|
26
|
BTR Capital Management
Oakland,
California
|
$44.1M
|
+$8.76M
|
+85,936
|
+25%
|
|
|
27
|
JFG Wealth Management
Denver,
Colorado
|
$43M
|
-$13.3M
|
-130,640
|
-24%
|
|
|
28
|
Kings Point Capital Management
Great Neck,
New York
|
$42.6M
|
+$9.72M
|
+95,276
|
+30%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$41M
|
+$8.51M
|
+83,486
|
+26%
|
|
|
30
|
Reilly Financial Advisors
La Mesa,
California
|
$39.6M
|
+$357K
|
+3,501
|
+0.9%
|
|
|
31
|
TD Capital Management
Memphis,
Tennessee
|
$38.9M
|
+$652K
|
+6,396
|
+2%
|
|
|
32
|
Evergreen Capital Management
Bellevue,
Washington
|
$36.1M
|
-$524K
|
-5,142
|
-1%
|
|
|
33
|
United Capital Financial Advisors
Irving,
Texas
|
$35.9M
|
-$3.96M
|
-38,790
|
-10%
|
|
|
34
|
Howland Capital Management
Boston,
Massachusetts
|
$35.6M
|
-$5.32M
|
-52,186
|
-13%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$35.1M
|
-$3.92M
|
-38,457
|
-10%
|
|
|
36
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$34.9M
|
-$1.35M
|
-13,285
|
-4%
|
|
|
37
|
Whittier Trust
South Pasadena,
California
|
$33.9M
|
+$7.32M
|
+71,806
|
+28%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$33.8M
|
-$6.73M
|
-66,000
|
-17%
|
|
|
39
|
Mariner
Overland Park,
Kansas
|
$33.2M
|
+$6.72M
|
+65,906
|
+25%
|
|
|
40
|
Brookstone Capital Management
Wheaton,
Illinois
|
$33M
|
+$2.49M
|
+24,419
|
+8%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.5M
|
-$1.04M
|
-10,245
|
-3%
|
|
|
42
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$31.1M
|
+$2.55M
|
+24,969
|
+9%
|
|
|
43
|
Northeast Financial Consultants
Westport,
Connecticut
|
$27.5M
|
-$909K
|
-8,914
|
-3%
|
|
|
44
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$27.4M
|
+$794K
|
+7,783
|
+3%
|
|
|
45
|
|
$26.4M
|
+$99.2K
|
+973
|
+0.4%
|
|
|
46
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$25.8M
|
+$1.62M
|
+15,928
|
+7%
|
|
|
47
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$25M
|
–
|
–
|
–
|
|
|
48
|
CNO Financial Group
Carmel,
Indiana
|
$25M
|
–
|
–
|
–
|
|
|
49
|
Evermay Wealth Management
Arlington,
Virginia
|
$24.4M
|
+$1.51M
|
+14,839
|
+7%
|
|
|
50
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.5M
|
-$6.06M
|
-59,406
|
-20%
|
|
