|
26
|
Allied Investment Advisors
Billings,
Montana
|
$17.9M
|
+$379K
|
+1,934
|
+2%
|
|
|
27
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$17.7M
|
-$116K
|
-591
|
-0.6%
|
|
|
28
|
Corient Private Wealth
Miami,
Florida
|
$16.9M
|
-$3M
|
-15,282
|
-15%
|
|
|
29
|
Swan Capital
Pensacola,
Florida
|
$16.3M
|
+$1.94M
|
+9,904
|
+13%
|
|
|
30
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$15.5M
|
-$13.1K
|
-67
|
-0.1%
|
|
|
31
|
Lido Advisors
Los Angeles,
California
|
$15M
|
+$703K
|
+3,583
|
+5%
|
|
|
32
|
HighTower Advisors
Chicago,
Illinois
|
$12.4M
|
+$1.5M
|
+7,646
|
+14%
|
|
|
33
|
Nelson Capital Management
Menlo Park,
California
|
$12M
|
-$80.2K
|
-409
|
-0.7%
|
|
|
34
|
William Blair & Company
Chicago,
Illinois
|
$11.6M
|
+$121K
|
+617
|
+1%
|
|
|
35
|
|
$11.6M
|
-$260K
|
-1,325
|
-2%
|
|
|
36
|
Vestor Capital
Chicago,
Illinois
|
$11M
|
+$11.1M
|
+56,659
|
+99%
|
|
|
37
|
American Investment Services
Great Barrington,
Massachusetts
|
$10.8M
|
+$370K
|
+1,888
|
+4%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.5M
|
-$553K
|
-2,821
|
-5%
|
|
|
39
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$10.5M
|
+$226K
|
+1,154
|
+2%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$10.5M
|
+$291K
|
+1,482
|
+3%
|
|
|
41
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.95M
|
-$197K
|
-1,002
|
-2%
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$9.93M
|
+$371K
|
+1,890
|
+4%
|
|
|
43
|
Private Advisor Group
Morristown,
New Jersey
|
$9.37M
|
-$693K
|
-3,534
|
-7%
|
|
|
44
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.22M
|
+$1.51M
|
+7,699
|
+20%
|
|
|
45
|
Greenline Partners
New York
|
$8.62M
|
+$286K
|
+1,456
|
+3%
|
|
|
46
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.61M
|
+$3.26M
|
+16,640
|
+61%
|
|
|
47
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$8.2M
|
-$1.3M
|
-6,633
|
-14%
|
|
|
48
|
Mercer Global Advisors
Denver,
Colorado
|
$7.94M
|
+$738K
|
+3,765
|
+10%
|
|
|
49
|
KCM Investment Advisors
Greenbrae,
California
|
$6.92M
|
-$56.3K
|
-287
|
-0.8%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$6.73M
|
+$277K
|
+1,414
|
+4%
|
|
