|
26
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.8M
|
+$4.76M
|
+42,298
|
+53%
|
|
|
27
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$13.6M
|
-$121K
|
-1,075
|
-0.9%
|
|
|
28
|
Zuckerman Investment Group
Chicago,
Illinois
|
$13.2M
|
-$164K
|
-1,454
|
-1%
|
|
|
29
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.9M
|
-$346K
|
-3,069
|
-3%
|
|
|
30
|
RFG Holdings
Argyle,
Texas
|
$12.2M
|
–
|
–
|
–
|
|
|
31
|
HighTower Advisors
Chicago,
Illinois
|
$12.2M
|
+$58.9K
|
+523
|
+0.5%
|
|
|
32
|
Cetera Advisor Networks
El Segundo,
California
|
$12M
|
-$340K
|
-3,023
|
-3%
|
|
|
33
|
AJ Wealth Strategies
New York
|
$10.2M
|
+$6.4M
|
+56,838
|
+169%
|
|
|
34
|
Alaska Permanent Fund
Juneau,
Alaska
|
$10.2M
|
+$10.1M
|
+90,000
|
New
|
|
|
35
|
|
$10.1M
|
-$3.61M
|
-32,037
|
-26%
|
|
|
36
|
BFSG LLC
Irvine,
California
|
$10M
|
+$870K
|
+7,731
|
+10%
|
|
|
37
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$9.46M
|
-$293K
|
-2,603
|
-3%
|
|
|
38
|
Greenline Partners
New York
|
$8.79M
|
+$31.2K
|
+277
|
+0.4%
|
|
|
39
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.77M
|
-$56K
|
-497
|
-0.6%
|
|
|
40
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$8.64M
|
+$555K
|
+4,933
|
+7%
|
|
|
41
|
Polianta Ltd
St Helier,
Jersey
|
$8.58M
|
+$8.56M
|
+76,000
|
New
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.55M
|
-$685K
|
-6,087
|
-7%
|
|
|
43
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.37M
|
-$865K
|
-7,680
|
-9%
|
|
|
44
|
M&T Bank
Buffalo,
New York
|
$8.37M
|
+$903K
|
+8,018
|
+12%
|
|
|
45
|
Montag & Associates
Atlanta,
Georgia
|
$8.04M
|
+$323K
|
+2,868
|
+4%
|
|
|
46
|
KCM Investment Advisors
Greenbrae,
California
|
$7.63M
|
+$625K
|
+5,555
|
+9%
|
|
|
47
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$7.24M
|
+$376K
|
+3,339
|
+5%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$7.16M
|
+$603K
|
+5,356
|
+9%
|
|
|
49
|
Roundview Capital
Princeton,
New Jersey
|
$6.87M
|
+$36.3K
|
+322
|
+0.5%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$6.58M
|
-$1.97M
|
-17,482
|
-23%
|
|
