|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.9M
|
+$453K
|
+1,486
|
+2%
|
|
|
27
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$15.8M
|
+$450K
|
+1,479
|
+3%
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$13.6M
|
+$7.46M
|
+24,503
|
+122%
|
|
|
29
|
|
$13.5M
|
+$1.6M
|
+5,261
|
+13%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$12.6M
|
+$4.57M
|
+15,003
|
+57%
|
|
|
31
|
Portfolio Strategies
Monsey,
New York
|
$11.9M
|
-$142K
|
-466
|
-1%
|
|
|
32
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$11.6M
|
-$1.41M
|
-4,620
|
-11%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$11.2M
|
-$2.77M
|
-9,093
|
-20%
|
|
|
34
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.1M
|
+$5.4M
|
+17,725
|
+114%
|
|
|
35
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$10.1M
|
+$238K
|
+783
|
+2%
|
|
|
36
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$9.93M
|
+$271K
|
+890
|
+3%
|
|
|
37
|
Hobart Private Capital
Charlotte,
North Carolina
|
$9.68M
|
+$2.33M
|
+7,637
|
+32%
|
|
|
38
|
Bailard
Foster City,
California
|
$9.14M
|
-$579K
|
-1,902
|
-6%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.97M
|
-$4.49M
|
-14,730
|
-33%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.72M
|
+$1.39M
|
+4,563
|
+19%
|
|
|
41
|
Cetera Advisor Networks
El Segundo,
California
|
$8.55M
|
+$1.57M
|
+5,169
|
+23%
|
|
|
42
|
Private Advisor Group
Morristown,
New Jersey
|
$8.51M
|
+$1.26M
|
+4,141
|
+17%
|
|
|
43
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$8.21M
|
-$1.22M
|
-3,996
|
-13%
|
|
|
44
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$8.09M
|
+$8.07M
|
+26,511
|
New
|
|
|
45
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$7.82M
|
-$1.35M
|
-4,429
|
-15%
|
|
|
46
|
Atria Wealth Solutions
New York
|
$7.51M
|
+$7.49M
|
+24,600
|
New
|
|
|
47
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.9M
|
-$206K
|
-675
|
-3%
|
|
|
48
|
PFG Advisors
Phoenix,
Arizona
|
$6.53M
|
-$160K
|
-527
|
-2%
|
|
|
49
|
Clarity Wealth Advisors
San Jose,
California
|
$6.11M
|
+$103K
|
+337
|
+2%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$5.83M
|
-$304K
|
-997
|
-5%
|
|
