|
26
|
Defender Capital
Charlotte,
North Carolina
|
$43.4M
|
-$52.7K
|
-861
|
-0.1%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.8M
|
+$4.07M
|
+66,571
|
+11%
|
|
|
28
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$39.3M
|
-$561K
|
-9,173
|
-1%
|
|
|
29
|
Charles Schwab Trust
Henderson,
Nevada
|
$38.5M
|
+$38.3M
|
+625,681
|
+8,940%
|
|
|
30
|
Keystone Wealth Partners
Chandler,
Arizona
|
$36.8M
|
+$4.22M
|
+68,954
|
+13%
|
|
|
31
|
United Capital Financial Advisors
Irving,
Texas
|
$35.3M
|
+$28.7M
|
+468,941
|
+424%
|
|
|
32
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$33.2M
|
+$1.09M
|
+17,809
|
+3%
|
|
|
33
|
|
$31.5M
|
+$20.2M
|
+329,841
|
+175%
|
|
|
34
|
Valeo Financial Advisors
Carmel,
Indiana
|
$31.3M
|
+$1.91M
|
+31,263
|
+6%
|
|
|
35
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$31.1M
|
-$3.09M
|
-50,601
|
-9%
|
|
|
36
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$30.3M
|
+$26M
|
+425,851
|
+590%
|
|
|
37
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$29.7M
|
+$29.9M
|
+488,279
|
New
|
|
|
38
|
Nomura Asset Management
Tokyo,
Japan
|
$29.7M
|
-$5.68M
|
-92,900
|
-16%
|
|
|
39
|
6 Meridian
Wichita,
Kansas
|
$28.4M
|
+$6.07M
|
+99,344
|
+27%
|
|
|
40
|
Cypress Capital
Franklin,
Tennessee
|
$28.1M
|
+$1.28M
|
+20,887
|
+5%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28M
|
+$18.2M
|
+297,308
|
+183%
|
|
|
42
|
Cordant Inc
Portland,
Oregon
|
$25.9M
|
+$662K
|
+10,818
|
+3%
|
|
|
43
|
Winch Advisory Services
Appleton,
Wisconsin
|
$25.4M
|
-$782K
|
-12,788
|
-3%
|
|
|
44
|
Franklin Resources
San Mateo,
California
|
$24.2M
|
+$865K
|
+14,146
|
+4%
|
|
|
45
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$22.2M
|
+$54.4K
|
+890
|
+0.2%
|
|
|
46
|
Pure Financial Advisors
San Diego,
California
|
$22.2M
|
+$4.39M
|
+71,769
|
+25%
|
|
|
47
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$21.7M
|
+$3.94M
|
+64,352
|
+22%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.6M
|
-$4.28M
|
-69,963
|
-16%
|
|
|
49
|
Oak Harvest Investment Services
Houston,
Texas
|
$21.2M
|
+$2.67M
|
+43,668
|
+14%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$21.2M
|
+$1.53M
|
+24,963
|
+8%
|
|
