|
26
|
White Pine Investment Company
Livonia,
Michigan
|
$10.6M
|
+$271K
|
+9,955
|
+3%
|
|
|
27
|
SlateStone Wealth
Jupiter,
Florida
|
$9.48M
|
-$1.61M
|
-59,391
|
-15%
|
|
|
28
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.47M
|
-$23.2M
|
-853,823
|
-72%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$8.62M
|
+$540K
|
+19,862
|
+7%
|
|
|
30
|
55I LLC
Boston,
Massachusetts
|
$8.24M
|
+$3.28M
|
+120,566
|
+71%
|
|
|
31
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.72M
|
+$290K
|
+10,660
|
+4%
|
|
|
32
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$7.59M
|
+$63.7K
|
+2,341
|
+0.9%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.1M
|
+$798K
|
+29,337
|
+13%
|
|
|
34
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$7.01M
|
+$6.73M
|
+247,615
|
New
|
|
|
35
|
Clear Creek Financial Management
Silverdale,
Washington
|
$6.57M
|
+$6.31M
|
+232,091
|
New
|
|
|
36
|
Rockefeller Capital Management
New York
|
$6.34M
|
+$1.37M
|
+50,319
|
+29%
|
|
|
37
|
|
$6.13M
|
+$5.89M
|
+216,663
|
New
|
|
|
38
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$5.88M
|
-$131K
|
-4,808
|
-2%
|
|
|
39
|
Private Advisor Group
Morristown,
New Jersey
|
$5.84M
|
+$1.27M
|
+46,613
|
+29%
|
|
|
40
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.75M
|
-$207K
|
-7,614
|
-4%
|
|
|
41
|
Wellington Management Group
Boston,
Massachusetts
|
$5.63M
|
-$642K
|
-23,595
|
-11%
|
|
|
42
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$5.51M
|
+$2.76M
|
+101,363
|
+108%
|
|
|
43
|
Cooper Financial Group
Irvine,
California
|
$4.98M
|
-$5.23M
|
-192,395
|
-52%
|
|
|
44
|
Howard Financial Services
Dallas,
Texas
|
$4.75M
|
+$363K
|
+13,337
|
+9%
|
|
|
45
|
|
$4.5M
|
+$766K
|
+28,189
|
+22%
|
|
|
46
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$4.35M
|
-$105K
|
-3,866
|
-2%
|
|
|
47
|
Client 1st Advisory Group
Dunedin,
Florida
|
$4.33M
|
-$771K
|
-28,340
|
-16%
|
|
|
48
|
SteelPeak Wealth
Woodland Hills,
California
|
$4.33M
|
+$4.15M
|
+152,764
|
New
|
|
|
49
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$4.29M
|
+$4.12M
|
+151,585
|
New
|
|
|
50
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.24M
|
-$347K
|
-12,765
|
-8%
|
|
