|
26
|
Financial Management Concepts
Winter Springs,
Florida
|
$16.2M
|
-$558K
|
-1,923
|
-3%
|
|
|
27
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$16.1M
|
-$2.75M
|
-9,462
|
-15%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16M
|
+$911K
|
+3,138
|
+6%
|
|
|
29
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$13.7M
|
-$761K
|
-2,622
|
-5%
|
|
|
30
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$13.6M
|
+$12.7M
|
+43,849
|
+1,957%
|
|
|
31
|
PGIM Custom Harvest
Newark,
New Jersey
|
$13.5M
|
+$5.64M
|
+19,443
|
+74%
|
|
|
32
|
Barings
Charlotte,
North Carolina
|
$13.1M
|
+$2.37M
|
+8,163
|
+23%
|
|
|
33
|
Polianta Ltd
St Helier,
Jersey
|
$12.8M
|
-$551K
|
-1,900
|
-4%
|
|
|
34
|
Private Advisor Group
Morristown,
New Jersey
|
$12.3M
|
+$549K
|
+1,893
|
+5%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$11.3M
|
-$1.67M
|
-5,740
|
-13%
|
|
|
36
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$10.6M
|
-$821K
|
-2,829
|
-7%
|
|
|
37
|
Portfolio Strategies
Monsey,
New York
|
$10.3M
|
+$8.4M
|
+28,943
|
+488%
|
|
|
38
|
Bailard
Foster City,
California
|
$9.59M
|
-$149K
|
-513
|
-2%
|
|
|
39
|
|
$9.3M
|
+$460K
|
+1,586
|
+5%
|
|
|
40
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$9.25M
|
+$850K
|
+2,929
|
+10%
|
|
|
41
|
Rye Brook Capital
Greenwich,
Connecticut
|
$8.37M
|
+$8.23M
|
+28,350
|
New
|
|
|
42
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.15M
|
+$421K
|
+1,450
|
+6%
|
|
|
43
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.37M
|
+$5.42M
|
+18,674
|
+298%
|
|
|
44
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.29M
|
-$9.74M
|
-33,568
|
-58%
|
|
|
45
|
Atria Investments
Charlotte,
North Carolina
|
$6.98M
|
+$833K
|
+2,872
|
+14%
|
|
|
46
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.85M
|
+$1.02M
|
+3,505
|
+18%
|
|
|
47
|
IFP Advisors
Tampa,
Florida
|
$6.71M
|
+$1.13M
|
+3,909
|
+21%
|
|
|
48
|
Kinloch Capital
Glen Allen,
Virginia
|
$6.51M
|
+$3.14M
|
+10,809
|
+96%
|
|
|
49
|
TIAA FSB
Jacksonville,
Florida
|
$6.46M
|
-$1.34M
|
-4,620
|
-17%
|
|
|
50
|
Jackson Wealth Management
Lake Mary,
Florida
|
$6.38M
|
+$6.26M
|
+21,585
|
New
|
|
