|
26
|
Forum Financial Management
Lombard,
Illinois
|
$76.3M
|
-$1.49M
|
-24,969
|
-2%
|
|
|
27
|
Modera Wealth Management
Westwood,
New Jersey
|
$72.6M
|
-$806K
|
-13,468
|
-1%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$71M
|
+$4.11M
|
+68,669
|
+6%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$70.5M
|
+$2.23M
|
+37,318
|
+3%
|
|
|
30
|
Foster Group
West Des Moines,
Iowa
|
$68.9M
|
-$1.72M
|
-28,646
|
-3%
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$66.9M
|
-$6.29M
|
-105,136
|
-9%
|
|
|
32
|
Austin Asset Management
Austin,
Texas
|
$66.9M
|
-$2.39M
|
-39,978
|
-4%
|
|
|
33
|
|
$63.4M
|
+$2.12M
|
+35,356
|
+4%
|
|
|
34
|
Choreo LLC
Rockford,
Illinois
|
$63.2M
|
-$394K
|
-6,581
|
-0.6%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63.2M
|
+$6.87M
|
+114,732
|
+13%
|
|
|
36
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$62.5M
|
+$1.28M
|
+21,419
|
+2%
|
|
|
37
|
Colony Family Offices
Charlotte,
North Carolina
|
$60.7M
|
+$849K
|
+14,186
|
+1%
|
|
|
38
|
Evanson Asset Management
Carmel,
California
|
$59.8M
|
+$429K
|
+7,164
|
+0.8%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$52M
|
+$389K
|
+6,492
|
+0.8%
|
|
|
40
|
Savant Capital
Rockford,
Illinois
|
$51.1M
|
+$7.27M
|
+121,469
|
+17%
|
|
|
41
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$51M
|
-$869K
|
-14,511
|
-2%
|
|
|
42
|
1900 Wealth Management
San Antonio,
Texas
|
$48.3M
|
-$225K
|
-3,758
|
-0.5%
|
|
|
43
|
RS Crum Inc
Newport Beach,
California
|
$45.7M
|
+$337K
|
+5,631
|
+0.8%
|
|
|
44
|
Mason & Associates (California)
Los Angeles,
California
|
$44.3M
|
+$7.48M
|
+124,902
|
+21%
|
|
|
45
|
McLean Asset Management
Tysons,
Virginia
|
$43.2M
|
+$539K
|
+9,003
|
+1%
|
|
|
46
|
Willow Creek Wealth Management
Sebastopol,
California
|
$43.1M
|
+$1.63M
|
+27,147
|
+4%
|
|
|
47
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$42.7M
|
+$26.5M
|
+443,291
|
+182%
|
|
|
48
|
Kestra Advisory Services
Austin,
Texas
|
$41M
|
-$2.07M
|
-34,514
|
-5%
|
|
|
49
|
Apella Capital
West Hartford,
Connecticut
|
$40.5M
|
-$481K
|
-8,035
|
-1%
|
|
|
50
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$40.4M
|
-$160K
|
-2,672
|
-0.4%
|
|
