|
26
|
Charles Schwab
San Francisco,
California
|
$44.1M
|
+$386K
|
+3,787
|
+0.9%
|
|
|
27
|
Howland Capital Management
Boston,
Massachusetts
|
$41M
|
+$1.16M
|
+11,409
|
+3%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$40.5M
|
+$20.5M
|
+201,316
|
+103%
|
|
|
29
|
United Capital Financial Advisors
Irving,
Texas
|
$39.8M
|
-$3.97M
|
-38,907
|
-9%
|
|
|
30
|
Reilly Financial Advisors
La Mesa,
California
|
$39.2M
|
+$1.26M
|
+12,398
|
+3%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$39.1M
|
+$16.8M
|
+165,047
|
+76%
|
|
|
32
|
TD Capital Management
Memphis,
Tennessee
|
$38.3M
|
-$2.67M
|
-26,178
|
-7%
|
|
|
33
|
Soltis Investment Advisors
St. George,
Utah
|
$37.2M
|
-$2.3M
|
-22,551
|
-6%
|
|
|
34
|
Evergreen Capital Management
Bellevue,
Washington
|
$36.7M
|
-$2.01M
|
-19,722
|
-5%
|
|
|
35
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$36.3M
|
-$2.05M
|
-20,141
|
-5%
|
|
|
36
|
BTR Capital Management
Oakland,
California
|
$35.4M
|
+$35.4M
|
+346,758
|
New
|
|
|
37
|
Montag & Associates
Atlanta,
Georgia
|
$35M
|
+$8.02M
|
+78,658
|
+30%
|
|
|
38
|
Kings Point Capital Management
Great Neck,
New York
|
$32.9M
|
-$7.22M
|
-70,836
|
-18%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.6M
|
-$9.54M
|
-93,513
|
-23%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.5M
|
-$8.56M
|
-83,954
|
-21%
|
|
|
41
|
Brookstone Capital Management
Wheaton,
Illinois
|
$30.6M
|
+$5.79M
|
+56,818
|
+23%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.6M
|
+$56.7K
|
+556
|
+0.2%
|
|
|
43
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.5M
|
-$1.88M
|
-18,417
|
-6%
|
|
|
44
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$28.5M
|
+$1.82M
|
+17,853
|
+7%
|
|
|
45
|
Northeast Financial Consultants
Westport,
Connecticut
|
$28.4M
|
-$3.73M
|
-36,582
|
-12%
|
|
|
46
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$26.6M
|
-$3.89M
|
-38,150
|
-13%
|
|
|
47
|
Whittier Trust
South Pasadena,
California
|
$26.6M
|
-$1.04M
|
-10,200
|
-4%
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$26.5M
|
+$2.15M
|
+21,086
|
+9%
|
|
|
49
|
|
$26.3M
|
-$1.8M
|
-17,634
|
-6%
|
|
|
50
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$26.1M
|
-$2.26M
|
-22,157
|
-8%
|
|
