|
26
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$71M
|
+$2.44M
|
+48,496
|
+4%
|
|
|
27
|
Wealthspire Advisors (New York)
New York
|
$70.7M
|
+$19.3M
|
+383,349
|
+38%
|
|
|
28
|
Mission Wealth Management
Santa Barbara,
California
|
$68.8M
|
+$12.1M
|
+241,205
|
+21%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$65.3M
|
+$18.5M
|
+366,619
|
+39%
|
|
|
30
|
Davenport & Co
Richmond,
Virginia
|
$55.1M
|
+$1.55M
|
+30,776
|
+3%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$52.8M
|
-$231K
|
-4,583
|
-0.4%
|
|
|
32
|
Mercer Global Advisors
Denver,
Colorado
|
$50M
|
+$45.6M
|
+905,735
|
+1,023%
|
|
|
33
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$49.6M
|
+$5.91M
|
+117,420
|
+14%
|
|
|
34
|
William Blair & Company
Chicago,
Illinois
|
$49.4M
|
-$503K
|
-9,983
|
-1%
|
|
|
35
|
Lunt Capital Management
Holladay,
Utah
|
$48.8M
|
+$16M
|
+317,523
|
+49%
|
|
|
36
|
Capital Planning Advisors
Roseville,
California
|
$47M
|
-$23.9M
|
-474,765
|
-34%
|
|
|
37
|
SPC Financial Inc
Rockville,
Maryland
|
$46.5M
|
+$11.2M
|
+222,526
|
+32%
|
|
|
38
|
Kestra Private Wealth Services
Austin,
Texas
|
$45.6M
|
+$1.82M
|
+36,074
|
+4%
|
|
|
39
|
|
$44.4M
|
–
|
–
|
–
|
|
|
40
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$44M
|
-$4.39M
|
-87,169
|
-9%
|
|
|
41
|
Stephens Inc
Little Rock,
Arkansas
|
$43.9M
|
+$868K
|
+17,251
|
+2%
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.8M
|
+$10.6M
|
+210,929
|
+32%
|
|
|
43
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$43.3M
|
+$43.3M
|
+860,758
|
New
|
|
|
44
|
Holistic Planning
Nacogdoches,
Texas
|
$41.4M
|
-$4.03M
|
-80,079
|
-9%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$41.2M
|
-$1.56M
|
-30,959
|
-4%
|
|
|
46
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$39M
|
+$39M
|
+774,275
|
New
|
|
|
47
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$38.7M
|
+$371K
|
+7,361
|
+1%
|
|
|
48
|
Matrix Trust Company
Denver,
Colorado
|
$35.5M
|
+$35.5M
|
+706,162
|
New
|
|
|
49
|
Inspire Advisors
Meridian,
Idaho
|
$34.3M
|
-$5.54M
|
-110,112
|
-14%
|
|
|
50
|
Bank of New York Mellon
New York
|
$33.2M
|
+$3.45M
|
+68,442
|
+12%
|
|
