|
26
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$178M
|
-$384M
|
-4,912,947
|
-69%
|
|
|
27
|
True Link Financial Advisors
San Francisco,
California
|
$166M
|
+$5.24M
|
+67,033
|
+3%
|
|
|
28
|
Charles Schwab
San Francisco,
California
|
$159M
|
-$2.4M
|
-30,721
|
-1%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$149M
|
+$5.7M
|
+72,858
|
+4%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$143M
|
+$53.3M
|
+681,335
|
+60%
|
|
|
31
|
Focus Partners Wealth
Boston,
Massachusetts
|
$140M
|
+$2.85M
|
+36,486
|
+2%
|
|
|
32
|
Apella Capital
West Hartford,
Connecticut
|
$127M
|
-$6.01M
|
-76,894
|
-5%
|
|
|
33
|
Willow Creek Wealth Management
Sebastopol,
California
|
$111M
|
+$4.05M
|
+51,835
|
+4%
|
|
|
34
|
Valmark Advisers
Akron,
Ohio
|
$111M
|
+$4.58M
|
+58,517
|
+4%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$103M
|
-$3.25M
|
-41,530
|
-3%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$103M
|
+$8.1M
|
+103,643
|
+9%
|
|
|
37
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$101M
|
-$2.33M
|
-29,834
|
-2%
|
|
|
38
|
Jones Financial Companies
Des Peres,
Missouri
|
$101M
|
+$8.7M
|
+111,329
|
+9%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$92.6M
|
+$8.22M
|
+105,151
|
+10%
|
|
|
40
|
RW Investment Management
Eagle,
Idaho
|
$92.1M
|
+$107K
|
+1,367
|
+0.1%
|
|
|
41
|
Ameriprise
Minneapolis,
Minnesota
|
$87.7M
|
+$9.69M
|
+123,873
|
+12%
|
|
|
42
|
Davenport & Co
Richmond,
Virginia
|
$82.2M
|
+$309K
|
+3,957
|
+0.4%
|
|
|
43
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$79.2M
|
-$3.58M
|
-45,825
|
-4%
|
|
|
44
|
RS Crum Inc
Newport Beach,
California
|
$77.1M
|
+$1.67M
|
+21,349
|
+2%
|
|
|
45
|
MKP Capital Management
New York
|
$76.3M
|
–
|
–
|
–
|
|
|
46
|
Freestone Capital Holdings
Seattle,
Washington
|
$72.5M
|
+$1.85M
|
+23,650
|
+3%
|
|
|
47
|
Congress Wealth Management
Boston,
Massachusetts
|
$72.3M
|
+$67.9M
|
+868,730
|
+1,748%
|
|
|
48
|
D.A. Davidson & Co
Great Falls,
Montana
|
$71.9M
|
+$970K
|
+12,409
|
+1%
|
|
|
49
|
World Investment Advisors
Santa Barbara,
California
|
$70.7M
|
+$4.1M
|
+52,394
|
+6%
|
|
|
50
|
Savant Capital
Rockford,
Illinois
|
$70.1M
|
+$39.9M
|
+510,741
|
+134%
|
|
