|
26
|
Apriem Advisors
Irvine,
California
|
$97.9M
|
+$467K
|
+25,260
|
+0.5%
|
|
|
27
|
WealthSource Partners
San Luis Obispo,
California
|
$95.9M
|
+$430K
|
+23,250
|
+0.5%
|
|
|
28
|
United Capital Financial Advisors
Irving,
Texas
|
$91.6M
|
-$2.7M
|
-145,944
|
-3%
|
|
|
29
|
American Trust
Lexington,
Kentucky
|
$88.2M
|
+$85.9M
|
+4,649,442
|
New
|
|
|
30
|
JMG Financial Group
Downers Grove,
Illinois
|
$86.2M
|
-$785K
|
-42,492
|
-0.9%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$79.5M
|
+$1.52M
|
+82,164
|
+2%
|
|
|
32
|
Sequoia Financial Advisors
Akron,
Ohio
|
$78.7M
|
+$46.5M
|
+2,515,608
|
+154%
|
|
|
33
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$78.4M
|
-$16.6M
|
-896,142
|
-18%
|
|
|
34
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$78.2M
|
+$6.78M
|
+366,966
|
+10%
|
|
|
35
|
Bangor Savings Bank
Bangor,
Maine
|
$75.9M
|
+$2.5M
|
+135,060
|
+3%
|
|
|
36
|
Marcum Wealth
Cleveland,
Ohio
|
$73.7M
|
+$10.4M
|
+565,614
|
+17%
|
|
|
37
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$72.1M
|
+$735K
|
+39,804
|
+1%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$65.9M
|
+$3.91M
|
+211,842
|
+6%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$65.8M
|
+$1.28M
|
+69,522
|
+2%
|
|
|
40
|
Piershale Financial Group
Barrington,
Illinois
|
$64.8M
|
+$32.7M
|
+1,769,514
|
+107%
|
|
|
41
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$58.1M
|
-$1.59M
|
-86,190
|
-3%
|
|
|
42
|
Cresset Asset Management
Chicago,
Illinois
|
$57M
|
+$651K
|
+35,232
|
+1%
|
|
|
43
|
Savant Capital
Rockford,
Illinois
|
$54.4M
|
+$51.9M
|
+2,810,436
|
+5,031%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$52.1M
|
-$1.41M
|
-76,338
|
-3%
|
|
|
45
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$49.6M
|
+$1.76M
|
+95,418
|
+4%
|
|
|
46
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$47.9M
|
+$128K
|
+6,954
|
+0.3%
|
|
|
47
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$47.9M
|
+$128K
|
+6,954
|
+0.3%
|
|
|
48
|
Curi Wealth Management
Raleigh,
North Carolina
|
$47.4M
|
+$3.71M
|
+200,616
|
+9%
|
|
|
49
|
|
$46.7M
|
+$1.66M
|
+89,994
|
+4%
|
|
|
50
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$46.2M
|
+$35.4K
|
+1,914
|
+0.1%
|
|
