|
26
|
Focus Partners Wealth
Boston,
Massachusetts
|
$25.1M
|
+$2.53M
|
+17,905
|
+11%
|
|
|
27
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$24.7M
|
+$305K
|
+2,158
|
+1%
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.2M
|
+$533K
|
+3,764
|
+2%
|
|
|
29
|
Falcon Wealth Planning
Ontario,
California
|
$23.7M
|
+$757K
|
+5,349
|
+3%
|
|
|
30
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$22.5M
|
+$274K
|
+1,933
|
+1%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.4M
|
-$1.26M
|
-8,899
|
-5%
|
|
|
32
|
GHP Investment Advisors
Denver,
Colorado
|
$22.3M
|
-$49.3K
|
-348
|
-0.2%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
-$19.2M
|
-135,838
|
-48%
|
|
|
34
|
Kestra Private Wealth Services
Austin,
Texas
|
$19.5M
|
+$841K
|
+5,939
|
+4%
|
|
|
35
|
United Capital Financial Advisors
Irving,
Texas
|
$18.9M
|
-$1.03M
|
-7,248
|
-5%
|
|
|
36
|
Arax Advisory Partners
Denver,
Colorado
|
$18.6M
|
+$18.7M
|
+132,074
|
New
|
|
|
37
|
Rockefeller Capital Management
New York
|
$18.6M
|
-$6.93M
|
-48,956
|
-27%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$18.5M
|
+$86.2K
|
+609
|
+0.5%
|
|
|
39
|
Stifel Financial
St. Louis,
Missouri
|
$18.4M
|
-$76.9K
|
-543
|
-0.4%
|
|
|
40
|
Sterling Financial Planning
Sparta,
New Jersey
|
$18.2M
|
+$661K
|
+4,670
|
+4%
|
|
|
41
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$17.8M
|
+$17.9M
|
+126,165
|
New
|
|
|
42
|
Probity Advisors
Dallas,
Texas
|
$15.5M
|
+$130K
|
+919
|
+0.8%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$14.5M
|
+$59.4K
|
+420
|
+0.4%
|
|
|
44
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$14.3M
|
-$210K
|
-1,484
|
-1%
|
|
|
45
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$14.1M
|
-$490K
|
-3,464
|
-3%
|
|
|
46
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$13.9M
|
-$1M
|
-7,086
|
-7%
|
|
|
47
|
Inspire Trust Company
Reno,
Nevada
|
$13.8M
|
+$1.84M
|
+13,000
|
+15%
|
|
|
48
|
Oppenheimer Asset Management
New York
|
$13.6M
|
-$240K
|
-1,697
|
-2%
|
|
|
49
|
KeyBank National Association
Cleveland,
Ohio
|
$13.5M
|
+$71.1K
|
+502
|
+0.5%
|
|
|
50
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$13.4M
|
–
|
–
|
–
|
|
