|
51
|
Abbrea Capital
Greenbrae,
California
|
$38.7M
|
-$4.13M
|
-81,622
|
-10%
|
|
|
52
|
Congress Wealth Management
Boston,
Massachusetts
|
$38.6M
|
+$38.7M
|
+764,991
|
New
|
|
|
53
|
Private Wealth Advisors (California)
Fresno,
California
|
$38.4M
|
-$846K
|
-16,734
|
-2%
|
|
|
54
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$37.6M
|
+$360K
|
+7,108
|
+1%
|
|
|
55
|
Nottingham Advisors
Amherst,
New York
|
$36.9M
|
-$5.59M
|
-110,595
|
-13%
|
|
|
56
|
|
$36.6M
|
-$3.16M
|
-62,497
|
-8%
|
|
|
57
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$36.5M
|
+$1.74M
|
+34,349
|
+5%
|
|
|
58
|
6 Meridian
Wichita,
Kansas
|
$36.4M
|
+$3.74M
|
+73,872
|
+11%
|
|
|
59
|
Spire Wealth Management
Mclean,
Virginia
|
$35.5M
|
+$32.7M
|
+647,124
|
+1,136%
|
|
|
60
|
Stifel Financial
St. Louis,
Missouri
|
$33.5M
|
-$363K
|
-7,183
|
-1%
|
|
|
61
|
Allen Capital Group
Grand Island,
Nebraska
|
$33.4M
|
-$1.13M
|
-22,421
|
-3%
|
|
|
62
|
Acorns Advisers
Irvine,
California
|
$33.3M
|
+$58.4K
|
+1,155
|
+0.2%
|
|
|
63
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$33M
|
+$256K
|
+5,069
|
+0.8%
|
|
|
64
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$32.9M
|
+$33M
|
+651,685
|
New
|
|
|
65
|
Rockefeller Capital Management
New York
|
$32.7M
|
+$2.56M
|
+50,573
|
+8%
|
|
|
66
|
Appleton Partners
Boston,
Massachusetts
|
$32M
|
-$967K
|
-19,114
|
-3%
|
|
|
67
|
Soltis Investment Advisors
St. George,
Utah
|
$31.9M
|
+$2.38M
|
+47,110
|
+8%
|
|
|
68
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$31.6M
|
-$922K
|
-18,220
|
-3%
|
|
|
69
|
Allworth Financial
Folsom,
California
|
$31.4M
|
-$3.52M
|
-69,526
|
-10%
|
|
|
70
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.9M
|
-$515K
|
-10,187
|
-2%
|
|
|
71
|
Synovus Financial
Columbus,
Georgia
|
$30.1M
|
+$2.41M
|
+47,726
|
+9%
|
|
|
72
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$29.8M
|
-$2.11M
|
-41,682
|
-7%
|
|
|
73
|
Cetera Advisors
Denver,
Colorado
|
$27.9M
|
-$751K
|
-14,840
|
-3%
|
|
|
74
|
Cetera Advisor Networks
El Segundo,
California
|
$27.7M
|
-$3.46M
|
-68,468
|
-11%
|
|
|
75
|
KB Financial Partners
Princeton,
New Jersey
|
$26.8M
|
+$3.56M
|
+70,433
|
+15%
|
|
