|
26
|
Insight Wealth Strategies
San Ramon,
California
|
$23.3M
|
+$75.3K
|
+1,120
|
+0.3%
|
|
|
27
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$21.2M
|
-$17.1K
|
-255
|
-0.1%
|
|
|
28
|
Geneos Wealth Management
Englewood,
Colorado
|
$21M
|
-$1.05M
|
-15,586
|
-5%
|
|
|
29
|
Brookstone Capital Management
Wheaton,
Illinois
|
$20.5M
|
+$1.82M
|
+27,158
|
+9%
|
|
|
30
|
Avantax Advisory Services
Dallas,
Texas
|
$19.8M
|
+$244K
|
+3,634
|
+1%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.7M
|
-$3.03M
|
-45,156
|
-13%
|
|
|
32
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$18.6M
|
-$3.26M
|
-48,509
|
-14%
|
|
|
33
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.3M
|
-$4.69M
|
-69,831
|
-20%
|
|
|
34
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$17.2M
|
+$206K
|
+3,068
|
+1%
|
|
|
35
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$15.8M
|
+$13M
|
+193,568
|
New
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$15.7M
|
-$2.07M
|
-30,815
|
-11%
|
|
|
37
|
Legacy Financial Advisors
Covington,
Kentucky
|
$15.3M
|
+$440K
|
+6,554
|
+3%
|
|
|
38
|
Tolleson Wealth Management
Dallas,
Texas
|
$15M
|
+$9.08M
|
+135,163
|
+132%
|
|
|
39
|
Janiczek Wealth Management
Denver,
Colorado
|
$14M
|
-$858K
|
-12,762
|
-6%
|
|
|
40
|
Symmetry Partners
Glastonbury,
Connecticut
|
$13.4M
|
+$254K
|
+3,782
|
+2%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$13.4M
|
+$188K
|
+2,805
|
+1%
|
|
|
42
|
CX Institutional
Auburn,
Indiana
|
$12.6M
|
+$6.48M
|
+96,467
|
+94%
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.3M
|
-$728K
|
-10,829
|
-5%
|
|
|
44
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$12.2M
|
-$40K
|
-595
|
-0.3%
|
|
|
45
|
Magnus Financial Group
New York
|
$12M
|
+$646K
|
+9,611
|
+5%
|
|
|
46
|
AssetMark Inc
Concord,
California
|
$12M
|
-$1.58M
|
-23,528
|
-11%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$11.7M
|
+$757K
|
+11,272
|
+6%
|
|
|
48
|
Armbruster Capital Management
Pittsford,
New York
|
$11.6M
|
+$899K
|
+13,381
|
+8%
|
|
|
49
|
HighTower Advisors
Chicago,
Illinois
|
$11.5M
|
-$2.58M
|
-38,457
|
-17%
|
|
|
50
|
Agilis Partners
Waltham,
Massachusetts
|
$11.3M
|
–
|
–
|
–
|
|
