|
26
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$31.6M
|
+$1.19M
|
+13,014
|
+4%
|
|
|
27
|
Doliver Advisors
Houston,
Texas
|
$29.5M
|
-$2.37M
|
-25,858
|
-7%
|
|
|
28
|
Madison Wealth Partners
Madison,
Wisconsin
|
$27.4M
|
+$2.57M
|
+28,057
|
+9%
|
|
|
29
|
Sandy Spring Bank
Olney,
Maryland
|
$24.9M
|
+$597K
|
+6,509
|
+2%
|
|
|
30
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$20.1M
|
-$888K
|
-9,690
|
-4%
|
|
|
31
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$20.1M
|
–
|
–
|
–
|
|
|
32
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$19.9M
|
+$2.07M
|
+22,566
|
+11%
|
|
|
33
|
United Capital Financial Advisors
Irving,
Texas
|
$19.8M
|
-$1.72M
|
-18,760
|
-7%
|
|
|
34
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$18.9M
|
+$233K
|
+2,541
|
+1%
|
|
|
35
|
CX Institutional
Auburn,
Indiana
|
$18.8M
|
+$438K
|
+4,779
|
+2%
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$18.3M
|
+$2.03M
|
+22,159
|
+11%
|
|
|
37
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$18.1M
|
-$1.06M
|
-11,581
|
-5%
|
|
|
38
|
Veracity Capital
Atlanta,
Georgia
|
$18M
|
+$17.3K
|
+189
|
+0.1%
|
|
|
39
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$17.6M
|
+$19.3M
|
+210,626
|
New
|
|
|
40
|
Modera Wealth Management
Westwood,
New Jersey
|
$17.3M
|
-$550K
|
-6,000
|
-3%
|
|
|
41
|
Allspring Global Investments
Charlotte,
North Carolina
|
$17.1M
|
+$16.5M
|
+179,621
|
+719%
|
|
|
42
|
Private Advisor Group
Morristown,
New Jersey
|
$17M
|
+$2.85M
|
+31,136
|
+18%
|
|
|
43
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$16.5M
|
-$912K
|
-9,945
|
-5%
|
|
|
44
|
Avantax Advisory Services
Dallas,
Texas
|
$14.9M
|
+$53.7K
|
+586
|
+0.3%
|
|
|
45
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.4M
|
-$1.01M
|
-10,984
|
-6%
|
|
|
46
|
Cetera Advisor Networks
El Segundo,
California
|
$14.2M
|
+$726K
|
+7,924
|
+5%
|
|
|
47
|
ClearBridge Investments
New York
|
$14M
|
+$7.19M
|
+78,477
|
+88%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$13.9M
|
-$3.58M
|
-39,073
|
-19%
|
|
|
49
|
Allworth Financial
Folsom,
California
|
$13.8M
|
-$314K
|
-3,423
|
-2%
|
|
|
50
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$13.2M
|
+$278K
|
+3,037
|
+2%
|
|
