|
26
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$83.6M
|
+$81.8M
|
+5,224,092
|
New
|
|
|
27
|
WealthSource Partners
San Luis Obispo,
California
|
$82.5M
|
-$5.48M
|
-350,034
|
-6%
|
|
|
28
|
AssetMark Inc
Concord,
California
|
$79.5M
|
-$26.1M
|
-1,664,886
|
-25%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$78.4M
|
+$4.36M
|
+278,328
|
+6%
|
|
|
30
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$77.1M
|
+$2.97M
|
+189,432
|
+4%
|
|
|
31
|
United Capital Financial Advisors
Irving,
Texas
|
$76M
|
-$1.07M
|
-68,196
|
-1%
|
|
|
32
|
JMG Financial Group
Downers Grove,
Illinois
|
$72.5M
|
-$96.3K
|
-6,150
|
-0.1%
|
|
|
33
|
Sequoia Financial Advisors
Akron,
Ohio
|
$71.2M
|
-$5.36M
|
-342,204
|
-7%
|
|
|
34
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$69.6M
|
+$1.45M
|
+92,826
|
+2%
|
|
|
35
|
Apriem Advisors
Irvine,
California
|
$63.4M
|
-$3.48M
|
-222,060
|
-5%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$62.4M
|
+$4.09M
|
+261,000
|
+7%
|
|
|
37
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$59.4M
|
-$1.08M
|
-69,186
|
-2%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$58.1M
|
+$2.05M
|
+131,040
|
+4%
|
|
|
39
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$55.3M
|
-$915K
|
-58,434
|
-2%
|
|
|
40
|
Bangor Savings Bank
Bangor,
Maine
|
$55.2M
|
+$4.84M
|
+308,970
|
+10%
|
|
|
41
|
Cresset Asset Management
Chicago,
Illinois
|
$50.7M
|
-$489K
|
-31,206
|
-1%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$49M
|
+$1.52M
|
+97,230
|
+3%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$46.9M
|
+$7.89M
|
+503,934
|
+21%
|
|
|
44
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$44.9M
|
+$1.2M
|
+76,374
|
+3%
|
|
|
45
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$44.6M
|
+$1.2M
|
+76,296
|
+3%
|
|
|
46
|
Wealthspire Advisors (New York)
New York
|
$42.3M
|
-$4.65M
|
-297,120
|
-10%
|
|
|
47
|
Parsec Financial Management
Asheville,
North Carolina
|
$41.8M
|
-$2.67M
|
-170,742
|
-6%
|
|
|
48
|
Bank of America
Charlotte,
North Carolina
|
$41.7M
|
+$12M
|
+766,086
|
+42%
|
|
|
49
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$40.4M
|
+$564K
|
+36,030
|
+1%
|
|
|
50
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$40.4M
|
+$564K
|
+36,030
|
+1%
|
|
