|
26
|
Truist Financial
Charlotte,
North Carolina
|
$65.7M
|
-$433K
|
-3,928
|
-0.6%
|
|
|
27
|
AE Wealth Management
Topeka,
Kansas
|
$59.6M
|
+$874K
|
+7,927
|
+1%
|
|
|
28
|
Equitable Holdings
New York
|
$57.2M
|
-$406K
|
-3,680
|
-0.7%
|
|
|
29
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$48.9M
|
-$139K
|
-1,258
|
-0.3%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$46.3M
|
+$38.8M
|
+352,150
|
+1,319%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$42.6M
|
-$1.71M
|
-15,518
|
-4%
|
|
|
32
|
One Capital Management
Westlake Village,
California
|
$39.9M
|
+$2.48M
|
+22,491
|
+6%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.9M
|
-$88.3M
|
-801,023
|
-68%
|
|
|
34
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$38.7M
|
-$637K
|
-5,784
|
-2%
|
|
|
35
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$38.2M
|
+$30.9M
|
+280,836
|
+331%
|
|
|
36
|
Synovus Financial
Columbus,
Georgia
|
$36M
|
-$782K
|
-7,099
|
-2%
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32M
|
+$675K
|
+6,127
|
+2%
|
|
|
38
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$31.2M
|
-$1.38M
|
-12,511
|
-4%
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$30.6M
|
+$105K
|
+949
|
+0.3%
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$30.3M
|
+$243K
|
+2,201
|
+0.8%
|
|
|
41
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$29.2M
|
-$112K
|
-1,015
|
-0.4%
|
|
|
42
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$25.5M
|
+$43.6K
|
+396
|
+0.2%
|
|
|
43
|
KeyBank National Association
Cleveland,
Ohio
|
$21.6M
|
-$186K
|
-1,692
|
-0.8%
|
|
|
44
|
Avantax Planning Partners
Dubuque,
Iowa
|
$21.4M
|
+$940K
|
+8,528
|
+4%
|
|
|
45
|
M&T Bank
Buffalo,
New York
|
$21.2M
|
-$714K
|
-6,484
|
-3%
|
|
|
46
|
SEI Investments
Oaks,
Pennsylvania
|
$21.2M
|
+$5.93M
|
+53,855
|
+36%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$21.1M
|
+$5.7M
|
+51,702
|
+34%
|
|
|
48
|
Covenant Partners
Nashville,
Tennessee
|
$21M
|
+$888K
|
+8,055
|
+4%
|
|
|
49
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19.1M
|
+$8.69M
|
+78,881
|
+76%
|
|
|
50
|
LPWM LLC
Minneapolis,
Minnesota
|
$19.1M
|
-$218K
|
-1,976
|
-1%
|
|
