|
26
|
|
$32.6M
|
-$791K
|
-3,310
|
-2%
|
|
|
27
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$29.5M
|
-$3.44M
|
-14,384
|
-11%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$27.6M
|
-$12M
|
-50,300
|
-31%
|
|
|
29
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$26.8M
|
+$376K
|
+1,572
|
+1%
|
|
|
30
|
Capital Advantage
Walnut Creek,
California
|
$25.6M
|
+$284K
|
+1,188
|
+1%
|
|
|
31
|
Allied Investment Advisors
Billings,
Montana
|
$24.4M
|
+$760K
|
+3,182
|
+3%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$24.2M
|
+$710K
|
+2,969
|
+3%
|
|
|
33
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$23.7M
|
+$1.04M
|
+4,372
|
+5%
|
|
|
34
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23M
|
+$2.35M
|
+9,854
|
+12%
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$22.2M
|
+$941K
|
+3,936
|
+5%
|
|
|
36
|
|
$22M
|
+$6.3M
|
+26,362
|
+42%
|
|
|
37
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$21.8M
|
-$735K
|
-3,077
|
-3%
|
|
|
38
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$21M
|
-$3.38M
|
-14,155
|
-14%
|
|
|
39
|
Main Management
San Francisco,
California
|
$20M
|
–
|
–
|
–
|
|
|
40
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$19.9M
|
-$551K
|
-2,307
|
-3%
|
|
|
41
|
Kestra Advisory Services
Austin,
Texas
|
$19.6M
|
-$1.7M
|
-7,117
|
-8%
|
|
|
42
|
Marotta Asset Management
Charlottesville,
Virginia
|
$19.4M
|
-$15.5K
|
-65
|
-0.1%
|
|
|
43
|
WBH Advisory
Baltimore,
Maryland
|
$19.1M
|
-$126K
|
-527
|
-0.7%
|
|
|
44
|
|
$18.6M
|
+$714K
|
+2,987
|
+4%
|
|
|
45
|
KCM Investment Advisors
Greenbrae,
California
|
$17.9M
|
+$316K
|
+1,322
|
+2%
|
|
|
46
|
PGIM Custom Harvest
Newark,
New Jersey
|
$17.8M
|
+$3.46M
|
+14,493
|
+25%
|
|
|
47
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$16.2M
|
-$424K
|
-1,776
|
-3%
|
|
|
48
|
Rockefeller Capital Management
New York
|
$15.7M
|
+$2.61M
|
+10,914
|
+21%
|
|
|
49
|
Avantax Advisory Services
Dallas,
Texas
|
$15.2M
|
+$3.09M
|
+12,911
|
+27%
|
|
|
50
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$14.2M
|
+$81K
|
+339
|
+0.6%
|
|
