|
26
|
Truist Financial
Charlotte,
North Carolina
|
$66.1M
|
-$1.43M
|
-11,762
|
-2%
|
|
|
27
|
Equitable Holdings
New York
|
$59.3M
|
-$1.53M
|
-12,556
|
-2%
|
|
|
28
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$58M
|
+$1.4M
|
+11,548
|
+2%
|
|
|
29
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$43.7M
|
+$822K
|
+6,768
|
+2%
|
|
|
30
|
Wolverine Trading
Chicago,
Illinois
|
$42.3M
|
+$42.6M
|
+350,170
|
New
|
|
|
31
|
One Capital Management
Westlake Village,
California
|
$41.3M
|
-$6.57M
|
-54,065
|
-14%
|
|
|
32
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$41.2M
|
+$24.2M
|
+198,869
|
+139%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$38.5M
|
+$3.27M
|
+26,927
|
+9%
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38.2M
|
+$1.27M
|
+10,474
|
+3%
|
|
|
35
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$37.7M
|
-$1.01M
|
-8,299
|
-3%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$35.2M
|
-$536K
|
-4,412
|
-1%
|
|
|
37
|
AE Wealth Management
Topeka,
Kansas
|
$34.4M
|
+$435K
|
+3,583
|
+1%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$33.3M
|
-$384K
|
-3,163
|
-1%
|
|
|
39
|
GLOBALT Investments
Atlanta,
Georgia
|
$33.2M
|
+$316K
|
+2,599
|
+1%
|
|
|
40
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$32.8M
|
-$1.27M
|
-10,459
|
-4%
|
|
|
41
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$30M
|
+$290K
|
+2,388
|
+1%
|
|
|
42
|
Focus Partners Wealth
Boston,
Massachusetts
|
$28.6M
|
+$14.3M
|
+117,608
|
+98%
|
|
|
43
|
Natixis Advisors
Boston,
Massachusetts
|
$28.6M
|
+$26.1M
|
+214,618
|
+962%
|
|
|
44
|
SVB Wealth
Boston,
Massachusetts
|
$28.3M
|
+$4.09M
|
+33,629
|
+17%
|
|
|
45
|
HSBC Holdings
London,
United Kingdom
|
$28.2M
|
+$13.9M
|
+114,266
|
+96%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$26M
|
-$1.58M
|
-13,005
|
-6%
|
|
|
47
|
KeyBank National Association
Cleveland,
Ohio
|
$24.5M
|
-$182K
|
-1,499
|
-0.7%
|
|
|
48
|
LPWM LLC
Minneapolis,
Minnesota
|
$23.9M
|
+$343K
|
+2,819
|
+1%
|
|
|
49
|
Pegasus Partners
Mequon,
Wisconsin
|
$23.6M
|
+$1.96M
|
+16,137
|
+9%
|
|
|
50
|
M&T Bank
Buffalo,
New York
|
$23.6M
|
-$229K
|
-1,888
|
-1%
|
|
