|
26
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14M
|
-$2.46M
|
-8,037
|
-15%
|
|
|
27
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13M
|
+$556K
|
+1,815
|
+5%
|
|
|
28
|
Atria Wealth Solutions
New York
|
$12.6M
|
-$351K
|
-1,146
|
-3%
|
|
|
29
|
Grimes & Company
Westborough,
Massachusetts
|
$12.3M
|
-$2.95M
|
-9,622
|
-20%
|
|
|
30
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$11.5M
|
+$235K
|
+766
|
+2%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$11.5M
|
+$2.04M
|
+6,650
|
+22%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$10.9M
|
-$273K
|
-892
|
-2%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.2M
|
-$2.11M
|
-6,900
|
-17%
|
|
|
34
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$10.1M
|
-$175K
|
-572
|
-2%
|
|
|
35
|
Hobart Private Capital
Charlotte,
North Carolina
|
$10.1M
|
-$36.8K
|
-120
|
-0.4%
|
|
|
36
|
Lido Advisors
Los Angeles,
California
|
$10.1M
|
+$1.15M
|
+3,738
|
+13%
|
|
|
37
|
|
$8.93M
|
+$4.46M
|
+14,553
|
+104%
|
|
|
38
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$8.78M
|
+$200K
|
+653
|
+2%
|
|
|
39
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.6M
|
+$38K
|
+124
|
+0.5%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$8.23M
|
-$11.8M
|
-38,582
|
-59%
|
|
|
41
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$7.92M
|
–
|
–
|
–
|
|
|
42
|
Bailard
Foster City,
California
|
$7.8M
|
-$430K
|
-1,405
|
-5%
|
|
|
43
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$7.68M
|
+$195K
|
+637
|
+3%
|
|
|
44
|
Miller Equity Capital Advisors
Irving,
Texas
|
$7.55M
|
–
|
–
|
–
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.19M
|
+$614K
|
+2,005
|
+10%
|
|
|
46
|
Westside Investment Management
Santa Monica,
California
|
$6.81M
|
+$152K
|
+496
|
+2%
|
|
|
47
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.68M
|
-$247K
|
-805
|
-4%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$6.62M
|
+$583K
|
+1,904
|
+10%
|
|
|
49
|
Avantax Advisory Services
Dallas,
Texas
|
$6.54M
|
-$189K
|
-618
|
-3%
|
|
|
50
|
Praetorian Wealth Management
Carmel,
California
|
$6.37M
|
+$117K
|
+382
|
+2%
|
|
