|
26
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$69M
|
+$281K
|
+3,827
|
+0.4%
|
|
|
27
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$68.8M
|
-$39.6K
|
-539
|
-0.1%
|
|
|
28
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$66.7M
|
+$7.37M
|
+100,473
|
+12%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$63.6M
|
+$417K
|
+5,688
|
+0.6%
|
|
|
30
|
Pathstone Holdings
Englewood,
New Jersey
|
$60.8M
|
+$20.3M
|
+277,089
|
+48%
|
|
|
31
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$58.1M
|
-$1.01M
|
-13,812
|
-2%
|
|
|
32
|
Brown Advisory
Baltimore,
Maryland
|
$56.2M
|
+$5.22M
|
+71,129
|
+10%
|
|
|
33
|
Davenport & Co
Richmond,
Virginia
|
$53.7M
|
+$8.99M
|
+122,479
|
+19%
|
|
|
34
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$53.4M
|
+$3.38M
|
+46,081
|
+7%
|
|
|
35
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$53.4M
|
+$9.66M
|
+131,623
|
+21%
|
|
|
36
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$52.5M
|
+$1.02M
|
+13,845
|
+2%
|
|
|
37
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$52.3M
|
+$11.3K
|
+154
|
+0%
|
|
|
38
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$52.3M
|
-$1.84M
|
-25,050
|
-3%
|
|
|
39
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$50.6M
|
-$698K
|
-9,510
|
-1%
|
|
|
40
|
EP Wealth Advisors
Torrance,
California
|
$48.2M
|
+$27M
|
+367,895
|
+119%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.9M
|
+$1.38M
|
+18,770
|
+3%
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$46M
|
-$2.22M
|
-30,221
|
-4%
|
|
|
43
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$45.5M
|
+$2.89M
|
+39,367
|
+7%
|
|
|
44
|
Three Arch Wealth Management
Irvine,
California
|
$44.8M
|
-$795K
|
-10,826
|
-2%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$42.3M
|
-$869K
|
-11,841
|
-2%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$42.1M
|
+$8.89M
|
+121,090
|
+26%
|
|
|
47
|
|
$40.5M
|
+$1.57M
|
+21,363
|
+4%
|
|
|
48
|
Dixon Fnancial Services
Lafayette,
California
|
$39.7M
|
-$302K
|
-4,113
|
-0.7%
|
|
|
49
|
Elser Financial Planning
Indianapolis,
Indiana
|
$39.4M
|
+$39.4M
|
+536,201
|
+2,754%
|
|
|
50
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$38.2M
|
-$57K
|
-776
|
-0.1%
|
|
