|
26
|
Mariner
Overland Park,
Kansas
|
$25.4M
|
+$1.69M
|
+12,247
|
+7%
|
|
|
27
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$24.5M
|
+$655K
|
+4,747
|
+3%
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.8M
|
+$15.3M
|
+110,581
|
+193%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.7M
|
+$429K
|
+3,106
|
+2%
|
|
|
30
|
Falcon Wealth Planning
Ontario,
California
|
$23M
|
+$1.17M
|
+8,461
|
+5%
|
|
|
31
|
Focus Partners Wealth
Boston,
Massachusetts
|
$22.6M
|
+$180K
|
+1,301
|
+0.8%
|
|
|
32
|
GHP Investment Advisors
Denver,
Colorado
|
$22.4M
|
-$294K
|
-2,133
|
-1%
|
|
|
33
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$22.3M
|
+$748K
|
+5,417
|
+4%
|
|
|
34
|
United Capital Financial Advisors
Irving,
Texas
|
$19.9M
|
-$376K
|
-2,727
|
-2%
|
|
|
35
|
Kestra Private Wealth Services
Austin,
Texas
|
$18.7M
|
+$6.17M
|
+44,740
|
+51%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$18.6M
|
-$1.01M
|
-7,315
|
-5%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$18.5M
|
-$405K
|
-2,932
|
-2%
|
|
|
38
|
Sterling Financial Planning
Sparta,
New Jersey
|
$17.6M
|
+$53.4K
|
+387
|
+0.3%
|
|
|
39
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$16.8M
|
-$1.51M
|
-10,949
|
-8%
|
|
|
40
|
Probity Advisors
Dallas,
Texas
|
$15.4M
|
+$415K
|
+3,006
|
+3%
|
|
|
41
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$14.9M
|
+$44.2K
|
+320
|
+0.3%
|
|
|
42
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$14.6M
|
+$531K
|
+3,847
|
+4%
|
|
|
43
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$14.6M
|
-$222K
|
-1,610
|
-2%
|
|
|
44
|
Creative Planning
Overland Park,
Kansas
|
$14.5M
|
+$344K
|
+2,496
|
+2%
|
|
|
45
|
Oppenheimer Asset Management
New York
|
$13.8M
|
-$64.9K
|
-470
|
-0.5%
|
|
|
46
|
One Capital Management
Westlake Village,
California
|
$13.6M
|
-$3.95M
|
-28,632
|
-23%
|
|
|
47
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$13.5M
|
–
|
–
|
–
|
|
|
48
|
KeyBank National Association
Cleveland,
Ohio
|
$13.5M
|
-$421K
|
-3,049
|
-3%
|
|
|
49
|
MAI Capital Management
Independence,
Ohio
|
$13.1M
|
-$398K
|
-2,881
|
-3%
|
|
|
50
|
Belpointe Asset Management
Reno,
Nevada
|
$12.3M
|
+$2.17M
|
+15,694
|
+22%
|
|
