|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$73.9M
|
+$6.04M
|
+94,467
|
+8%
|
|
|
27
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$72.4M
|
-$368K
|
-5,760
|
-0.5%
|
|
|
28
|
SouthState Corp
Winter Haven,
Florida
|
$71.6M
|
+$75.7M
|
+1,184,226
|
New
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$70.5M
|
+$4.5M
|
+70,466
|
+6%
|
|
|
30
|
Modera Wealth Management
Westwood,
New Jersey
|
$69.3M
|
-$612K
|
-9,585
|
-0.8%
|
|
|
31
|
Mason & Associates (California)
Los Angeles,
California
|
$64.7M
|
-$2.19M
|
-34,285
|
-3%
|
|
|
32
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$64M
|
+$2.51M
|
+39,348
|
+4%
|
|
|
33
|
Austin Asset Management
Austin,
Texas
|
$63.4M
|
-$1.55M
|
-24,192
|
-2%
|
|
|
34
|
Choreo LLC
Rockford,
Illinois
|
$61.7M
|
-$343K
|
-5,370
|
-0.5%
|
|
|
35
|
Foster Group
West Des Moines,
Iowa
|
$61.6M
|
-$394K
|
-6,163
|
-0.6%
|
|
|
36
|
Evanson Asset Management
Carmel,
California
|
$58.7M
|
-$113K
|
-1,765
|
-0.2%
|
|
|
37
|
Colony Family Offices
Charlotte,
North Carolina
|
$58.1M
|
-$1.4M
|
-21,954
|
-2%
|
|
|
38
|
Savant Capital
Rockford,
Illinois
|
$57.5M
|
-$4.81M
|
-75,313
|
-7%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$57.2M
|
+$14.4M
|
+225,158
|
+31%
|
|
|
40
|
|
$56.1M
|
+$301K
|
+4,710
|
+0.5%
|
|
|
41
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$49.4M
|
+$4.42M
|
+69,187
|
+9%
|
|
|
42
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$47.3M
|
-$1.19M
|
-18,570
|
-2%
|
|
|
43
|
Quadcap Wealth Management
Frisco,
Texas
|
$46.6M
|
+$6.58M
|
+102,974
|
+15%
|
|
|
44
|
1900 Wealth Management
San Antonio,
Texas
|
$46.3M
|
-$251K
|
-3,929
|
-0.5%
|
|
|
45
|
OLIO Financial Planning
Mclean,
Virginia
|
$46M
|
+$6.08M
|
+95,197
|
+14%
|
|
|
46
|
Willow Creek Wealth Management
Sebastopol,
California
|
$45M
|
+$1.94M
|
+30,362
|
+4%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$44M
|
-$7.47M
|
-116,923
|
-14%
|
|
|
48
|
RS Crum Inc
Newport Beach,
California
|
$42M
|
-$1.13M
|
-17,631
|
-2%
|
|
|
49
|
Apella Capital
West Hartford,
Connecticut
|
$42M
|
+$3.65M
|
+57,052
|
+9%
|
|
|
50
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$41.5M
|
+$5.47M
|
+85,643
|
+14%
|
|
