|
26
|
Truist Financial
Charlotte,
North Carolina
|
$17M
|
-$1.79M
|
-8,168
|
-10%
|
|
|
27
|
Marotta Asset Management
Charlottesville,
Virginia
|
$16.2M
|
-$4.69M
|
-21,419
|
-22%
|
|
|
28
|
Atria Wealth Solutions
New York
|
$15.5M
|
-$557K
|
-2,539
|
-3%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$15.3M
|
+$23.2K
|
+106
|
+0.2%
|
|
|
30
|
Waverly Advisors
Birmingham,
Alabama
|
$14.9M
|
-$894K
|
-4,080
|
-6%
|
|
|
31
|
|
$14.9M
|
-$1.09M
|
-4,971
|
-7%
|
|
|
32
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$14.9M
|
+$2.34M
|
+10,663
|
+19%
|
|
|
33
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$14.3M
|
+$727K
|
+3,318
|
+5%
|
|
|
34
|
KCM Investment Advisors
Greenbrae,
California
|
$13.3M
|
+$210K
|
+959
|
+2%
|
|
|
35
|
Consolidated Capital Management
Burbank,
California
|
$12.4M
|
-$116K
|
-531
|
-0.9%
|
|
|
36
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$11.1M
|
+$10.3K
|
+47
|
+0.1%
|
|
|
37
|
Lido Advisors
Los Angeles,
California
|
$10.8M
|
+$1.06M
|
+4,847
|
+11%
|
|
|
38
|
Williams Financial
North Bennington,
Vermont
|
$10.5M
|
+$10.5M
|
+47,793
|
New
|
|
|
39
|
Seldon Capital
San Francisco,
California
|
$10.4M
|
–
|
–
|
–
|
|
|
40
|
M&T Bank
Buffalo,
New York
|
$10.1M
|
-$1.11M
|
-5,086
|
-10%
|
|
|
41
|
Principal Securities
Des Moines,
Iowa
|
$10.1M
|
+$1.35M
|
+6,146
|
+15%
|
|
|
42
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10M
|
-$2.32M
|
-10,563
|
-19%
|
|
|
43
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$10M
|
-$604K
|
-2,757
|
-6%
|
|
|
44
|
Private Advisor Group
Morristown,
New Jersey
|
$9.79M
|
+$769K
|
+3,507
|
+9%
|
|
|
45
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$9.54M
|
+$104K
|
+475
|
+1%
|
|
|
46
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.15M
|
-$106K
|
-482
|
-1%
|
|
|
47
|
Wealthspire Advisors (New York)
New York
|
$9.11M
|
-$128K
|
-585
|
-1%
|
|
|
48
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$8.65M
|
-$324K
|
-1,476
|
-4%
|
|
|
49
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$8.43M
|
-$96.9K
|
-442
|
-1%
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$8.4M
|
+$1.73M
|
+7,870
|
+26%
|
|
