|
26
|
AssetMark Inc
Concord,
California
|
$81.3M
|
-$594K
|
-18,401
|
-0.7%
|
|
|
27
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$80.2M
|
-$470K
|
-14,566
|
-0.6%
|
|
|
28
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$72.3M
|
-$9.73M
|
-301,252
|
-11%
|
|
|
29
|
Private Advisor Group
Morristown,
New Jersey
|
$69.6M
|
-$4.43M
|
-137,236
|
-6%
|
|
|
30
|
Equitable Holdings
New York
|
$66.9M
|
-$15.8M
|
-490,321
|
-19%
|
|
|
31
|
Charles Schwab
San Francisco,
California
|
$66.5M
|
+$69.3M
|
+2,145,911
|
New
|
|
|
32
|
Savant Capital
Rockford,
Illinois
|
$62.8M
|
-$928K
|
-28,746
|
-1%
|
|
|
33
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$61.5M
|
+$504K
|
+15,616
|
+0.8%
|
|
|
34
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$60.8M
|
-$4.16M
|
-128,867
|
-6%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$59.8M
|
+$5.31M
|
+164,344
|
+9%
|
|
|
36
|
KWB Wealth
Redlands,
California
|
$55.2M
|
-$551K
|
-17,053
|
-1%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$52M
|
+$2.65M
|
+82,039
|
+5%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$51.1M
|
+$49.5M
|
+1,533,948
|
New
|
|
|
39
|
First Ascent Asset Management
Denver,
Colorado
|
$49.2M
|
+$6.13M
|
+189,847
|
+14%
|
|
|
40
|
Park Avenue Securities
New York
|
$48.7M
|
-$205K
|
-6,344
|
-0.4%
|
|
|
41
|
Peterson Wealth Advisors
Orem,
Utah
|
$44.8M
|
+$1.68M
|
+52,170
|
+4%
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$44.2M
|
+$2.16M
|
+66,797
|
+5%
|
|
|
43
|
Confluence Investment Management
St. Louis,
Missouri
|
$42.8M
|
-$2.98M
|
-92,216
|
-6%
|
|
|
44
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$42M
|
+$43.8M
|
+1,354,744
|
New
|
|
|
45
|
Axxcess Wealth Management
Carlsbad,
California
|
$40.8M
|
+$38.3M
|
+1,185,837
|
+919%
|
|
|
46
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$38.7M
|
+$3.53M
|
+109,449
|
+10%
|
|
|
47
|
Waller Financial Planning Group
Columbus,
Ohio
|
$37.7M
|
-$140K
|
-4,325
|
-0.4%
|
|
|
48
|
|
$37.4M
|
+$1.86M
|
+57,460
|
+5%
|
|
|
49
|
Rockefeller Capital Management
New York
|
$37.1M
|
+$1.96M
|
+60,660
|
+5%
|
|
|
50
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$36.7M
|
-$1.35M
|
-41,726
|
-3%
|
|
