|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$54.1M
|
-$1.22M
|
-23,097
|
-2%
|
|
|
27
|
First Ascent Asset Management
Denver,
Colorado
|
$53M
|
+$5.38M
|
+101,507
|
+11%
|
|
|
28
|
Spinnaker Trust
Portland,
Maine
|
$48.8M
|
+$4.73M
|
+89,202
|
+11%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.6M
|
+$3.41M
|
+64,243
|
+8%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$45.3M
|
+$1.84M
|
+34,640
|
+4%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$41.3M
|
+$9.43M
|
+177,855
|
+30%
|
|
|
32
|
Destination Wealth Management
Walnut Creek,
California
|
$41M
|
-$195K
|
-3,681
|
-0.5%
|
|
|
33
|
McMorgan & Co
San Francisco,
California
|
$39.9M
|
-$1.29M
|
-24,367
|
-3%
|
|
|
34
|
KeyBank National Association
Cleveland,
Ohio
|
$37.9M
|
+$1.9M
|
+35,751
|
+5%
|
|
|
35
|
Atria Investments
Charlotte,
North Carolina
|
$36.8M
|
-$2.17M
|
-40,858
|
-6%
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$36.6M
|
-$1.14M
|
-21,563
|
-3%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$34.2M
|
+$4.89M
|
+92,153
|
+17%
|
|
|
38
|
SteelPeak Wealth
Woodland Hills,
California
|
$31.3M
|
+$2.25M
|
+42,506
|
+8%
|
|
|
39
|
Firestone Capital Management
Coral Gables,
Florida
|
$31.2M
|
-$592K
|
-11,173
|
-2%
|
|
|
40
|
High Falls Advisors
Rochester,
New York
|
$30.3M
|
+$1.69M
|
+31,827
|
+6%
|
|
|
41
|
Intelligence Driven Advisers
Carlsbad,
California
|
$28M
|
-$494K
|
-9,322
|
-2%
|
|
|
42
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$26.8M
|
+$1.48M
|
+27,845
|
+6%
|
|
|
43
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$26.5M
|
+$1.89M
|
+35,713
|
+8%
|
|
|
44
|
Tri-Star Advisors
Houston,
Texas
|
$25.1M
|
+$783K
|
+14,773
|
+3%
|
|
|
45
|
Kestra Advisory Services
Austin,
Texas
|
$24M
|
-$2.81M
|
-52,992
|
-10%
|
|
|
46
|
Comerica Securities
Detroit,
Michigan
|
$23.2M
|
+$1.6M
|
+30,204
|
+7%
|
|
|
47
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$22.7M
|
+$823K
|
+15,517
|
+4%
|
|
|
48
|
PAX Financial Group
San Antonio,
Texas
|
$22M
|
+$169K
|
+3,193
|
+0.8%
|
|
|
49
|
Stadion Money Management
Watkinsville,
Georgia
|
$21.2M
|
-$745K
|
-14,055
|
-3%
|
|
|
50
|
Hobart Private Capital
Charlotte,
North Carolina
|
$20.5M
|
-$601K
|
-11,342
|
-3%
|
|
