|
26
|
Mariner
Overland Park,
Kansas
|
$43.5M
|
+$1.8M
|
+41,375
|
+4%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.1M
|
+$23.8K
|
+547
|
+0.1%
|
|
|
28
|
Evanson Asset Management
Carmel,
California
|
$42.7M
|
+$478K
|
+11,008
|
+1%
|
|
|
29
|
Austin Asset Management
Austin,
Texas
|
$40.9M
|
+$7.85M
|
+180,826
|
+24%
|
|
|
30
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$36.1M
|
+$667K
|
+15,367
|
+2%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$33.8M
|
-$3.07M
|
-70,632
|
-8%
|
|
|
32
|
1900 Wealth Management
San Antonio,
Texas
|
$31.4M
|
-$370K
|
-8,529
|
-1%
|
|
|
33
|
McLean Asset Management
Tysons,
Virginia
|
$31.4M
|
-$4.14M
|
-95,374
|
-12%
|
|
|
34
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$31M
|
+$14.9M
|
+343,386
|
+97%
|
|
|
35
|
Wealthstream Advisors
New York
|
$30.6M
|
-$58.8K
|
-1,353
|
-0.2%
|
|
|
36
|
Zhang Financial
Portage,
Michigan
|
$28.9M
|
+$6.56M
|
+150,978
|
+30%
|
|
|
37
|
AE Wealth Management
Topeka,
Kansas
|
$28.3M
|
-$1.96M
|
-45,060
|
-7%
|
|
|
38
|
American Investment Services
Great Barrington,
Massachusetts
|
$27.5M
|
–
|
–
|
–
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$26.5M
|
+$547K
|
+12,590
|
+2%
|
|
|
40
|
Retirement Solution
Redmond,
Washington
|
$25.2M
|
-$1.5M
|
-34,517
|
-6%
|
|
|
41
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$23.9M
|
-$35K
|
-807
|
-0.1%
|
|
|
42
|
Heritage Investment Group
Pompano Beach,
Florida
|
$23M
|
-$200K
|
-4,615
|
-0.9%
|
|
|
43
|
Dixon Fnancial Services
Lafayette,
California
|
$22.1M
|
-$1.74K
|
-40
|
-0%
|
|
|
44
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$20.4M
|
+$869K
|
+20,017
|
+5%
|
|
|
45
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$19.6M
|
+$2.12M
|
+48,901
|
+12%
|
|
|
46
|
Root Financial Partners
Encinitas,
California
|
$19M
|
+$18.6M
|
+427,376
|
New
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$18.6M
|
+$5.44M
|
+125,302
|
+43%
|
|
|
48
|
KM Capital Management
Austin,
Texas
|
$18.5M
|
+$2M
|
+45,992
|
+12%
|
|
|
49
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.3M
|
-$342K
|
-7,879
|
-2%
|
|
|
50
|
Willow Creek Wealth Management
Sebastopol,
California
|
$17.8M
|
+$2.41M
|
+55,450
|
+16%
|
|
