|
26
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$5.29M
|
+$2.27M
|
+100,794
|
+74%
|
|
|
27
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$5.13M
|
+$56.7K
|
+2,516
|
+1%
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$5.09M
|
+$208K
|
+9,239
|
+4%
|
|
|
29
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$4.9M
|
+$358K
|
+15,887
|
+8%
|
|
|
30
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$4.36M
|
+$68.4K
|
+3,037
|
+2%
|
|
|
31
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$4.33M
|
-$699K
|
-31,040
|
-14%
|
|
|
32
|
Renaissance Technologies
New York
|
$3.97M
|
-$3.37M
|
-149,741
|
-46%
|
|
|
33
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$3.96M
|
+$178K
|
+7,886
|
+5%
|
|
|
34
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.87M
|
+$43.5K
|
+1,933
|
+1%
|
|
|
35
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3.65M
|
+$122K
|
+5,431
|
+3%
|
|
|
36
|
Bank of New York Mellon
New York
|
$3.53M
|
+$87.5K
|
+3,884
|
+3%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$3.45M
|
+$82.7K
|
+3,673
|
+2%
|
|
|
38
|
Meridian Wealth Management
Lexington,
Kentucky
|
$3.39M
|
+$410K
|
+18,207
|
+14%
|
|
|
39
|
|
$3.36M
|
-$233K
|
-10,350
|
-6%
|
|
|
40
|
Seed Wealth Management
Evanston,
Illinois
|
$3.22M
|
-$160K
|
-7,102
|
-5%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.14M
|
+$168K
|
+7,445
|
+6%
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.95M
|
+$1.04M
|
+46,087
|
+54%
|
|
|
43
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.95M
|
+$1.04M
|
+46,087
|
+54%
|
|
|
44
|
Duncker Streett & Co
St. Louis,
Missouri
|
$2.85M
|
-$175K
|
-7,757
|
-6%
|
|
|
45
|
HUB Investment Partners
Austin,
Texas
|
$2.81M
|
-$56.3K
|
-2,501
|
-2%
|
|
|
46
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.76M
|
+$1.06M
|
+47,068
|
+62%
|
|
|
47
|
Nilsine Partners
Greenwood Village,
Colorado
|
$2.72M
|
+$2.74M
|
+121,604
|
New
|
|
|
48
|
|
$2.62M
|
-$1.13M
|
-50,164
|
-30%
|
|
|
49
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.59M
|
-$504K
|
-22,390
|
-16%
|
|
|
50
|
|
$2.53M
|
-$207K
|
-9,196
|
-8%
|
|
