
|
45
|
Waverly Advisors
Birmingham,
Alabama
|
$2.2M
|
–
|
–
|
–
|
|
|
46
|
Sovereign Financial Group
Stamford,
Connecticut
|
$2.02M
|
–
|
–
|
–
|
|
|
47
|
Private Advisory Group
Redmond,
Washington
|
$1.93M
|
+$921K
|
+7,420
|
+87%
|
|
|
48
|
Snowden Capital Advisors
New York
|
$1.9M
|
+$10.9K
|
+88
|
+0.6%
|
|
|
49
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.81M
|
+$147K
|
+1,186
|
+9%
|
|
|
50
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$1.8M
|
+$1.85M
|
+14,882
|
New
|
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