|
26
|
Axxcess Wealth Management
Carlsbad,
California
|
$7.85M
|
+$7.85M
|
+55,214
|
New
|
|
|
27
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.46M
|
-$133K
|
-937
|
-2%
|
|
|
28
|
Frisch Financial Group
Melville,
New York
|
$7.39M
|
-$183K
|
-1,290
|
-2%
|
|
|
29
|
HighTower Advisors
Chicago,
Illinois
|
$7.37M
|
-$3.86M
|
-27,121
|
-34%
|
|
|
30
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.37M
|
+$1.05M
|
+7,365
|
+20%
|
|
|
31
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.07M
|
+$576K
|
+4,052
|
+10%
|
|
|
32
|
Davis Investment Partners
Charlotte,
North Carolina
|
$5.77M
|
-$6.83K
|
-48
|
-0.1%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$5.76M
|
+$2.19M
|
+15,375
|
+61%
|
|
|
34
|
Two Sigma Investments
New York
|
$5.59M
|
+$2.52M
|
+17,700
|
+82%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$5.31M
|
-$362K
|
-2,546
|
-6%
|
|
|
36
|
NTV Asset Management
Charleston,
West Virginia
|
$5.2M
|
-$256K
|
-1,800
|
-5%
|
|
|
37
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.97M
|
-$30K
|
-211
|
-0.6%
|
|
|
38
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.89M
|
+$713K
|
+5,011
|
+17%
|
|
|
39
|
Crumly & Associates
Springfield,
Illinois
|
$4.68M
|
-$196K
|
-1,377
|
-4%
|
|
|
40
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.63M
|
+$150K
|
+1,058
|
+3%
|
|
|
41
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.46M
|
-$20.6K
|
-145
|
-0.5%
|
|
|
42
|
Cresset Asset Management
Chicago,
Illinois
|
$4.42M
|
+$23.3K
|
+164
|
+0.5%
|
|
|
43
|
|
$4.4M
|
-$1.17M
|
-8,235
|
-21%
|
|
|
44
|
Choreo LLC
Rockford,
Illinois
|
$3.84M
|
-$414K
|
-2,909
|
-10%
|
|
|
45
|
Cozad Asset Management
Champaign,
Illinois
|
$3.51M
|
-$63.6K
|
-447
|
-2%
|
|
|
46
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$3.5M
|
+$29.2K
|
+205
|
+0.8%
|
|
|
47
|
Prospera Financial Services
Dallas,
Texas
|
$3.35M
|
-$126K
|
-888
|
-4%
|
|
|
48
|
Davenport & Co
Richmond,
Virginia
|
$3.28M
|
-$149K
|
-1,048
|
-4%
|
|
|
49
|
WealthBridge Capital Management
Westerville,
Ohio
|
$3.1M
|
+$209K
|
+1,468
|
+7%
|
|
|
50
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.99M
|
-$155K
|
-1,088
|
-5%
|
|
