|
26
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$18M
|
-$1.88M
|
-6,137
|
-10%
|
|
|
27
|
Financial Management Concepts
Winter Springs,
Florida
|
$17.4M
|
-$174K
|
-567
|
-1%
|
|
|
28
|
PGIM Custom Harvest
Newark,
New Jersey
|
$16.7M
|
+$2.3M
|
+7,492
|
+16%
|
|
|
29
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$15.2M
|
-$1.83M
|
-5,964
|
-11%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$14.2M
|
+$2.13M
|
+6,958
|
+18%
|
|
|
31
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$14M
|
-$511K
|
-1,666
|
-4%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14M
|
+$13.7M
|
+44,536
|
New
|
|
|
33
|
Barings
Charlotte,
North Carolina
|
$13.9M
|
+$75.4K
|
+246
|
+0.6%
|
|
|
34
|
Private Advisor Group
Morristown,
New Jersey
|
$13.3M
|
+$259K
|
+844
|
+2%
|
|
|
35
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$11.3M
|
+$55.8K
|
+182
|
+0.5%
|
|
|
36
|
Portfolio Strategies
Monsey,
New York
|
$10.9M
|
-$83.7K
|
-273
|
-0.8%
|
|
|
37
|
Bailard
Foster City,
California
|
$10.1M
|
-$116K
|
-379
|
-1%
|
|
|
38
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$9.98M
|
+$145K
|
+472
|
+2%
|
|
|
39
|
Atria Investments
Charlotte,
North Carolina
|
$9.92M
|
+$2.44M
|
+7,973
|
+34%
|
|
|
40
|
|
$9.49M
|
+$8.45M
|
+27,553
|
+1,030%
|
|
|
41
|
|
$9.46M
|
-$414K
|
-1,349
|
-4%
|
|
|
42
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.9M
|
+$224K
|
+729
|
+3%
|
|
|
43
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.31M
|
+$469K
|
+1,531
|
+6%
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.95M
|
+$2.08M
|
+6,788
|
+37%
|
|
|
45
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$7.48M
|
+$193K
|
+629
|
+3%
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$7.46M
|
+$319K
|
+1,039
|
+5%
|
|
|
47
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$7.39M
|
+$2.88M
|
+9,405
|
+67%
|
|
|
48
|
PFG Advisors
Phoenix,
Arizona
|
$7.1M
|
+$419K
|
+1,366
|
+6%
|
|
|
49
|
Rockefeller Capital Management
New York
|
$6.92M
|
+$410K
|
+1,336
|
+6%
|
|
|
50
|
Jackson Wealth Management
Lake Mary,
Florida
|
$6.88M
|
+$104K
|
+340
|
+2%
|
|
