|
26
|
Rockefeller Capital Management
New York
|
$23.9M
|
-$307K
|
-2,292
|
-1%
|
|
|
27
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$23.3M
|
+$3.2M
|
+23,937
|
+15%
|
|
|
28
|
Avantax Advisory Services
Dallas,
Texas
|
$21.6M
|
+$636K
|
+4,758
|
+3%
|
|
|
29
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20.7M
|
-$862K
|
-6,446
|
-4%
|
|
|
30
|
GHP Investment Advisors
Denver,
Colorado
|
$20.1M
|
-$323K
|
-2,412
|
-1%
|
|
|
31
|
Jones Financial Companies
Des Peres,
Missouri
|
$19.8M
|
+$2.56M
|
+19,134
|
+14%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$19.8M
|
-$1.24M
|
-9,247
|
-6%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.7M
|
+$3.42M
|
+25,601
|
+19%
|
|
|
34
|
Falcon Wealth Planning
Ontario,
California
|
$19.4M
|
-$10.2M
|
-76,252
|
-33%
|
|
|
35
|
Focus Partners Wealth
Boston,
Massachusetts
|
$18.8M
|
+$331K
|
+2,477
|
+2%
|
|
|
36
|
United Capital Financial Advisors
Irving,
Texas
|
$18.4M
|
-$538K
|
-4,026
|
-3%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$18.3M
|
-$1.45M
|
-10,868
|
-7%
|
|
|
38
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$15.8M
|
+$1.16M
|
+8,701
|
+7%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$15.6M
|
-$3.88M
|
-29,018
|
-19%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.3M
|
+$353K
|
+2,637
|
+2%
|
|
|
41
|
Sterling Financial Planning
Sparta,
New Jersey
|
$14.7M
|
+$743K
|
+5,558
|
+5%
|
|
|
42
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$14.1M
|
-$11.5K
|
-86
|
-0.1%
|
|
|
43
|
Corient Private Wealth
Miami,
Florida
|
$13.8M
|
-$699K
|
-5,229
|
-5%
|
|
|
44
|
Probity Advisors
Dallas,
Texas
|
$12.8M
|
+$417K
|
+3,117
|
+3%
|
|
|
45
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$12.7M
|
-$152K
|
-1,138
|
-1%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$12.6M
|
-$256K
|
-1,911
|
-2%
|
|
|
47
|
M Holdings Securities
Portland,
Oregon
|
$12.4M
|
+$614K
|
+4,594
|
+5%
|
|
|
48
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$11.9M
|
-$416K
|
-3,110
|
-3%
|
|
|
49
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$11.9M
|
-$40.1K
|
-300
|
-0.3%
|
|
|
50
|
KeyBank National Association
Cleveland,
Ohio
|
$11.8M
|
-$55.5K
|
-415
|
-0.4%
|
|
