|
26
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$33.5M
|
-$961K
|
-39,696
|
-3%
|
|
|
27
|
FLC Capital Advisors
Palm Desert,
California
|
$28.4M
|
+$356K
|
+14,714
|
+1%
|
|
|
28
|
Financial Counselors Inc
Overland Park,
Kansas
|
$27.7M
|
+$2.34M
|
+96,757
|
+9%
|
|
|
29
|
Passive Capital Management
Baltimore,
Maryland
|
$27.7M
|
+$1.17M
|
+48,322
|
+4%
|
|
|
30
|
Davenport & Co
Richmond,
Virginia
|
$26.9M
|
-$319K
|
-13,168
|
-1%
|
|
|
31
|
High Probability Advisors
Pittsford,
New York
|
$26.5M
|
-$999K
|
-41,265
|
-4%
|
|
|
32
|
Leavell Investment Management
Mobile,
Alabama
|
$25.9M
|
+$3.7M
|
+152,960
|
+17%
|
|
|
33
|
LVW Advisors
Pittsford,
New York
|
$25.5M
|
+$41.4K
|
+1,711
|
+0.2%
|
|
|
34
|
Altiora Financial Group
Lebanon,
Ohio
|
$25M
|
+$359K
|
+14,818
|
+1%
|
|
|
35
|
Holcombe Financial
Atlanta,
Georgia
|
$24.7M
|
+$24.8M
|
+1,025,670
|
New
|
|
|
36
|
AssetMark Inc
Concord,
California
|
$24.6M
|
-$1.7M
|
-70,259
|
-6%
|
|
|
37
|
MAI Capital Management
Independence,
Ohio
|
$24.5M
|
+$24.7M
|
+1,019,524
|
New
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.5M
|
-$487K
|
-20,109
|
-2%
|
|
|
39
|
Charles Schwab Trust
Henderson,
Nevada
|
$20.1M
|
+$1.3M
|
+53,798
|
+7%
|
|
|
40
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$19.9M
|
-$5.65M
|
-233,424
|
-22%
|
|
|
41
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$19.8M
|
+$2.07M
|
+85,619
|
+12%
|
|
|
42
|
Avior Wealth Management
Omaha,
Nebraska
|
$19.8M
|
+$913K
|
+37,697
|
+5%
|
|
|
43
|
Williams Financial
North Bennington,
Vermont
|
$19.5M
|
+$638K
|
+26,333
|
+3%
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.3M
|
+$1.08M
|
+44,669
|
+6%
|
|
|
45
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$18.9M
|
+$102K
|
+4,215
|
+0.5%
|
|
|
46
|
Towneley Capital Management
Laguna Hills,
California
|
$18.9M
|
+$497K
|
+20,543
|
+3%
|
|
|
47
|
Apella Capital
West Hartford,
Connecticut
|
$18.8M
|
-$3.08M
|
-127,046
|
-14%
|
|
|
48
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$18.6M
|
–
|
–
|
–
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$18.3M
|
-$1.52M
|
-62,763
|
-8%
|
|
|
50
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
+$1.56M
|
+64,314
|
+9%
|
|
