|
26
|
KCM Investment Advisors
Greenbrae,
California
|
$9.95M
|
+$710K
|
+3,796
|
+8%
|
|
|
27
|
Atria Investments
Charlotte,
North Carolina
|
$9.71M
|
+$1.24M
|
+6,609
|
+15%
|
|
|
28
|
Ancora Advisors
Cleveland,
Ohio
|
$9.45M
|
–
|
–
|
–
|
|
|
29
|
Atria Wealth Solutions
New York
|
$8.99M
|
+$8.66M
|
+46,341
|
New
|
|
|
30
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$7.69M
|
+$2.35M
|
+12,558
|
+46%
|
|
|
31
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$7.54M
|
-$164K
|
-877
|
-2%
|
|
|
32
|
Enterprise Trust & Investment
Los Gatos,
California
|
$7.04M
|
+$93.5K
|
+500
|
+1%
|
|
|
33
|
Estate Counselors
Thiensville,
Wisconsin
|
$7.02M
|
-$93.5K
|
-500
|
-1%
|
|
|
34
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$6.88M
|
+$4.38M
|
+23,434
|
+195%
|
|
|
35
|
Prudential Financial
Newark,
New Jersey
|
$6.57M
|
-$32.5M
|
-173,667
|
-84%
|
|
|
36
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.52M
|
+$1.06M
|
+5,673
|
+20%
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$6.5M
|
+$341K
|
+1,827
|
+6%
|
|
|
38
|
Resources Management Corp
West Hartford,
Connecticut
|
$6.45M
|
-$150K
|
-802
|
-2%
|
|
|
39
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$6.16M
|
+$77.2K
|
+413
|
+1%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.13M
|
+$1.77M
|
+9,462
|
+43%
|
|
|
41
|
Cavalier Investments
Alpharetta,
Georgia
|
$5.92M
|
+$433K
|
+2,315
|
+8%
|
|
|
42
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$5.82M
|
+$452K
|
+2,418
|
+9%
|
|
|
43
|
Private Advisor Group
Morristown,
New Jersey
|
$5.79M
|
+$2.73M
|
+14,604
|
+96%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$5.67M
|
-$5.22M
|
-27,919
|
-49%
|
|
|
45
|
Aprio Wealth Management
Atlanta,
Georgia
|
$5.52M
|
+$649K
|
+3,473
|
+14%
|
|
|
46
|
|
$5.42M
|
+$933K
|
+4,991
|
+22%
|
|
|
47
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$5.29M
|
+$133K
|
+713
|
+3%
|
|
|
48
|
M&T Bank
Buffalo,
New York
|
$5.17M
|
-$42.4K
|
-227
|
-0.8%
|
|
|
49
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$5.01M
|
+$241K
|
+1,287
|
+5%
|
|
|
50
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$4.79M
|
+$562K
|
+3,008
|
+14%
|
|
