|
26
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$76.7M
|
-$4.42M
|
-68,858
|
-5%
|
|
|
27
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$74.7M
|
-$3.77M
|
-58,826
|
-5%
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$74.6M
|
+$2.28M
|
+35,510
|
+3%
|
|
|
29
|
Modera Wealth Management
Westwood,
New Jersey
|
$73.6M
|
-$778K
|
-12,140
|
-1%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71.9M
|
+$7.18M
|
+112,026
|
+11%
|
|
|
31
|
Mason & Associates (California)
Los Angeles,
California
|
$70.3M
|
+$25.1M
|
+391,488
|
+55%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$69.8M
|
+$1.2M
|
+18,791
|
+2%
|
|
|
33
|
Austin Asset Management
Austin,
Texas
|
$68.3M
|
-$187K
|
-2,917
|
-0.3%
|
|
|
34
|
Savant Capital
Rockford,
Illinois
|
$65.5M
|
+$13.2M
|
+205,130
|
+25%
|
|
|
35
|
Foster Group
West Des Moines,
Iowa
|
$65.4M
|
-$5.25M
|
-81,955
|
-7%
|
|
|
36
|
Choreo LLC
Rockford,
Illinois
|
$65.3M
|
-$151K
|
-2,352
|
-0.2%
|
|
|
37
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$65.1M
|
+$1.03M
|
+16,131
|
+2%
|
|
|
38
|
Elser Financial Planning
Indianapolis,
Indiana
|
$63.9M
|
+$61.6M
|
+960,357
|
+2,246%
|
|
|
39
|
Colony Family Offices
Charlotte,
North Carolina
|
$62.6M
|
+$449K
|
+7,007
|
+0.7%
|
|
|
40
|
Evanson Asset Management
Carmel,
California
|
$61.9M
|
+$634K
|
+9,884
|
+1%
|
|
|
41
|
|
$58.9M
|
-$6.13M
|
-95,529
|
-9%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$53.8M
|
+$477K
|
+7,436
|
+0.9%
|
|
|
43
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$51.1M
|
-$1.2M
|
-18,764
|
-2%
|
|
|
44
|
1900 Wealth Management
San Antonio,
Texas
|
$49.1M
|
-$433K
|
-6,754
|
-0.9%
|
|
|
45
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$47.7M
|
+$3.9M
|
+60,779
|
+9%
|
|
|
46
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
+$7.15M
|
+111,445
|
+18%
|
|
|
47
|
Willow Creek Wealth Management
Sebastopol,
California
|
$45.5M
|
+$1.29M
|
+20,055
|
+3%
|
|
|
48
|
RS Crum Inc
Newport Beach,
California
|
$45.4M
|
-$1.37M
|
-21,344
|
-3%
|
|
|
49
|
McLean Asset Management
Tysons,
Virginia
|
$43.8M
|
-$596K
|
-9,298
|
-1%
|
|
|
50
|
Quadcap Wealth Management
Frisco,
Texas
|
$42.5M
|
+$6.4M
|
+99,840
|
+18%
|
|
