|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92.2M
|
+$3.26M
|
+46,774
|
+4%
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$87.8M
|
-$526K
|
-7,546
|
-0.6%
|
|
|
28
|
Modera Wealth Management
Westwood,
New Jersey
|
$86.1M
|
-$1.23M
|
-17,642
|
-1%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$86M
|
+$6.73M
|
+96,587
|
+9%
|
|
|
30
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$85.9M
|
-$92.4K
|
-1,326
|
-0.1%
|
|
|
31
|
Apella Capital
West Hartford,
Connecticut
|
$83.5M
|
-$1.05M
|
-15,132
|
-1%
|
|
|
32
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$81.3M
|
+$555K
|
+7,967
|
+0.7%
|
|
|
33
|
Colony Family Offices
Charlotte,
North Carolina
|
$78.4M
|
+$3.68M
|
+52,881
|
+5%
|
|
|
34
|
Foster Group
West Des Moines,
Iowa
|
$71.9M
|
-$1.49M
|
-21,414
|
-2%
|
|
|
35
|
Austin Asset Management
Austin,
Texas
|
$69.3M
|
-$2.05M
|
-29,407
|
-3%
|
|
|
36
|
Savant Capital
Rockford,
Illinois
|
$68.6M
|
+$2.14M
|
+30,715
|
+3%
|
|
|
37
|
Choreo LLC
Rockford,
Illinois
|
$68.5M
|
-$4.4M
|
-63,166
|
-6%
|
|
|
38
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$67M
|
+$887K
|
+12,736
|
+1%
|
|
|
39
|
Evanson Asset Management
Carmel,
California
|
$66.5M
|
-$2.01M
|
-28,864
|
-3%
|
|
|
40
|
|
$65M
|
-$1.07M
|
-15,296
|
-2%
|
|
|
41
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$64.9M
|
+$886K
|
+12,719
|
+1%
|
|
|
42
|
OLIO Financial Planning
Mclean,
Virginia
|
$59.7M
|
+$1.04M
|
+14,883
|
+2%
|
|
|
43
|
Willow Creek Wealth Management
Sebastopol,
California
|
$59.4M
|
+$1.61M
|
+23,048
|
+3%
|
|
|
44
|
1900 Wealth Management
San Antonio,
Texas
|
$55.5M
|
-$70.6K
|
-1,014
|
-0.1%
|
|
|
45
|
Everest Management Corp
Cupertino,
California
|
$54.8M
|
+$448K
|
+6,435
|
+0.9%
|
|
|
46
|
Quadcap Wealth Management
Frisco,
Texas
|
$54.4M
|
-$6.05M
|
-86,773
|
-10%
|
|
|
47
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$54.1M
|
+$1.76M
|
+25,272
|
+4%
|
|
|
48
|
Helen Stephens Group
Fort Worth,
Texas
|
$52.7M
|
+$2.24M
|
+32,155
|
+5%
|
|
|
49
|
RS Crum Inc
Newport Beach,
California
|
$52.5M
|
+$194K
|
+2,791
|
+0.4%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$51.4M
|
-$223K
|
-3,202
|
-0.4%
|
|
