|
26
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$73.2M
|
+$75.6M
|
+1,103,996
|
New
|
|
|
27
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$71.8M
|
-$2.49M
|
-36,377
|
-3%
|
|
|
28
|
Trilogy Capital
Irvine,
California
|
$65.9M
|
-$2.67M
|
-38,905
|
-4%
|
|
|
29
|
Evensky & Katz
Coral Gables,
Florida
|
$52M
|
-$929K
|
-13,560
|
-2%
|
|
|
30
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$50.2M
|
-$1.51M
|
-22,101
|
-3%
|
|
|
31
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$46.8M
|
+$20.7M
|
+301,573
|
+75%
|
|
|
32
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$44.5M
|
+$988K
|
+14,427
|
+2%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$41.3M
|
+$5.16M
|
+75,354
|
+14%
|
|
|
34
|
Davidson Capital Management
Corpus Christi,
Texas
|
$40.2M
|
-$15.7M
|
-229,267
|
-27%
|
|
|
35
|
Family Investment Center
Saint Joseph,
Missouri
|
$39.9M
|
+$5.4M
|
+78,770
|
+15%
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$37M
|
+$2.7M
|
+39,485
|
+8%
|
|
|
37
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$36.2M
|
-$1.09M
|
-15,863
|
-3%
|
|
|
38
|
Capital Planning Advisors
Roseville,
California
|
$35.4M
|
+$450K
|
+6,570
|
+1%
|
|
|
39
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$34M
|
+$687K
|
+10,027
|
+2%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$32.1M
|
-$984K
|
-14,368
|
-3%
|
|
|
41
|
SouthState Corp
Winter Haven,
Florida
|
$31.1M
|
+$32.1M
|
+468,571
|
New
|
|
|
42
|
Atria Wealth Solutions
New York
|
$29.6M
|
+$1.04M
|
+15,227
|
+4%
|
|
|
43
|
Union Savings Bank
Litchfield,
Connecticut
|
$29M
|
+$3.36M
|
+49,044
|
+13%
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$29M
|
+$4.9M
|
+71,520
|
+20%
|
|
|
45
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$27.6M
|
+$2.87M
|
+41,840
|
+11%
|
|
|
46
|
Sterling Group Wealth Management
Pasadena,
California
|
$26.4M
|
+$193K
|
+2,818
|
+0.7%
|
|
|
47
|
Avantax Advisory Services
Dallas,
Texas
|
$25.9M
|
-$5.5M
|
-80,242
|
-17%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25M
|
+$1.21M
|
+17,732
|
+5%
|
|
|
49
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$24.8M
|
-$5M
|
-72,940
|
-16%
|
|
|
50
|
Ballast Inc
Lexington,
Kentucky
|
$23.5M
|
+$47.1K
|
+688
|
+0.2%
|
|
