|
26
|
Davenport & Co
Richmond,
Virginia
|
$46.1M
|
+$10.8M
|
+213,754
|
+30%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$43.2M
|
+$43.3M
|
+859,962
|
New
|
|
|
28
|
Bank of New York Mellon
New York
|
$43.2M
|
+$2.46M
|
+48,965
|
+6%
|
|
|
29
|
Merit Financial Group
Alpharetta,
Georgia
|
$41.7M
|
+$1.11M
|
+22,045
|
+3%
|
|
|
30
|
Mason & Associates (California)
Los Angeles,
California
|
$40.2M
|
+$5.28M
|
+104,981
|
+15%
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$39.1M
|
+$20.8M
|
+413,330
|
+114%
|
|
|
32
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$37.6M
|
+$9.39M
|
+186,695
|
+33%
|
|
|
33
|
Win Advisors
Palm Beach Gardens,
Florida
|
$37M
|
+$37M
|
+734,553
|
+122,426%
|
|
|
34
|
Kestra Advisory Services
Austin,
Texas
|
$34.7M
|
+$13.4M
|
+266,827
|
+63%
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$34.5M
|
+$724K
|
+14,392
|
+2%
|
|
|
36
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$34.1M
|
+$257K
|
+5,104
|
+0.8%
|
|
|
37
|
Jackson Wealth Management
Lake Mary,
Florida
|
$33.9M
|
+$22M
|
+436,832
|
+183%
|
|
|
38
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$33.9M
|
+$23.9M
|
+475,346
|
+239%
|
|
|
39
|
Stifel Financial
St. Louis,
Missouri
|
$33.3M
|
+$2.24M
|
+44,481
|
+7%
|
|
|
40
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$32.3M
|
+$13.2M
|
+261,564
|
+69%
|
|
|
41
|
Global Retirement Partners
San Rafael,
California
|
$31.8M
|
+$324K
|
+6,441
|
+1%
|
|
|
42
|
Retireful LLC
Haslett,
Michigan
|
$31.4M
|
+$31.4M
|
+624,650
|
New
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$31.3M
|
-$4.8M
|
-95,391
|
-13%
|
|
|
44
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$30.9M
|
-$1.13M
|
-22,494
|
-4%
|
|
|
45
|
Stephens Inc
Little Rock,
Arkansas
|
$29.4M
|
+$10.7M
|
+212,233
|
+57%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$28M
|
+$7.36M
|
+146,325
|
+36%
|
|
|
47
|
|
$26.2M
|
-$18.9M
|
-376,531
|
-42%
|
|
|
48
|
Capital Planning Advisors
Roseville,
California
|
$26.2M
|
+$11.8M
|
+235,364
|
+83%
|
|
|
49
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$24M
|
+$24M
|
+476,659
|
New
|
|
|
50
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$23.9M
|
-$1.4M
|
-27,901
|
-6%
|
|
