|
26
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$66.6M
|
+$2.22M
|
+16,570
|
+3%
|
|
|
27
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$64.5M
|
+$38.6M
|
+288,246
|
+137%
|
|
|
28
|
Equitable Holdings
New York
|
$61M
|
-$1.69M
|
-12,657
|
-3%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$56.2M
|
+$252K
|
+1,885
|
+0.4%
|
|
|
30
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$48.9M
|
+$3.48M
|
+26,018
|
+7%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$45.6M
|
+$4.67M
|
+34,863
|
+11%
|
|
|
32
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$45.1M
|
-$911K
|
-6,807
|
-2%
|
|
|
33
|
One Capital Management
Westlake Village,
California
|
$41.6M
|
-$2.2M
|
-16,458
|
-5%
|
|
|
34
|
AE Wealth Management
Topeka,
Kansas
|
$39.3M
|
+$922K
|
+6,887
|
+2%
|
|
|
35
|
SVB Wealth
Boston,
Massachusetts
|
$38.6M
|
+$31.8M
|
+237,538
|
+391%
|
|
|
36
|
Lido Advisors
Los Angeles,
California
|
$38.3M
|
+$34.6M
|
+258,685
|
+694%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$37.9M
|
+$496K
|
+3,703
|
+1%
|
|
|
38
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$37.4M
|
+$24M
|
+178,938
|
+163%
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$34.8M
|
-$4.29M
|
-32,017
|
-11%
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$34.6M
|
-$750K
|
-5,602
|
-2%
|
|
|
41
|
GLOBALT Investments
Atlanta,
Georgia
|
$33.1M
|
-$1.12M
|
-8,351
|
-3%
|
|
|
42
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$32.7M
|
+$444K
|
+3,320
|
+1%
|
|
|
43
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$29.8M
|
-$775K
|
-5,787
|
-2%
|
|
|
44
|
Natixis Advisors
Boston,
Massachusetts
|
$27.1M
|
+$9.36M
|
+69,941
|
+50%
|
|
|
45
|
KeyBank National Association
Cleveland,
Ohio
|
$26.2M
|
-$41.6K
|
-311
|
-0.2%
|
|
|
46
|
LPWM LLC
Minneapolis,
Minnesota
|
$26.2M
|
-$215K
|
-1,609
|
-0.8%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$25M
|
-$654K
|
-4,884
|
-2%
|
|
|
48
|
M&T Bank
Buffalo,
New York
|
$23.6M
|
-$1,000K
|
-7,471
|
-4%
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$23.5M
|
+$772K
|
+5,765
|
+3%
|
|
|
50
|
Covenant Partners
Nashville,
Tennessee
|
$23.2M
|
+$541K
|
+4,045
|
+2%
|
|
