|
26
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$47.4M
|
+$6.72M
|
+269,533
|
+16%
|
|
|
27
|
Trilogy Capital
Irvine,
California
|
$45.9M
|
+$519K
|
+20,844
|
+1%
|
|
|
28
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$41.2M
|
+$5.5M
|
+220,787
|
+15%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$39.7M
|
+$776K
|
+31,150
|
+2%
|
|
|
30
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$38.5M
|
+$1.34M
|
+53,647
|
+4%
|
|
|
31
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$36.6M
|
+$1.02M
|
+41,135
|
+3%
|
|
|
32
|
|
$35.9M
|
+$36.7M
|
+1,473,990
|
New
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$30.6M
|
+$6M
|
+240,716
|
+24%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$29.6M
|
+$383K
|
+15,382
|
+1%
|
|
|
35
|
SigFig Wealth Management
San Francisco,
California
|
$29.4M
|
-$1.99M
|
-79,922
|
-6%
|
|
|
36
|
Money Design
Tokyo,
Japan
|
$29.2M
|
-$65.6K
|
-2,632
|
-0.2%
|
|
|
37
|
Equitable Holdings
New York
|
$26.1M
|
-$300K
|
-12,060
|
-1%
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$25.9M
|
-$3.25M
|
-130,542
|
-11%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$25.5M
|
+$322K
|
+12,938
|
+1%
|
|
|
40
|
Reston Wealth Management
Reston,
Virginia
|
$24.4M
|
+$607K
|
+24,358
|
+2%
|
|
|
41
|
Bristlecone Advisors
Bellevue,
Washington
|
$23.2M
|
-$2.22M
|
-89,189
|
-9%
|
|
|
42
|
Waller Financial Planning Group
Columbus,
Ohio
|
$22.8M
|
+$246K
|
+9,865
|
+1%
|
|
|
43
|
Park Avenue Securities
New York
|
$22.5M
|
+$4.5M
|
+180,544
|
+24%
|
|
|
44
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22.3M
|
+$604K
|
+24,249
|
+3%
|
|
|
45
|
Lodestar Private Asset Management
Alamo,
California
|
$21.6M
|
+$1.61M
|
+64,423
|
+8%
|
|
|
46
|
AE Wealth Management
Topeka,
Kansas
|
$20.2M
|
-$2.57M
|
-103,334
|
-11%
|
|
|
47
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20M
|
+$240K
|
+9,614
|
+1%
|
|
|
48
|
Arrien Investments
Boise,
Idaho
|
$19.7M
|
+$39K
|
+1,566
|
+0.2%
|
|
|
49
|
Bank of New York Mellon
New York
|
$19.1M
|
+$19.5M
|
+784,000
|
New
|
|
|
50
|
|
$18.9M
|
+$1.01M
|
+40,469
|
+6%
|
|
