|
26
|
LPL Financial
San Diego,
California
|
$97.1M
|
+$11.9M
|
+667,986
|
+14%
|
|
|
27
|
Apriem Advisors
Irvine,
California
|
$89M
|
+$15.4M
|
+861,348
|
+20%
|
|
|
28
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$88.1M
|
+$1.48M
|
+82,986
|
+2%
|
|
|
29
|
WealthSource Partners
San Luis Obispo,
California
|
$87.2M
|
-$5.21M
|
-291,978
|
-5%
|
|
|
30
|
United Capital Financial Advisors
Irving,
Texas
|
$86.3M
|
-$1.47M
|
-82,410
|
-2%
|
|
|
31
|
First Mercantile Trust
Cordova,
Tennessee
|
$85M
|
-$16.8M
|
-939,306
|
-16%
|
|
|
32
|
JMG Financial Group
Downers Grove,
Illinois
|
$79.5M
|
-$111K
|
-6,246
|
-0.1%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$71.3M
|
+$3.23M
|
+181,272
|
+5%
|
|
|
34
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$70.8M
|
+$1.15M
|
+64,686
|
+2%
|
|
|
35
|
Bangor Savings Bank
Bangor,
Maine
|
$67M
|
+$3.96M
|
+221,802
|
+6%
|
|
|
36
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$65.2M
|
+$944K
|
+52,932
|
+1%
|
|
|
37
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$65.1M
|
+$14.5M
|
+813,264
|
+28%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$58.9M
|
-$2.38M
|
-133,386
|
-4%
|
|
|
39
|
Marcum Wealth
Cleveland,
Ohio
|
$57.5M
|
+$4.55M
|
+255,264
|
+8%
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$56.6M
|
+$4.31M
|
+241,440
|
+8%
|
|
|
41
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$55.2M
|
-$940K
|
-52,686
|
-2%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$55.1M
|
+$1.5M
|
+83,910
|
+3%
|
|
|
43
|
Wealthspire Advisors (New York)
New York
|
$52.6M
|
+$16.4M
|
+922,380
|
+44%
|
|
|
44
|
Cresset Asset Management
Chicago,
Illinois
|
$51.5M
|
-$2.57M
|
-144,108
|
-5%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$48.9M
|
-$1.34M
|
-75,288
|
-3%
|
|
|
46
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$48.9M
|
+$141K
|
+7,884
|
+0.3%
|
|
|
47
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$43.7M
|
-$393K
|
-22,044
|
-0.9%
|
|
|
48
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$43.7M
|
-$393K
|
-22,044
|
-0.9%
|
|
|
49
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$43.7M
|
+$1.76M
|
+98,754
|
+4%
|
|
|
50
|
Parsec Financial Management
Asheville,
North Carolina
|
$43.3M
|
-$3.4M
|
-190,584
|
-8%
|
|
