|
26
|
EP Wealth Advisors
Torrance,
California
|
$15.3M
|
-$317K
|
-15,017
|
-2%
|
|
|
27
|
Arrow Financial
Glens Falls,
New York
|
$15.1M
|
+$401K
|
+18,980
|
+3%
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$14.6M
|
-$330K
|
-15,615
|
-2%
|
|
|
29
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$13.8M
|
+$145K
|
+6,869
|
+1%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$13.6M
|
+$1.07M
|
+50,747
|
+8%
|
|
|
31
|
Mariner
Overland Park,
Kansas
|
$13.6M
|
+$922K
|
+43,640
|
+7%
|
|
|
32
|
Envision Financial Planning
Memphis,
Tennessee
|
$13.4M
|
+$598K
|
+28,311
|
+5%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$13.2M
|
+$228K
|
+10,810
|
+2%
|
|
|
34
|
PFG Private Wealth Management
Lutz,
Florida
|
$13.2M
|
+$628K
|
+29,735
|
+5%
|
|
|
35
|
Ironwood Financial
Tucson,
Arizona
|
$11.9M
|
+$509K
|
+24,085
|
+4%
|
|
|
36
|
Probity Advisors
Dallas,
Texas
|
$11M
|
+$1.01M
|
+48,052
|
+10%
|
|
|
37
|
Howland Capital Management
Boston,
Massachusetts
|
$10.9M
|
+$2.48M
|
+117,559
|
+29%
|
|
|
38
|
Parkway Wealth Management
Plano,
Texas
|
$10.1M
|
+$955K
|
+45,226
|
+10%
|
|
|
39
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10M
|
+$683K
|
+32,344
|
+7%
|
|
|
40
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$9.63M
|
+$705K
|
+33,394
|
+8%
|
|
|
41
|
First National Trust
Hermitage,
Pennsylvania
|
$9.42M
|
+$2.71M
|
+128,195
|
+40%
|
|
|
42
|
Cornerstone Planning
Charlotte,
North Carolina
|
$9.37M
|
+$9.43M
|
+446,549
|
New
|
|
|
43
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$8.95M
|
+$848K
|
+40,133
|
+10%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$8.85M
|
+$394K
|
+18,642
|
+5%
|
|
|
45
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$8.84M
|
+$303K
|
+14,361
|
+4%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$8.68M
|
+$1.94M
|
+91,913
|
+28%
|
|
|
47
|
|
$8.55M
|
+$2.05M
|
+96,995
|
+31%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.51M
|
+$1.57M
|
+74,532
|
+22%
|
|
|
49
|
Glenview Trust
Louisville,
Kentucky
|
$8.23M
|
+$1.92M
|
+90,800
|
+30%
|
|
|
50
|
Spreng Capital Management
Bucyrus,
Ohio
|
$7.98M
|
+$8.05M
|
+381,199
|
New
|
|
