|
26
|
Mariner
Overland Park,
Kansas
|
$22.1M
|
-$30.4M
|
-607,908
|
-58%
|
|
|
27
|
|
$20.9M
|
+$10.3M
|
+205,667
|
+97%
|
|
|
28
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$20.7M
|
+$13.5M
|
+269,733
|
+185%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$20.4M
|
+$9.63M
|
+192,913
|
+89%
|
|
|
30
|
Total Investment Management
Scottsdale,
Arizona
|
$19.5M
|
-$30M
|
-601,649
|
-61%
|
|
|
31
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$19.5M
|
+$3.21M
|
+64,226
|
+20%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.3M
|
-$5.9M
|
-118,144
|
-23%
|
|
|
33
|
Central Trust Company
Jefferson City,
Missouri
|
$18.9M
|
-$2.5M
|
-49,974
|
-12%
|
|
|
34
|
Scotia Capital
Toronto,
Ontario, Canada
|
$17.3M
|
-$2.05M
|
-41,151
|
-11%
|
|
|
35
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$16.5M
|
+$9.3M
|
+186,366
|
+129%
|
|
|
36
|
Tidal Investments
Milwaukee,
Wisconsin
|
$16M
|
+$11M
|
+219,323
|
+216%
|
|
|
37
|
Neuberger Berman Group
New York
|
$15.3M
|
+$7.74M
|
+155,106
|
+103%
|
|
|
38
|
AQR Capital Management
Greenwich,
Connecticut
|
$15M
|
-$22.6M
|
-453,334
|
-60%
|
|
|
39
|
TCFG Wealth Management
Laguna Niguel,
California
|
$15M
|
+$14.8M
|
+295,445
|
+6,388%
|
|
|
40
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$15M
|
+$15M
|
+300,070
|
New
|
|
|
41
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14.2M
|
-$665K
|
-13,321
|
-4%
|
|
|
42
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$13.9M
|
+$3.84M
|
+76,917
|
+38%
|
|
|
43
|
Sterling Group Wealth Management
Pasadena,
California
|
$13.7M
|
+$2.34M
|
+46,821
|
+20%
|
|
|
44
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.9M
|
+$3.46M
|
+69,361
|
+37%
|
|
|
45
|
Generation Capital Management
Pittsford,
New York
|
$12.9M
|
-$102K
|
-2,046
|
-0.8%
|
|
|
46
|
Wealthquest
Cincinnati,
Ohio
|
$12.2M
|
-$320K
|
-6,417
|
-3%
|
|
|
47
|
Strait & Sound Wealth Management
San Francisco,
California
|
$11.9M
|
+$854K
|
+17,111
|
+8%
|
|
|
48
|
Family Office Research
Bethesda,
Maryland
|
$11.5M
|
-$1.82M
|
-36,468
|
-14%
|
|
|
49
|
MBL Wealth
Charlotte,
North Carolina
|
$11.2M
|
+$3.66M
|
+73,370
|
+48%
|
|
|
50
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$11M
|
-$137K
|
-2,743
|
-1%
|
|
