|
26
|
Stifel Financial
St. Louis,
Missouri
|
$21M
|
+$2.19M
|
+62,223
|
+12%
|
|
|
27
|
AssetMark Inc
Concord,
California
|
$20.1M
|
+$2.05M
|
+58,154
|
+11%
|
|
|
28
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$20.1M
|
+$19.8M
|
+563,341
|
New
|
|
|
29
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.8M
|
+$4.76M
|
+135,424
|
+34%
|
|
|
30
|
&Partners
Nashville,
Tennessee
|
$18.7M
|
+$7.81M
|
+221,871
|
+73%
|
|
|
31
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$16.6M
|
+$727K
|
+20,660
|
+5%
|
|
|
32
|
Concurrent Investment Advisors
Tampa,
Florida
|
$15.5M
|
+$7.48M
|
+212,607
|
+95%
|
|
|
33
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$14.8M
|
+$268K
|
+7,617
|
+2%
|
|
|
34
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$13.8M
|
+$227K
|
+6,443
|
+2%
|
|
|
35
|
RM Financial Services
Falmouth,
Maine
|
$11M
|
+$10.8M
|
+307,940
|
New
|
|
|
36
|
Sweeney & Michel
Chico,
California
|
$10.7M
|
+$37K
|
+1,053
|
+0.4%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$10.2M
|
+$1.01M
|
+28,846
|
+11%
|
|
|
38
|
Boyer Financial Services
Newport Beach,
California
|
$10.2M
|
+$10M
|
+284,499
|
New
|
|
|
39
|
Cary Street Partners
Richmond,
Virginia
|
$9.88M
|
+$3.73K
|
+106
|
+0%
|
|
|
40
|
Harbour Investments
Madison,
Wisconsin
|
$9.44M
|
+$1.16M
|
+33,108
|
+14%
|
|
|
41
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.25M
|
+$680K
|
+19,338
|
+8%
|
|
|
42
|
NewEdge Advisors
New Orleans,
Louisiana
|
$8.73M
|
+$6.78M
|
+192,785
|
+369%
|
|
|
43
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.92M
|
+$1.25M
|
+35,499
|
+19%
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.91M
|
+$530K
|
+15,064
|
+7%
|
|
|
45
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7.76M
|
+$1.4M
|
+39,901
|
+22%
|
|
|
46
|
Swisher Financial Concepts
Westerville,
Ohio
|
$7.44M
|
+$459K
|
+13,039
|
+7%
|
|
|
47
|
Entruity Wealth
Bakersfield,
California
|
$7.11M
|
+$518K
|
+14,734
|
+8%
|
|
|
48
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.08M
|
-$9.85K
|
-280
|
-0.1%
|
|
|
49
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.68M
|
+$716K
|
+20,346
|
+12%
|
|
|
50
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.27M
|
+$1.11M
|
+31,526
|
+22%
|
|
