|
26
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$30.3M
|
+$815K
|
+3,413
|
+3%
|
|
|
27
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$28.1M
|
+$1.57M
|
+6,590
|
+6%
|
|
|
28
|
MML Investors Services
Springfield,
Massachusetts
|
$26.9M
|
-$171K
|
-717
|
-0.6%
|
|
|
29
|
BCM Advisors
Lafayette,
Louisiana
|
$25.9M
|
-$240K
|
-1,005
|
-0.9%
|
|
|
30
|
Kestra Advisory Services
Austin,
Texas
|
$25.8M
|
+$14.5M
|
+60,572
|
+111%
|
|
|
31
|
Allied Investment Advisors
Billings,
Montana
|
$25.1M
|
+$554K
|
+2,320
|
+2%
|
|
|
32
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$25M
|
-$1.19M
|
-4,973
|
-4%
|
|
|
33
|
Mariner
Overland Park,
Kansas
|
$23.8M
|
+$1.16M
|
+4,842
|
+5%
|
|
|
34
|
Capital Advantage
Walnut Creek,
California
|
$23.7M
|
-$436K
|
-1,828
|
-2%
|
|
|
35
|
|
$22.7M
|
+$406K
|
+1,703
|
+2%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$21.5M
|
+$2.51M
|
+10,498
|
+12%
|
|
|
37
|
KCM Investment Advisors
Greenbrae,
California
|
$20.1M
|
+$2.23M
|
+9,342
|
+12%
|
|
|
38
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$19.3M
|
-$506K
|
-2,121
|
-2%
|
|
|
39
|
Congress Wealth Management
Boston,
Massachusetts
|
$19.1M
|
-$161K
|
-674
|
-0.8%
|
|
|
40
|
Rockefeller Capital Management
New York
|
$18.8M
|
+$1.71M
|
+7,144
|
+9%
|
|
|
41
|
Main Management
San Francisco,
California
|
$18.6M
|
+$69.9K
|
+293
|
+0.4%
|
|
|
42
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$17.9M
|
+$172K
|
+719
|
+0.9%
|
|
|
43
|
Wellington Management Group
Boston,
Massachusetts
|
$17.7M
|
-$831K
|
-3,482
|
-4%
|
|
|
44
|
|
$17.6M
|
+$569K
|
+2,383
|
+3%
|
|
|
45
|
WBH Advisory
Baltimore,
Maryland
|
$17.5M
|
+$199K
|
+834
|
+1%
|
|
|
46
|
Marotta Asset Management
Charlottesville,
Virginia
|
$16.8M
|
-$332K
|
-1,391
|
-2%
|
|
|
47
|
Bulltick Wealth Management
Miami,
Florida
|
$16.1M
|
–
|
–
|
–
|
|
|
48
|
Cetera Advisors
Denver,
Colorado
|
$15.6M
|
+$1.48M
|
+6,182
|
+10%
|
|
|
49
|
Aprio Wealth Management
Atlanta,
Georgia
|
$15M
|
+$911K
|
+3,815
|
+6%
|
|
|
50
|
Avantax Advisory Services
Dallas,
Texas
|
$14.3M
|
-$265K
|
-1,109
|
-2%
|
|
