|
26
|
Austin Asset Management
Austin,
Texas
|
$54.1M
|
-$943K
|
-19,476
|
-2%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$54M
|
-$1.14M
|
-23,611
|
-2%
|
|
|
28
|
Choreo LLC
Rockford,
Illinois
|
$53.4M
|
-$1.93M
|
-39,973
|
-4%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$50.5M
|
-$1.69M
|
-34,939
|
-3%
|
|
|
30
|
Evanson Asset Management
Carmel,
California
|
$50.1M
|
+$182K
|
+3,765
|
+0.4%
|
|
|
31
|
Mason & Associates (California)
Los Angeles,
California
|
$49.8M
|
+$27.6M
|
+569,455
|
+145%
|
|
|
32
|
Colony Family Offices
Charlotte,
North Carolina
|
$48.8M
|
+$134K
|
+2,778
|
+0.3%
|
|
|
33
|
Root Financial Partners
Encinitas,
California
|
$44.9M
|
+$9.96M
|
+205,735
|
+31%
|
|
|
34
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$42.6M
|
+$393K
|
+8,112
|
+1%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$42M
|
+$164K
|
+3,380
|
+0.4%
|
|
|
36
|
1900 Wealth Management
San Antonio,
Texas
|
$40.9M
|
-$616K
|
-12,726
|
-2%
|
|
|
37
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$40.9M
|
+$7.38M
|
+152,371
|
+24%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40.7M
|
+$20.3M
|
+420,121
|
+115%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$39.9M
|
+$16.2M
|
+335,310
|
+77%
|
|
|
40
|
McLean Asset Management
Tysons,
Virginia
|
$35.4M
|
-$112K
|
-2,319
|
-0.3%
|
|
|
41
|
Wealthstream Advisors
New York
|
$34.1M
|
-$678K
|
-14,005
|
-2%
|
|
|
42
|
American Investment Services
Great Barrington,
Massachusetts
|
$34M
|
+$85.7K
|
+1,770
|
+0.3%
|
|
|
43
|
Apella Capital
West Hartford,
Connecticut
|
$33.9M
|
-$462K
|
-9,543
|
-1%
|
|
|
44
|
|
$31.7M
|
+$4.31M
|
+88,942
|
+17%
|
|
|
45
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$31.4M
|
+$631K
|
+13,040
|
+2%
|
|
|
46
|
Willow Creek Wealth Management
Sebastopol,
California
|
$30.6M
|
+$7.45M
|
+153,993
|
+35%
|
|
|
47
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$29.7M
|
+$3.84M
|
+79,301
|
+16%
|
|
|
48
|
AE Wealth Management
Topeka,
Kansas
|
$29.4M
|
-$1.01M
|
-20,867
|
-4%
|
|
|
49
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
+$7.64M
|
+157,835
|
+42%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$27.3M
|
+$480K
|
+9,924
|
+2%
|
|
