|
26
|
Freedom Investment Management
Hartford,
Connecticut
|
$15.7M
|
-$1.89M
|
-15,504
|
-11%
|
|
|
27
|
Evergreen Capital Management
Bellevue,
Washington
|
$15.5M
|
+$464K
|
+3,810
|
+3%
|
|
|
28
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$14.6M
|
-$488K
|
-4,006
|
-3%
|
|
|
29
|
Zuckerman Investment Group
Chicago,
Illinois
|
$14.3M
|
+$44.8K
|
+368
|
+0.3%
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.8M
|
+$467K
|
+3,833
|
+3%
|
|
|
31
|
Cetera Advisor Networks
El Segundo,
California
|
$13.8M
|
+$3.02M
|
+24,797
|
+28%
|
|
|
32
|
PGIM Custom Harvest
Newark,
New Jersey
|
$13.2M
|
+$13.3M
|
+109,027
|
New
|
|
|
33
|
RFG Holdings
Argyle,
Texas
|
$13M
|
+$126K
|
+1,039
|
+1%
|
|
|
34
|
Mariner
Overland Park,
Kansas
|
$13M
|
-$148K
|
-1,212
|
-1%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$12.7M
|
+$717K
|
+5,890
|
+6%
|
|
|
36
|
Destiny Wealth Partners
Tavares,
Florida
|
$11.9M
|
-$53.8K
|
-442
|
-0.4%
|
|
|
37
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.6M
|
+$1.66M
|
+13,670
|
+17%
|
|
|
38
|
Alaska Permanent Fund
Juneau,
Alaska
|
$11M
|
-$852K
|
-7,000
|
-7%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.7M
|
+$352K
|
+2,888
|
+3%
|
|
|
40
|
Cora Capital Advisors
Marlton,
New Jersey
|
$10.7M
|
+$10.8M
|
+88,356
|
New
|
|
|
41
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$10.6M
|
+$494K
|
+4,060
|
+5%
|
|
|
42
|
Schroder Investment Management Group
London,
United Kingdom
|
$10.5M
|
-$3.64M
|
-29,913
|
-26%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$10.5M
|
+$984K
|
+8,082
|
+10%
|
|
|
44
|
Berkeley Capital Partners
Milton,
Georgia
|
$10.3M
|
-$438K
|
-3,597
|
-4%
|
|
|
45
|
Montag & Associates
Atlanta,
Georgia
|
$9.77M
|
-$1.05M
|
-8,609
|
-10%
|
|
|
46
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.57M
|
-$57.2K
|
-470
|
-0.6%
|
|
|
47
|
BFSG LLC
Irvine,
California
|
$9.47M
|
+$914K
|
+7,504
|
+11%
|
|
|
48
|
Greenline Partners
New York
|
$9.39M
|
+$6.95M
|
+57,094
|
+281%
|
|
|
49
|
Principle Wealth Partners
Madison,
Connecticut
|
$9.05M
|
+$4.38K
|
+36
|
+0%
|
|
|
50
|
Marmo Financial Group
Johnson City,
Tennessee
|
$8.88M
|
+$8.92M
|
+73,259
|
New
|
|
