|
26
|
Frisch Financial Group
Melville,
New York
|
$6.23M
|
-$398K
|
-2,934
|
-6%
|
|
|
27
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.22M
|
-$477K
|
-3,521
|
-7%
|
|
|
28
|
MML Investors Services
Springfield,
Massachusetts
|
$6.16M
|
-$3.52M
|
-26,011
|
-35%
|
|
|
29
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.09M
|
+$621K
|
+4,580
|
+10%
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.89M
|
+$495K
|
+3,652
|
+9%
|
|
|
31
|
Stenger Family Office
Naperville,
Illinois
|
$4.7M
|
+$5.02M
|
+37,038
|
New
|
|
|
32
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.58M
|
+$4.89M
|
+36,090
|
New
|
|
|
33
|
Davis Investment Partners
Charlotte,
North Carolina
|
$4.57M
|
-$653K
|
-4,820
|
-12%
|
|
|
34
|
NTV Asset Management
Charleston,
West Virginia
|
$4.51M
|
-$148K
|
-1,093
|
-3%
|
|
|
35
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.43M
|
-$11.2K
|
-83
|
-0.2%
|
|
|
36
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.33M
|
-$42K
|
-310
|
-0.9%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$4.24M
|
-$530K
|
-3,910
|
-10%
|
|
|
38
|
Crumly & Associates
Springfield,
Illinois
|
$3.96M
|
-$232K
|
-1,713
|
-5%
|
|
|
39
|
Darwin Wealth Management
Tampa,
Florida
|
$3.96M
|
-$3.46M
|
-25,554
|
-45%
|
|
|
40
|
Cresset Asset Management
Chicago,
Illinois
|
$3.78M
|
-$180K
|
-1,327
|
-4%
|
|
|
41
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.67M
|
-$375K
|
-2,769
|
-9%
|
|
|
42
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.63M
|
-$383K
|
-2,825
|
-9%
|
|
|
43
|
Rockefeller Capital Management
New York
|
$3.37M
|
-$1.89M
|
-13,960
|
-34%
|
|
|
44
|
Choreo LLC
Rockford,
Illinois
|
$3.31M
|
-$91.5K
|
-675
|
-3%
|
|
|
45
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$3.16M
|
+$34K
|
+251
|
+1%
|
|
|
46
|
Cozad Asset Management
Champaign,
Illinois
|
$3.03M
|
-$109K
|
-801
|
-3%
|
|
|
47
|
Prospera Financial Services
Dallas,
Texas
|
$2.97M
|
-$28.9K
|
-213
|
-0.9%
|
|
|
48
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.94M
|
+$354K
|
+2,616
|
+13%
|
|
|
49
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.86M
|
+$1.59M
|
+11,710
|
+108%
|
|
|
50
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.72M
|
+$76K
|
+561
|
+3%
|
|
