|
26
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$5.75M
|
+$1.07M
|
+22,886
|
+26%
|
|
|
27
|
Schroder Investment Management Group
London,
United Kingdom
|
$5.73M
|
+$5.16M
|
+110,460
|
New
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.68M
|
-$27.4K
|
-587
|
-0.5%
|
|
|
29
|
Zuckerman Investment Group
Chicago,
Illinois
|
$5.66M
|
-$73.2K
|
-1,565
|
-1%
|
|
|
30
|
Estate Counselors
Thiensville,
Wisconsin
|
$5.35M
|
-$25.7K
|
-550
|
-0.5%
|
|
|
31
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$4.96M
|
+$1.78M
|
+38,118
|
+66%
|
|
|
32
|
Praetorian Wealth Management
Carmel,
California
|
$4.83M
|
-$1.45M
|
-31,049
|
-25%
|
|
|
33
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$4.78M
|
-$50.9K
|
-1,088
|
-1%
|
|
|
34
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.76M
|
-$13.4K
|
-286
|
-0.3%
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.39M
|
-$190K
|
-4,074
|
-5%
|
|
|
36
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.3M
|
-$400K
|
-8,558
|
-9%
|
|
|
37
|
Regis Management Company
Menlo Park,
California
|
$4.14M
|
-$355K
|
-7,600
|
-9%
|
|
|
38
|
Next Financial Group
Houston,
Texas
|
$4M
|
-$483K
|
-10,323
|
-12%
|
|
|
39
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$3.94M
|
+$3.55M
|
+75,900
|
New
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.84M
|
-$987K
|
-21,107
|
-22%
|
|
|
41
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.71M
|
-$272K
|
-5,822
|
-8%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.58M
|
-$839K
|
-17,951
|
-21%
|
|
|
43
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.56M
|
+$2.71M
|
+57,938
|
+536%
|
|
|
44
|
M&T Bank
Buffalo,
New York
|
$3.52M
|
-$258K
|
-5,513
|
-8%
|
|
|
45
|
Ameriprise
Minneapolis,
Minnesota
|
$3.43M
|
+$463K
|
+9,910
|
+18%
|
|
|
46
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.42M
|
+$3.08M
|
+65,972
|
New
|
|
|
47
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.35M
|
+$896K
|
+19,161
|
+42%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$3.25M
|
-$1.96K
|
-42
|
-0.1%
|
|
|
49
|
Shilanski & Associates
Anchorage,
Alaska
|
$3.06M
|
+$24.9K
|
+532
|
+0.9%
|
|
|
50
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.99M
|
+$2.25M
|
+48,170
|
+507%
|
|
