|
26
|
Truist Financial
Charlotte,
North Carolina
|
$70.1M
|
-$5.3M
|
-44,999
|
-7%
|
|
|
27
|
Equitable Holdings
New York
|
$63.1M
|
-$4.24M
|
-36,005
|
-7%
|
|
|
28
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$58.8M
|
+$170K
|
+1,447
|
+0.3%
|
|
|
29
|
One Capital Management
Westlake Village,
California
|
$49.7M
|
+$1.45M
|
+12,334
|
+3%
|
|
|
30
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$44.5M
|
-$1.29M
|
-10,995
|
-3%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38.4M
|
-$38.3K
|
-325
|
-0.1%
|
|
|
32
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$37.1M
|
+$30.2M
|
+256,218
|
+648%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$36.8M
|
-$3.3M
|
-27,988
|
-9%
|
|
|
34
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$36.4M
|
-$98.7K
|
-838
|
-0.3%
|
|
|
35
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$35.4M
|
+$395K
|
+3,351
|
+1%
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$35.2M
|
-$35.2M
|
-299,156
|
-52%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$35M
|
-$1.05M
|
-8,909
|
-3%
|
|
|
38
|
GLOBALT Investments
Atlanta,
Georgia
|
$34.1M
|
-$186K
|
-1,577
|
-0.6%
|
|
|
39
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$30.9M
|
+$152K
|
+1,289
|
+0.5%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.6M
|
-$9.06M
|
-76,910
|
-25%
|
|
|
41
|
Avantax Planning Partners
Dubuque,
Iowa
|
$26.6M
|
+$745K
|
+6,327
|
+3%
|
|
|
42
|
Cetera Advisor Networks
El Segundo,
California
|
$26.2M
|
+$1.38M
|
+11,701
|
+6%
|
|
|
43
|
KeyBank National Association
Cleveland,
Ohio
|
$25.6M
|
-$86.6K
|
-735
|
-0.4%
|
|
|
44
|
SVB Wealth
Boston,
Massachusetts
|
$25.1M
|
+$11.5M
|
+97,441
|
+95%
|
|
|
45
|
M&T Bank
Buffalo,
New York
|
$24.7M
|
-$535K
|
-4,543
|
-2%
|
|
|
46
|
Covenant Partners
Nashville,
Tennessee
|
$24.2M
|
-$1.12M
|
-9,509
|
-5%
|
|
|
47
|
LPWM LLC
Minneapolis,
Minnesota
|
$24M
|
+$473K
|
+4,013
|
+2%
|
|
|
48
|
Pegasus Partners
Mequon,
Wisconsin
|
$22.4M
|
+$1.07M
|
+9,101
|
+5%
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$21.9M
|
+$572K
|
+4,861
|
+3%
|
|
|
50
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$21M
|
+$258K
|
+2,190
|
+1%
|
|
