|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.5M
|
+$738K
|
+2,853
|
+6%
|
|
|
27
|
Capital Advantage
Walnut Creek,
California
|
$13.3M
|
–
|
–
|
–
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$13.2M
|
+$1.01M
|
+3,908
|
+8%
|
|
|
29
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.7M
|
-$10.4K
|
-40
|
-0.1%
|
|
|
30
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$12.2M
|
+$190K
|
+736
|
+2%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$11.5M
|
+$687K
|
+2,656
|
+6%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.1M
|
+$3.85M
|
+14,891
|
+49%
|
|
|
33
|
Trinity Legacy Partners
Houston,
Texas
|
$10.6M
|
-$466K
|
-1,799
|
-4%
|
|
|
34
|
Atria Wealth Solutions
New York
|
$9.93M
|
-$1.37M
|
-5,295
|
-12%
|
|
|
35
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.61M
|
+$418K
|
+1,616
|
+4%
|
|
|
36
|
|
$9.61M
|
+$5.89M
|
+22,746
|
+142%
|
|
|
37
|
AGF Management
Toronto,
Ontario, Canada
|
$9.58M
|
-$549K
|
-2,120
|
-5%
|
|
|
38
|
Berkeley Capital Partners
Milton,
Georgia
|
$8.93M
|
-$14.8K
|
-57
|
-0.2%
|
|
|
39
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$8.56M
|
+$698K
|
+2,697
|
+8%
|
|
|
40
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.26M
|
+$210K
|
+812
|
+2%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$7.89M
|
-$748K
|
-2,891
|
-8%
|
|
|
42
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$7.71M
|
+$151K
|
+582
|
+2%
|
|
|
43
|
Richmond Brothers
Jackson,
Michigan
|
$7.64M
|
+$342K
|
+1,323
|
+4%
|
|
|
44
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.6M
|
+$3.38M
|
+13,072
|
+74%
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$7.28M
|
+$5.18K
|
+20
|
+0.1%
|
|
|
46
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.84M
|
+$97.3K
|
+376
|
+1%
|
|
|
47
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$6.83M
|
-$1.8M
|
-6,947
|
-20%
|
|
|
48
|
J.W. Cole Advisors
Tampa,
Florida
|
$6.49M
|
-$4.26M
|
-16,454
|
-39%
|
|
|
49
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$5.88M
|
+$183K
|
+707
|
+3%
|
|
|
50
|
Sharper & Granite
El Segundo,
California
|
$5.76M
|
+$266K
|
+1,026
|
+5%
|
|
