|
26
|
Private Ocean
San Rafael,
California
|
$30.9M
|
+$12.2M
|
+286,035
|
+62%
|
|
|
27
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$30.2M
|
–
|
–
|
–
|
|
|
28
|
Bank of New York Mellon
New York
|
$28.9M
|
-$7.16M
|
-167,637
|
-19%
|
|
|
29
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.5M
|
-$1.17M
|
-27,365
|
-4%
|
|
|
30
|
WealthSource Partners
San Luis Obispo,
California
|
$28.2M
|
-$8.18M
|
-191,330
|
-22%
|
|
|
31
|
JB Capital
Wethersfield,
Connecticut
|
$22.7M
|
+$23.4M
|
+547,915
|
New
|
|
|
32
|
US Bancorp
Minneapolis,
Minnesota
|
$19.1M
|
+$3.65M
|
+85,367
|
+23%
|
|
|
33
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18M
|
+$17M
|
+397,730
|
+1,086%
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$16.4M
|
-$3.9M
|
-91,340
|
-19%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
+$1.95M
|
+45,724
|
+13%
|
|
|
36
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
$15.9M
|
-$37.4K
|
-875
|
-0.2%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$15.4M
|
-$184K
|
-4,311
|
-1%
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$15.3M
|
-$3.63M
|
-84,931
|
-19%
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$15M
|
-$5.31M
|
-124,152
|
-26%
|
|
|
40
|
|
$14.8M
|
+$1.32M
|
+30,799
|
+9%
|
|
|
41
|
Atria Investments
Charlotte,
North Carolina
|
$14.7M
|
-$4.65M
|
-108,828
|
-23%
|
|
|
42
|
High Note Wealth
Deephaven,
Minnesota
|
$14.7M
|
+$160K
|
+3,747
|
+1%
|
|
|
43
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.9M
|
-$2.31M
|
-54,031
|
-14%
|
|
|
44
|
True Link Financial Advisors
San Francisco,
California
|
$13.8M
|
+$505K
|
+11,807
|
+4%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.6M
|
+$739K
|
+17,289
|
+6%
|
|
|
46
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$13.1M
|
+$13.5M
|
+316,423
|
New
|
|
|
47
|
M&T Bank
Buffalo,
New York
|
$12.6M
|
+$977K
|
+22,865
|
+8%
|
|
|
48
|
Mission Wealth Management
Santa Barbara,
California
|
$11.6M
|
+$1.15M
|
+26,832
|
+11%
|
|
|
49
|
Round Table Services
Westfield,
New Jersey
|
$11.6M
|
-$337K
|
-7,886
|
-3%
|
|
|
50
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.5M
|
-$13.1M
|
-305,771
|
-52%
|
|
