|
26
|
Tanglewood Wealth Management
Houston,
Texas
|
$70M
|
-$1.07M
|
-14,562
|
-2%
|
|
|
27
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$64.7M
|
-$3.59M
|
-49,079
|
-5%
|
|
|
28
|
Equitable Trust
Nashville,
Tennessee
|
$64.6M
|
+$5.71M
|
+77,950
|
+10%
|
|
|
29
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$64.4M
|
+$2.01M
|
+27,478
|
+3%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$63.6M
|
+$10.1M
|
+137,307
|
+19%
|
|
|
31
|
Verus Financial Partners
Richmond,
Virginia
|
$60.5M
|
+$2.96M
|
+40,372
|
+5%
|
|
|
32
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$54.3M
|
+$12.1M
|
+165,046
|
+29%
|
|
|
33
|
US Bancorp
Minneapolis,
Minnesota
|
$53.4M
|
-$1.64M
|
-22,381
|
-3%
|
|
|
34
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$53.2M
|
+$970K
|
+13,253
|
+2%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$52.1M
|
+$2.5M
|
+34,182
|
+5%
|
|
|
36
|
M&T Bank
Buffalo,
New York
|
$51.3M
|
-$820K
|
-11,199
|
-2%
|
|
|
37
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$49.2M
|
+$2.23M
|
+30,434
|
+5%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.3M
|
-$1.49M
|
-20,396
|
-3%
|
|
|
39
|
ESL Trust Services
Rochester,
New York
|
$43.7M
|
+$94.8K
|
+1,295
|
+0.2%
|
|
|
40
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$42.6M
|
+$210K
|
+2,869
|
+0.5%
|
|
|
41
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$42.3M
|
+$69.9K
|
+954
|
+0.2%
|
|
|
42
|
AlphaCore Capital
La Jolla,
California
|
$41.7M
|
+$41.7M
|
+568,957
|
New
|
|
|
43
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$40.7M
|
+$15.2M
|
+207,400
|
+60%
|
|
|
44
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.5M
|
+$1.54M
|
+20,968
|
+4%
|
|
|
45
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$38.3M
|
+$1.88M
|
+25,613
|
+5%
|
|
|
46
|
Newman & Schimel
Deerfield,
Illinois
|
$36M
|
-$311K
|
-4,243
|
-0.9%
|
|
|
47
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$34.4M
|
-$94.6K
|
-1,292
|
-0.3%
|
|
|
48
|
Jones Financial Companies
Des Peres,
Missouri
|
$34.1M
|
-$2.61M
|
-35,604
|
-7%
|
|
|
49
|
Geneos Wealth Management
Englewood,
Colorado
|
$33.8M
|
-$153K
|
-2,086
|
-0.5%
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.8M
|
+$3.46M
|
+47,294
|
+11%
|
|
