|
26
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$86.2M
|
+$6.47M
|
+203,909
|
+9%
|
|
|
27
|
AssetMark Inc
Concord,
California
|
$84.6M
|
-$4.3M
|
-135,433
|
-5%
|
|
|
28
|
|
$81.6M
|
-$127M
|
-4,009,589
|
-63%
|
|
|
29
|
Private Advisor Group
Morristown,
New Jersey
|
$81.4M
|
+$4.7M
|
+148,157
|
+7%
|
|
|
30
|
Equitable Holdings
New York
|
$76.5M
|
+$2.91M
|
+91,810
|
+4%
|
|
|
31
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$76.3M
|
+$71.2M
|
+2,244,252
|
New
|
|
|
32
|
Savant Capital
Rockford,
Illinois
|
$69.3M
|
+$384K
|
+12,101
|
+0.6%
|
|
|
33
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$68.5M
|
+$1.04M
|
+32,707
|
+2%
|
|
|
34
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$65.3M
|
-$1.28M
|
-40,196
|
-2%
|
|
|
35
|
Charles Schwab
San Francisco,
California
|
$62.3M
|
-$10M
|
-315,533
|
-15%
|
|
|
36
|
First Ascent Asset Management
Denver,
Colorado
|
$60.7M
|
+$6.33M
|
+199,266
|
+13%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$55.8M
|
+$6.89M
|
+217,125
|
+15%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$55.8M
|
-$1.15M
|
-36,290
|
-2%
|
|
|
39
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$55.1M
|
+$34M
|
+1,072,169
|
+196%
|
|
|
40
|
Park Avenue Securities
New York
|
$54.4M
|
+$851K
|
+26,813
|
+2%
|
|
|
41
|
SEI Investments
Oaks,
Pennsylvania
|
$53.6M
|
+$50M
|
+1,576,508
|
New
|
|
|
42
|
Peterson Wealth Advisors
Orem,
Utah
|
$50.9M
|
+$1.65M
|
+51,930
|
+4%
|
|
|
43
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$50.1M
|
+$3.75M
|
+118,205
|
+9%
|
|
|
44
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$45.4M
|
+$11.8M
|
+370,483
|
+38%
|
|
|
45
|
KWB Wealth
Redlands,
California
|
$43.4M
|
-$13.3M
|
-419,261
|
-25%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$42.6M
|
+$1.77M
|
+55,882
|
+5%
|
|
|
47
|
Axxcess Wealth Management
Carlsbad,
California
|
$42.5M
|
-$2.05M
|
-64,538
|
-5%
|
|
|
48
|
Waller Financial Planning Group
Columbus,
Ohio
|
$42M
|
+$553K
|
+17,409
|
+1%
|
|
|
49
|
|
$40.8M
|
-$214K
|
-6,751
|
-0.6%
|
|
|
50
|
|
$40.7M
|
+$1.85M
|
+58,232
|
+5%
|
|
