|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$82.2M
|
+$3.82M
|
+61,680
|
+5%
|
|
|
27
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$82.1M
|
+$1.69M
|
+27,218
|
+2%
|
|
|
28
|
Forum Financial Management
Lombard,
Illinois
|
$81.7M
|
-$794K
|
-12,816
|
-1%
|
|
|
29
|
Modera Wealth Management
Westwood,
New Jersey
|
$80.8M
|
+$3.75M
|
+60,542
|
+5%
|
|
|
30
|
Apella Capital
West Hartford,
Connecticut
|
$79.4M
|
+$28.6M
|
+461,706
|
+65%
|
|
|
31
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$74.4M
|
+$1.72M
|
+27,741
|
+3%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$73.1M
|
+$8.99M
|
+145,257
|
+15%
|
|
|
33
|
Colony Family Offices
Charlotte,
North Carolina
|
$69M
|
+$4.27M
|
+68,898
|
+7%
|
|
|
34
|
Foster Group
West Des Moines,
Iowa
|
$68M
|
-$316K
|
-5,100
|
-0.5%
|
|
|
35
|
Choreo LLC
Rockford,
Illinois
|
$67.7M
|
-$625K
|
-10,100
|
-1%
|
|
|
36
|
Austin Asset Management
Austin,
Texas
|
$66.1M
|
-$3.85M
|
-62,193
|
-6%
|
|
|
37
|
Evanson Asset Management
Carmel,
California
|
$63.5M
|
-$1.43M
|
-23,028
|
-2%
|
|
|
38
|
Savant Capital
Rockford,
Illinois
|
$61.4M
|
-$2.18M
|
-35,192
|
-4%
|
|
|
39
|
|
$61.1M
|
-$978K
|
-15,797
|
-2%
|
|
|
40
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$61.1M
|
+$5.9M
|
+95,254
|
+12%
|
|
|
41
|
SouthState Corp
Winter Haven,
Florida
|
$60.9M
|
-$17.1M
|
-275,940
|
-23%
|
|
|
42
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$59.1M
|
+$6.19M
|
+99,947
|
+13%
|
|
|
43
|
Quadcap Wealth Management
Frisco,
Texas
|
$56.1M
|
+$4.18M
|
+67,441
|
+9%
|
|
|
44
|
OLIO Financial Planning
Mclean,
Virginia
|
$54.3M
|
+$3.07M
|
+49,526
|
+7%
|
|
|
45
|
Willow Creek Wealth Management
Sebastopol,
California
|
$53.4M
|
+$3.27M
|
+52,789
|
+7%
|
|
|
46
|
1900 Wealth Management
San Antonio,
Texas
|
$51.4M
|
+$35.5K
|
+573
|
+0.1%
|
|
|
47
|
Everest Management Corp
Cupertino,
California
|
$50.3M
|
+$6.92M
|
+111,766
|
+18%
|
|
|
48
|
RS Crum Inc
Newport Beach,
California
|
$48.4M
|
+$1.63M
|
+26,381
|
+4%
|
|
|
49
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$48.1M
|
+$2.16M
|
+34,931
|
+5%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$47.7M
|
-$904K
|
-14,596
|
-2%
|
|
