|
26
|
Truist Financial
Charlotte,
North Carolina
|
$9.45M
|
-$1.78M
|
-15,980
|
-17%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$9.19M
|
+$207K
|
+1,853
|
+2%
|
|
|
28
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.13M
|
+$186K
|
+1,670
|
+2%
|
|
|
29
|
INVST
Indianapolis,
Indiana
|
$9.01M
|
+$794K
|
+7,119
|
+10%
|
|
|
30
|
TIAA FSB
Jacksonville,
Florida
|
$8.87M
|
-$1.56M
|
-13,937
|
-16%
|
|
|
31
|
Atria Investments
Charlotte,
North Carolina
|
$8.03M
|
+$2.13M
|
+19,107
|
+40%
|
|
|
32
|
|
$7.7M
|
-$2.24M
|
-20,056
|
-24%
|
|
|
33
|
Dowling & Yahnke
San Diego,
California
|
$7.53M
|
-$347K
|
-3,108
|
-5%
|
|
|
34
|
Financial Management Concepts
Winter Springs,
Florida
|
$7.42M
|
+$6.89M
|
+61,708
|
New
|
|
|
35
|
Callan Capital
La Jolla,
California
|
$7.33M
|
-$269K
|
-2,415
|
-4%
|
|
|
36
|
Fiduciary Trust
Boston,
Massachusetts
|
$7.07M
|
+$2.87M
|
+25,749
|
+78%
|
|
|
37
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.61M
|
+$6.14M
|
+55,029
|
New
|
|
|
38
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$5.75M
|
+$457K
|
+4,095
|
+9%
|
|
|
39
|
Tatro Capital
Lexington,
Kentucky
|
$5.24M
|
-$211K
|
-1,891
|
-4%
|
|
|
40
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.93M
|
+$254K
|
+2,277
|
+6%
|
|
|
41
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.86M
|
-$46.5K
|
-417
|
-1%
|
|
|
42
|
Investment Management of Virginia
Richmond,
Virginia
|
$4.8M
|
-$69.4K
|
-622
|
-2%
|
|
|
43
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.72M
|
+$567K
|
+5,082
|
+15%
|
|
|
44
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$4.26M
|
+$3.96M
|
+35,464
|
New
|
|
|
45
|
Axiom Financial Strategies
New Albany,
Indiana
|
$4.21M
|
–
|
–
|
–
|
|
|
46
|
Royal Fund Management
Lady Lake,
Florida
|
$4.21M
|
+$2.02M
|
+18,117
|
+107%
|
|
|
47
|
Madrona Financial Services
Everett,
Washington
|
$4M
|
+$3.71M
|
+33,285
|
New
|
|
|
48
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$3.9M
|
+$3.62M
|
+32,481
|
New
|
|
|
49
|
Next Financial Group
Houston,
Texas
|
$3.55M
|
-$418K
|
-3,746
|
-11%
|
|
|
50
|
55I LLC
Boston,
Massachusetts
|
$3.5M
|
-$149K
|
-1,338
|
-4%
|
|
