|
26
|
Truist Financial
Charlotte,
North Carolina
|
$20M
|
-$798K
|
-32,949
|
-4%
|
|
|
27
|
Focus Partners Wealth
Boston,
Massachusetts
|
$19.6M
|
+$799K
|
+33,005
|
+4%
|
|
|
28
|
Klingman & Associates
New York
|
$19.5M
|
-$377K
|
-15,584
|
-2%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$18.1M
|
+$563K
|
+23,245
|
+3%
|
|
|
30
|
Venture Visionary Partners
Sylvania,
Ohio
|
$18.1M
|
-$4.66M
|
-192,522
|
-21%
|
|
|
31
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$17.6M
|
+$955K
|
+39,422
|
+6%
|
|
|
32
|
Summit Asset Management
Memphis,
Tennessee
|
$17.4M
|
+$619K
|
+25,579
|
+4%
|
|
|
33
|
Rebalance
Palo Alto,
California
|
$17.1M
|
+$6.02M
|
+248,724
|
+55%
|
|
|
34
|
US Bancorp
Minneapolis,
Minnesota
|
$17.1M
|
-$75.6K
|
-3,122
|
-0.4%
|
|
|
35
|
Journey Advisory Group
Covington,
Kentucky
|
$16.9M
|
+$497K
|
+20,511
|
+3%
|
|
|
36
|
|
$16.6M
|
-$14.8M
|
-610,840
|
Closed
|
|
|
37
|
Glenview Trust
Louisville,
Kentucky
|
$16M
|
+$867K
|
+35,801
|
+6%
|
|
|
38
|
MV Capital Management
Bethesda,
Maryland
|
$15.9M
|
+$55.4K
|
+2,287
|
+0.4%
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.7M
|
-$2.68M
|
-110,769
|
-15%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$15.2M
|
+$904K
|
+37,314
|
+6%
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14.6M
|
-$278K
|
-11,489
|
-2%
|
|
|
42
|
Central Trust Company
Jefferson City,
Missouri
|
$14.3M
|
+$300K
|
+12,395
|
+2%
|
|
|
43
|
Strid Group
Newtown Square,
Pennsylvania
|
$14M
|
+$88K
|
+3,634
|
+0.6%
|
|
|
44
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$13.8M
|
+$308K
|
+12,735
|
+2%
|
|
|
45
|
Arrow Financial
Glens Falls,
New York
|
$13.6M
|
-$345K
|
-14,226
|
-2%
|
|
|
46
|
|
$12.9M
|
–
|
–
|
–
|
|
|
47
|
Global Retirement Partners
San Rafael,
California
|
$12.6M
|
+$762K
|
+31,447
|
+6%
|
|
|
48
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.2M
|
+$793K
|
+32,740
|
+7%
|
|
|
49
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$11.9M
|
-$713K
|
-29,431
|
-6%
|
|
|
50
|
Spinnaker Trust
Portland,
Maine
|
$11.8M
|
+$1.08M
|
+44,655
|
+10%
|
|
