|
26
|
SlateStone Wealth
Jupiter,
Florida
|
$10.2M
|
-$141K
|
-5,454
|
-1%
|
|
|
27
|
Cooper Financial Group
Irvine,
California
|
$9.53M
|
+$508K
|
+19,658
|
+6%
|
|
|
28
|
White Pine Investment Company
Livonia,
Michigan
|
$9.42M
|
+$949K
|
+36,714
|
+11%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$7.36M
|
+$352K
|
+13,621
|
+5%
|
|
|
30
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$6.88M
|
-$86.1K
|
-3,331
|
-1%
|
|
|
31
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.78M
|
+$1.42M
|
+55,143
|
+27%
|
|
|
32
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.43M
|
+$568K
|
+21,978
|
+10%
|
|
|
33
|
Vivid Financial Management
Orcutt,
California
|
$6.09M
|
-$61.4K
|
-2,375
|
-1%
|
|
|
34
|
Wellington Management Group
Boston,
Massachusetts
|
$5.76M
|
-$245K
|
-9,488
|
-4%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.74M
|
+$216K
|
+8,376
|
+4%
|
|
|
36
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$5.5M
|
-$104K
|
-4,043
|
-2%
|
|
|
37
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.45M
|
-$5.09M
|
-197,161
|
-48%
|
|
|
38
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.29M
|
+$1.94M
|
+75,099
|
+58%
|
|
|
39
|
Client 1st Advisory Group
Dunedin,
Florida
|
$4.89M
|
+$683K
|
+26,427
|
+17%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.59M
|
-$9.26M
|
-358,363
|
-67%
|
|
|
41
|
Rockefeller Capital Management
New York
|
$4.49M
|
+$4.03M
|
+156,103
|
+895%
|
|
|
42
|
55I LLC
Boston,
Massachusetts
|
$4.41M
|
+$2.42M
|
+93,632
|
+122%
|
|
|
43
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$4.32M
|
+$1.13M
|
+43,885
|
+36%
|
|
|
44
|
Emerald Advisors
Bellevue,
Washington
|
$4.23M
|
+$163K
|
+6,304
|
+4%
|
|
|
45
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.21M
|
-$3.17M
|
-122,619
|
-43%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.15M
|
-$580K
|
-22,436
|
-12%
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
$4.14M
|
-$1.58M
|
-61,321
|
-28%
|
|
|
48
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.09M
|
–
|
–
|
–
|
|
|
49
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$4.08M
|
+$142K
|
+5,508
|
+4%
|
|
|
50
|
Howard Financial Services
Dallas,
Texas
|
$4M
|
+$223K
|
+8,612
|
+6%
|
|
