|
26
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$41.1M
|
+$2.57M
|
+42,651
|
+7%
|
|
|
27
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$40.5M
|
+$435K
|
+7,228
|
+1%
|
|
|
28
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$40.1M
|
-$20.6M
|
-342,654
|
-34%
|
|
|
29
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$40M
|
+$5.21M
|
+86,637
|
+15%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$38.3M
|
-$109K
|
-1,818
|
-0.3%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$37.8M
|
+$3.39M
|
+56,371
|
+10%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$37M
|
+$2.86M
|
+47,506
|
+8%
|
|
|
33
|
Brown Advisory
Baltimore,
Maryland
|
$36.3M
|
+$1.13M
|
+18,825
|
+3%
|
|
|
34
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$35.9M
|
-$204K
|
-3,387
|
-0.6%
|
|
|
35
|
Dixon Fnancial Services
Lafayette,
California
|
$35.3M
|
-$172K
|
-2,865
|
-0.5%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.4M
|
+$1.04M
|
+17,239
|
+3%
|
|
|
37
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$32.9M
|
+$2.65M
|
+43,969
|
+10%
|
|
|
38
|
Austin Asset Management
Austin,
Texas
|
$31M
|
+$1.8M
|
+29,903
|
+6%
|
|
|
39
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$30.8M
|
+$2.31M
|
+38,440
|
+8%
|
|
|
40
|
Foster Group
West Des Moines,
Iowa
|
$30.8M
|
-$669K
|
-11,108
|
-2%
|
|
|
41
|
Comerica Bank
Dallas,
Texas
|
$30M
|
-$1.56M
|
-25,899
|
-5%
|
|
|
42
|
Sequoia Financial Advisors
Akron,
Ohio
|
$28.6M
|
+$587K
|
+9,756
|
+2%
|
|
|
43
|
Heritage Investment Group
Pompano Beach,
Florida
|
$28.6M
|
-$409K
|
-6,794
|
-1%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$27.4M
|
+$284K
|
+4,719
|
+1%
|
|
|
45
|
Choreo LLC
Rockford,
Illinois
|
$26.8M
|
+$195K
|
+3,234
|
+0.7%
|
|
|
46
|
KWMG LLC
Overland Park,
Kansas
|
$26M
|
+$741K
|
+12,320
|
+3%
|
|
|
47
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.1M
|
+$3.03M
|
+50,384
|
+14%
|
|
|
48
|
Modera Wealth Management
Westwood,
New Jersey
|
$23.8M
|
+$1.97M
|
+32,728
|
+9%
|
|
|
49
|
M Holdings Securities
Portland,
Oregon
|
$23.1M
|
+$22.4M
|
+372,438
|
+3,273%
|
|
|
50
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$22.2M
|
+$610K
|
+10,130
|
+3%
|
|
