|
26
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$7.85M
|
+$7.65M
|
+55,637
|
New
|
|
|
27
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.54M
|
-$271K
|
-1,971
|
-4%
|
|
|
28
|
Frisch Financial Group
Melville,
New York
|
$7.52M
|
-$62.7K
|
-456
|
-0.8%
|
|
|
29
|
Darwin Wealth Management
Tampa,
Florida
|
$7.5M
|
+$578K
|
+4,206
|
+9%
|
|
|
30
|
Davis Investment Partners
Charlotte,
North Carolina
|
$5.79M
|
+$49.2K
|
+358
|
+0.9%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$5.63M
|
+$1.14M
|
+8,258
|
+26%
|
|
|
32
|
|
$5.53M
|
-$203K
|
-1,479
|
-4%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.46M
|
-$203K
|
-1,476
|
-4%
|
|
|
34
|
NTV Asset Management
Charleston,
West Virginia
|
$5.42M
|
-$454K
|
-3,305
|
-8%
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.26M
|
+$423K
|
+3,075
|
+9%
|
|
|
36
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.96M
|
-$45.2K
|
-329
|
-0.9%
|
|
|
37
|
Crumly & Associates
Springfield,
Illinois
|
$4.84M
|
-$71.3K
|
-519
|
-1%
|
|
|
38
|
Equitable Holdings
New York
|
$4.52M
|
-$31.2K
|
-227
|
-0.7%
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.45M
|
-$322K
|
-2,346
|
-7%
|
|
|
40
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.45M
|
–
|
–
|
–
|
|
|
41
|
Cresset Asset Management
Chicago,
Illinois
|
$4.37M
|
+$191K
|
+1,387
|
+5%
|
|
|
42
|
|
$4.26M
|
+$4.15M
|
+30,170
|
New
|
|
|
43
|
Choreo LLC
Rockford,
Illinois
|
$4.19M
|
-$21.3K
|
-155
|
-0.5%
|
|
|
44
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.15M
|
-$4.34M
|
-31,556
|
-52%
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$3.68M
|
+$3.59M
|
+26,102
|
New
|
|
|
46
|
Cozad Asset Management
Champaign,
Illinois
|
$3.55M
|
-$55.7K
|
-405
|
-2%
|
|
|
47
|
Rockefeller Capital Management
New York
|
$3.55M
|
-$754K
|
-5,485
|
-18%
|
|
|
48
|
Prospera Financial Services
Dallas,
Texas
|
$3.45M
|
+$56.1K
|
+408
|
+2%
|
|
|
49
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$3.44M
|
-$226K
|
-1,646
|
-6%
|
|
|
50
|
Davenport & Co
Richmond,
Virginia
|
$3.4M
|
-$26.4K
|
-192
|
-0.8%
|
|
