|
26
|
True Link Financial Advisors
San Francisco,
California
|
$177M
|
+$10.5M
|
+134,154
|
+6%
|
|
|
27
|
Charles Schwab
San Francisco,
California
|
$157M
|
-$2.93M
|
-37,307
|
-2%
|
|
|
28
|
Focus Partners Wealth
Boston,
Massachusetts
|
$152M
|
+$11.3M
|
+143,861
|
+8%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$144M
|
+$1.04M
|
+13,254
|
+0.7%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$131M
|
+$37.7M
|
+479,339
|
+41%
|
|
|
31
|
Apella Capital
West Hartford,
Connecticut
|
$120M
|
-$8.57M
|
-109,037
|
-7%
|
|
|
32
|
Willow Creek Wealth Management
Sebastopol,
California
|
$119M
|
+$7.06M
|
+89,801
|
+6%
|
|
|
33
|
Valmark Advisers
Akron,
Ohio
|
$115M
|
+$4.15M
|
+52,768
|
+4%
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$111M
|
+$7.96M
|
+101,272
|
+8%
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$109M
|
+$6.93M
|
+88,178
|
+7%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$104M
|
+$132K
|
+1,680
|
+0.1%
|
|
|
37
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$101M
|
-$817K
|
-10,390
|
-0.8%
|
|
|
38
|
RW Investment Management
Eagle,
Idaho
|
$98.8M
|
+$6.48M
|
+82,360
|
+7%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$88.9M
|
+$550K
|
+6,996
|
+0.6%
|
|
|
40
|
WIT LLC
District Of Columbia,
District of Columbia
|
$88.5M
|
+$21.8M
|
+277,519
|
+33%
|
|
|
41
|
Beacon Pointe Advisors
Newport Beach,
California
|
$87.3M
|
+$64.8M
|
+823,684
|
+292%
|
|
|
42
|
Davenport & Co
Richmond,
Virginia
|
$87.1M
|
+$4.66M
|
+59,287
|
+6%
|
|
|
43
|
RS Crum Inc
Newport Beach,
California
|
$82.6M
|
+$5.33M
|
+67,769
|
+7%
|
|
|
44
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$81.9M
|
-$95.8M
|
-1,218,357
|
-54%
|
|
|
45
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$81.4M
|
+$2.03M
|
+25,834
|
+3%
|
|
|
46
|
World Investment Advisors
Santa Barbara,
California
|
$76.2M
|
+$5.33M
|
+67,748
|
+8%
|
|
|
47
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$75.5M
|
+$6.02M
|
+76,542
|
+9%
|
|
|
48
|
D.A. Davidson & Co
Great Falls,
Montana
|
$75.4M
|
+$3.28M
|
+41,653
|
+5%
|
|
|
49
|
&Partners
Nashville,
Tennessee
|
$75M
|
+$11.6M
|
+147,198
|
+18%
|
|
|
50
|
Savant Capital
Rockford,
Illinois
|
$74.7M
|
+$4.4M
|
+56,005
|
+6%
|
|
