|
26
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$41.5M
|
+$1.18M
|
+19,883
|
+3%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.4M
|
-$80.1K
|
-1,354
|
-0.2%
|
|
|
28
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$39.9M
|
+$5.18M
|
+87,535
|
+16%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$39.9M
|
-$589K
|
-9,952
|
-2%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39.6M
|
+$3.97M
|
+67,146
|
+12%
|
|
|
31
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$37.5M
|
+$16.9M
|
+285,221
|
+90%
|
|
|
32
|
Dixon Fnancial Services
Lafayette,
California
|
$36.8M
|
-$292K
|
-4,933
|
-0.8%
|
|
|
33
|
Brown Advisory
Baltimore,
Maryland
|
$36.4M
|
+$6.14M
|
+103,727
|
+22%
|
|
|
34
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$36.2M
|
+$2.97M
|
+50,170
|
+9%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$35.7M
|
+$4.01M
|
+67,815
|
+13%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$35.4M
|
+$5.31M
|
+89,803
|
+19%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.5M
|
+$12.6M
|
+212,226
|
+65%
|
|
|
38
|
Comerica Bank
Dallas,
Texas
|
$32.7M
|
-$255K
|
-4,307
|
-0.8%
|
|
|
39
|
Foster Group
West Des Moines,
Iowa
|
$32.6M
|
-$429K
|
-7,242
|
-1%
|
|
|
40
|
Austin Asset Management
Austin,
Texas
|
$30.3M
|
+$564K
|
+9,532
|
+2%
|
|
|
41
|
Heritage Investment Group
Pompano Beach,
Florida
|
$30.1M
|
-$394K
|
-6,663
|
-1%
|
|
|
42
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$29.6M
|
+$10.7M
|
+180,017
|
+61%
|
|
|
43
|
Sequoia Financial Advisors
Akron,
Ohio
|
$29.1M
|
+$287K
|
+4,844
|
+1%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$28.1M
|
+$6.64M
|
+112,228
|
+33%
|
|
|
45
|
Choreo LLC
Rockford,
Illinois
|
$27.9M
|
-$1.09M
|
-18,356
|
-4%
|
|
|
46
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$27.5M
|
+$3.19M
|
+53,862
|
+13%
|
|
|
47
|
Bouchey Financial Group
Troy,
New York
|
$27.1M
|
+$1.01M
|
+17,073
|
+4%
|
|
|
48
|
KWMG LLC
Overland Park,
Kansas
|
$26.2M
|
+$563K
|
+9,519
|
+2%
|
|
|
49
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$23.4M
|
-$710K
|
-12,007
|
-3%
|
|
|
50
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.9M
|
+$4.03M
|
+68,036
|
+23%
|
|
