|
26
|
Jones Financial Companies
Des Peres,
Missouri
|
$38M
|
+$4.51M
|
+34,684
|
+14%
|
|
|
27
|
BOK Financial
Tulsa,
Oklahoma
|
$35.3M
|
-$5.82M
|
-44,741
|
-14%
|
|
|
28
|
World Investment Advisors
Santa Barbara,
California
|
$33.7M
|
+$5.31M
|
+40,816
|
+19%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.1M
|
-$1.44M
|
-11,025
|
-4%
|
|
|
30
|
Willis Johnson & Associates
Houston,
Texas
|
$32.3M
|
-$12M
|
-91,909
|
-27%
|
|
|
31
|
Courier Capital
Buffalo,
New York
|
$32.1M
|
+$373K
|
+2,867
|
+1%
|
|
|
32
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$31.5M
|
+$1.36M
|
+10,453
|
+5%
|
|
|
33
|
|
$30.3M
|
+$127K
|
+974
|
+0.4%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$29.4M
|
-$679K
|
-5,220
|
-2%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$28.8M
|
-$324K
|
-2,488
|
-1%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$28.8M
|
+$14.1M
|
+108,457
|
+98%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$28.7M
|
+$246K
|
+1,891
|
+0.9%
|
|
|
38
|
KeyBank National Association
Cleveland,
Ohio
|
$23.9M
|
-$249K
|
-1,912
|
-1%
|
|
|
39
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$23.8M
|
-$36.1M
|
-277,166
|
-60%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.1M
|
+$106K
|
+815
|
+0.5%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$22.6M
|
+$422K
|
+3,242
|
+2%
|
|
|
42
|
AlphaCore Capital
La Jolla,
California
|
$21.8M
|
+$21.1M
|
+162,257
|
+5,244%
|
|
|
43
|
Lido Advisors
Los Angeles,
California
|
$21.4M
|
+$911K
|
+7,001
|
+4%
|
|
|
44
|
Sterling Financial Planning
Sparta,
New Jersey
|
$20.1M
|
+$665K
|
+5,107
|
+3%
|
|
|
45
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$18.9M
|
+$1.55M
|
+11,884
|
+9%
|
|
|
46
|
Wealthspire Advisors (New York)
New York
|
$18.4M
|
-$16.3M
|
-125,472
|
-47%
|
|
|
47
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$18.4M
|
+$444K
|
+3,409
|
New
|
|
|
48
|
Focus Partners Wealth
Boston,
Massachusetts
|
$17.2M
|
+$1.44M
|
+11,073
|
+9%
|
|
|
49
|
Balance Wealth
Delaware,
Ohio
|
$16.4M
|
-$16.4M
|
-126,340
|
-50%
|
|
|
50
|
Lutz Financial Services
Omaha,
Nebraska
|
$15.8M
|
-$13.5K
|
-104
|
-0.1%
|
|
