|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.5M
|
+$466K
|
+9,029
|
+2%
|
|
|
27
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$28.8M
|
-$528K
|
-10,227
|
-2%
|
|
|
28
|
William Blair & Company
Chicago,
Illinois
|
$28.6M
|
+$29.3K
|
+568
|
+0.1%
|
|
|
29
|
Global Retirement Partners
San Rafael,
California
|
$28.3M
|
+$3.53M
|
+68,425
|
+14%
|
|
|
30
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$27.9M
|
+$3.32M
|
+64,257
|
+13%
|
|
|
31
|
Hills Bank & Trust
North Liberty,
Iowa
|
$27.5M
|
+$1.68M
|
+32,508
|
+6%
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$24.3M
|
-$309K
|
-5,982
|
-1%
|
|
|
33
|
OneAscent Financial Services
Birmingham,
Alabama
|
$23.5M
|
-$4.42M
|
-85,666
|
-16%
|
|
|
34
|
1900 Wealth Management
San Antonio,
Texas
|
$23.2M
|
+$1.87M
|
+36,299
|
+9%
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.8M
|
-$304K
|
-5,900
|
-1%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$21.3M
|
-$3.14M
|
-60,828
|
-13%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$20.5M
|
-$54.9M
|
-1,064,909
|
-73%
|
|
|
38
|
Corient Private Wealth
Miami,
Florida
|
$18.6M
|
+$397K
|
+7,699
|
+2%
|
|
|
39
|
Financial Strategies Group
Okemos,
Michigan
|
$18.5M
|
-$48.7K
|
-943
|
-0.3%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$18.4M
|
-$1.53M
|
-29,737
|
-8%
|
|
|
41
|
Reston Wealth Management
Reston,
Virginia
|
$18.2M
|
+$111K
|
+2,152
|
+0.6%
|
|
|
42
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$18.1M
|
+$542K
|
+10,500
|
+3%
|
|
|
43
|
TLWM Financial
San Antonio,
Texas
|
$17.8M
|
+$19.3K
|
+375
|
+0.1%
|
|
|
44
|
North Star Asset Management
Neenah,
Wisconsin
|
$17.6M
|
+$2.48M
|
+47,980
|
+16%
|
|
|
45
|
First National Trust
Hermitage,
Pennsylvania
|
$17.6M
|
-$6.72M
|
-130,206
|
-27%
|
|
|
46
|
Equitable Holdings
New York
|
$16.9M
|
-$532K
|
-10,306
|
-3%
|
|
|
47
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$16.8M
|
+$2.25M
|
+43,638
|
+15%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$16.7M
|
+$130K
|
+2,521
|
+0.8%
|
|
|
49
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$16.5M
|
+$773K
|
+14,974
|
+5%
|
|
|
50
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$16.2M
|
-$1.7M
|
-33,011
|
-9%
|
|
