|
26
|
MML Investors Services
Springfield,
Massachusetts
|
$67.8M
|
-$18.5M
|
-248,941
|
-22%
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$65M
|
+$3.12M
|
+41,990
|
+5%
|
|
|
28
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$58.1M
|
+$57.5M
|
+774,337
|
New
|
|
|
29
|
Evensky & Katz
Coral Gables,
Florida
|
$58M
|
+$187K
|
+2,518
|
+0.3%
|
|
|
30
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$55.6M
|
+$1.69M
|
+22,753
|
+3%
|
|
|
31
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$55M
|
-$467K
|
-6,290
|
-0.9%
|
|
|
32
|
Perennial Investment Advisors
Los Angeles,
California
|
$53M
|
-$300K
|
-4,043
|
-0.6%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$49.4M
|
+$39.8M
|
+535,929
|
+440%
|
|
|
34
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$48.1M
|
+$1.45M
|
+19,536
|
+3%
|
|
|
35
|
Demars Financial Group
Spokane Valley,
Washington
|
$48M
|
+$2.1M
|
+28,275
|
+5%
|
|
|
36
|
Davidson Capital Management
Corpus Christi,
Texas
|
$47.6M
|
+$402K
|
+5,411
|
+0.9%
|
|
|
37
|
Family Investment Center
Saint Joseph,
Missouri
|
$46.8M
|
+$99.7K
|
+1,342
|
+0.2%
|
|
|
38
|
Two Sigma Investments
New York
|
$44M
|
+$13.3M
|
+178,600
|
+44%
|
|
|
39
|
Sequoia Financial Advisors
Akron,
Ohio
|
$42.2M
|
+$39.9M
|
+537,812
|
+2,247%
|
|
|
40
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$41.7M
|
+$542K
|
+7,296
|
+1%
|
|
|
41
|
|
$40.3M
|
+$8.73M
|
+117,604
|
+28%
|
|
|
42
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$39.5M
|
-$163K
|
-2,194
|
-0.4%
|
|
|
43
|
Union Savings Bank
Litchfield,
Connecticut
|
$36.2M
|
+$35.8M
|
+482,047
|
New
|
|
|
44
|
Capital Planning Advisors
Roseville,
California
|
$34M
|
-$1.72M
|
-23,128
|
-5%
|
|
|
45
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$33.7M
|
+$5.67M
|
+76,373
|
+20%
|
|
|
46
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$33.4M
|
+$33.1M
|
+445,438
|
New
|
|
|
47
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$32.9M
|
-$6.64M
|
-89,464
|
-17%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$31M
|
-$124K
|
-1,666
|
-0.4%
|
|
|
49
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$30.2M
|
-$1.72M
|
-23,181
|
-5%
|
|
|
50
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$29.7M
|
-$1.83M
|
-24,587
|
-6%
|
|
