|
26
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$71.3M
|
+$3.83M
|
+56,531
|
+6%
|
|
|
27
|
Trilogy Capital
Irvine,
California
|
$69.2M
|
+$2.22M
|
+32,711
|
+3%
|
|
|
28
|
Davidson Capital Management
Corpus Christi,
Texas
|
$56M
|
+$939K
|
+13,856
|
+2%
|
|
|
29
|
Evensky & Katz
Coral Gables,
Florida
|
$53.4M
|
-$756K
|
-11,155
|
-1%
|
|
|
30
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$52.2M
|
-$131K
|
-1,931
|
-0.2%
|
|
|
31
|
Jones Financial Companies
Des Peres,
Missouri
|
$51.4M
|
+$20.7M
|
+305,990
|
+66%
|
|
|
32
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$43.9M
|
-$54.1M
|
-798,101
|
-55%
|
|
|
33
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$37.6M
|
+$2.55M
|
+37,611
|
+7%
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$36.7M
|
+$670K
|
+9,878
|
+2%
|
|
|
35
|
AssetMark Inc
Concord,
California
|
$35.7M
|
-$6.25M
|
-92,117
|
-15%
|
|
|
36
|
Capital Planning Advisors
Roseville,
California
|
$35.3M
|
+$2.3M
|
+33,869
|
+7%
|
|
|
37
|
Family Investment Center
Saint Joseph,
Missouri
|
$35M
|
+$1.1M
|
+16,177
|
+3%
|
|
|
38
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$34.7M
|
+$6.3M
|
+92,948
|
+22%
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$34.7M
|
+$5.63M
|
+82,987
|
+19%
|
|
|
40
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$33.7M
|
+$19.4M
|
+286,391
|
+133%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$33.4M
|
+$27.9M
|
+412,080
|
+477%
|
|
|
42
|
Avantax Advisory Services
Dallas,
Texas
|
$31.5M
|
+$10.3M
|
+152,016
|
+48%
|
|
|
43
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$31.4M
|
-$2.34M
|
-34,540
|
-7%
|
|
|
44
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$29.9M
|
+$61.3K
|
+904
|
+0.2%
|
|
|
45
|
Atria Wealth Solutions
New York
|
$28.9M
|
+$1.48M
|
+21,757
|
+5%
|
|
|
46
|
Two Sigma Investments
New York
|
$27.9M
|
+$2.9M
|
+42,800
|
+11%
|
|
|
47
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$27.1M
|
+$2.37M
|
+35,010
|
+9%
|
|
|
48
|
Sterling Group Wealth Management
Pasadena,
California
|
$26.5M
|
+$594K
|
+8,767
|
+2%
|
|
|
49
|
Union Savings Bank
Litchfield,
Connecticut
|
$26M
|
+$2.84M
|
+41,842
|
+12%
|
|
|
50
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$25.1M
|
-$79.1K
|
-1,166
|
-0.3%
|
|
