|
26
|
Corient Private Wealth
Miami,
Florida
|
$38.7M
|
-$48.2K
|
-900
|
-0.1%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.7M
|
+$2.29M
|
+42,739
|
+7%
|
|
|
28
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$38.6M
|
+$679K
|
+12,673
|
+2%
|
|
|
29
|
Dixon Fnancial Services
Lafayette,
California
|
$35.5M
|
-$144K
|
-2,678
|
-0.4%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.3M
|
+$11.2M
|
+209,339
|
+58%
|
|
|
31
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$33M
|
+$13.3M
|
+248,335
|
+81%
|
|
|
32
|
Comerica Bank
Dallas,
Texas
|
$31.6M
|
-$215K
|
-4,021
|
-0.8%
|
|
|
33
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$30.6M
|
+$4.75M
|
+88,640
|
+20%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$30.1M
|
+$1.69M
|
+31,603
|
+7%
|
|
|
35
|
Heritage Investment Group
Pompano Beach,
Florida
|
$29.2M
|
-$538K
|
-10,038
|
-2%
|
|
|
36
|
Brown Advisory
Baltimore,
Maryland
|
$28.7M
|
+$9.08M
|
+169,491
|
+54%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$28.5M
|
+$1.15M
|
+21,387
|
+5%
|
|
|
38
|
Austin Asset Management
Austin,
Texas
|
$28.4M
|
-$306K
|
-5,711
|
-1%
|
|
|
39
|
Foster Group
West Des Moines,
Iowa
|
$27.8M
|
–
|
–
|
–
|
|
|
40
|
Choreo LLC
Rockford,
Illinois
|
$27.8M
|
-$951K
|
-17,739
|
-4%
|
|
|
41
|
Sequoia Financial Advisors
Akron,
Ohio
|
$27.5M
|
+$1.38M
|
+25,717
|
+6%
|
|
|
42
|
Bouchey Financial Group
Troy,
New York
|
$24.9M
|
-$11.8M
|
-219,632
|
-34%
|
|
|
43
|
KWMG LLC
Overland Park,
Kansas
|
$24.5M
|
+$22M
|
+410,306
|
New
|
|
|
44
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$24.3M
|
+$11M
|
+206,151
|
+102%
|
|
|
45
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$23.8M
|
+$1.25M
|
+23,302
|
+6%
|
|
|
46
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$23.1M
|
-$3.21M
|
-59,982
|
-13%
|
|
|
47
|
First National Trust
Hermitage,
Pennsylvania
|
$22.2M
|
+$1.78M
|
+33,182
|
+10%
|
|
|
48
|
Modera Wealth Management
Westwood,
New Jersey
|
$21.8M
|
-$475K
|
-8,859
|
-2%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$20.2M
|
+$4.57M
|
+85,204
|
+34%
|
|
|
50
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$19.6M
|
+$8.54M
|
+159,320
|
+94%
|
|
