|
26
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$13.5M
|
+$123K
|
+2,660
|
+0.9%
|
|
|
27
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$13.3M
|
+$524K
|
+11,340
|
+4%
|
|
|
28
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12.8M
|
-$173K
|
-3,751
|
-1%
|
|
|
29
|
Summit Wealth Partners
Orlando,
Florida
|
$12.7M
|
+$12.7M
|
+274,332
|
New
|
|
|
30
|
Sage Advisory Services
Austin,
Texas
|
$12.7M
|
-$333K
|
-7,196
|
-3%
|
|
|
31
|
Probity Advisors
Dallas,
Texas
|
$11.9M
|
+$649K
|
+14,054
|
+6%
|
|
|
32
|
Barings
Charlotte,
North Carolina
|
$11.6M
|
–
|
–
|
–
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.2M
|
-$500K
|
-10,817
|
-4%
|
|
|
34
|
Fairview Capital Investment Management
Greenbrae,
California
|
$10.5M
|
-$358K
|
-7,750
|
-3%
|
|
|
35
|
Stokes Family Office
New Orleans,
Louisiana
|
$10.2M
|
+$10M
|
+217,088
|
New
|
|
|
36
|
IRON Financial
Northbrook,
Illinois
|
$10.1M
|
+$5.15M
|
+111,358
|
+106%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$10M
|
+$9.96M
|
+215,592
|
New
|
|
|
38
|
United Capital Financial Advisors
Irving,
Texas
|
$9.82M
|
+$1.22M
|
+26,490
|
+14%
|
|
|
39
|
Conning Inc
Hartford,
Connecticut
|
$9.76M
|
–
|
–
|
–
|
|
|
40
|
Occidental Asset Management
Burlingame,
California
|
$9.68M
|
+$597K
|
+12,927
|
+7%
|
|
|
41
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$9.63M
|
-$714K
|
-15,452
|
-7%
|
|
|
42
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$8.98M
|
+$619K
|
+13,403
|
+7%
|
|
|
43
|
WP Advisors
San Francisco,
California
|
$8.61M
|
+$313K
|
+6,777
|
+4%
|
|
|
44
|
Peregrine Asset Advisers
Portland,
Oregon
|
$8.61M
|
+$8.57M
|
+185,433
|
New
|
|
|
45
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$8.59M
|
+$38.7K
|
+838
|
+0.5%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$8.59M
|
+$5.23M
|
+113,116
|
+158%
|
|
|
47
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$8.23M
|
+$7.87M
|
+170,235
|
+2,414%
|
|
|
48
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$8.13M
|
+$998K
|
+21,600
|
+14%
|
|
|
49
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.12M
|
+$1.1M
|
+23,839
|
+16%
|
|
|
50
|
WealthSource Partners
San Luis Obispo,
California
|
$8.02M
|
-$621K
|
-13,430
|
-7%
|
|
