|
51
|
Quest Capital Management
Dallas,
Texas
|
$47.5M
|
-$1.28M
|
-16,820
|
-3%
|
|
|
52
|
KeyBank National Association
Cleveland,
Ohio
|
$45.5M
|
-$5.98M
|
-78,559
|
-11%
|
|
|
53
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$45.5M
|
-$3.44M
|
-45,168
|
-7%
|
|
|
54
|
Sanford Advisory Services
Portage,
Michigan
|
$45.3M
|
-$12.1M
|
-158,688
|
-20%
|
|
|
55
|
Franklin Resources
San Mateo,
California
|
$44.8M
|
+$21.9M
|
+287,540
|
+89%
|
|
|
56
|
Halpern Financial
Ashburn,
Virginia
|
$43.7M
|
+$1.28M
|
+16,740
|
+3%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$43.5M
|
-$7.63M
|
-100,200
|
-14%
|
|
|
58
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$43.3M
|
+$2.45M
|
+32,198
|
+6%
|
|
|
59
|
M&T Bank
Buffalo,
New York
|
$42.2M
|
-$5.93M
|
-77,818
|
-12%
|
|
|
60
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$40.2M
|
+$41.7M
|
+547,292
|
New
|
|
|
61
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$40.2M
|
+$128K
|
+1,683
|
+0.3%
|
|
|
62
|
Geneos Wealth Management
Englewood,
Colorado
|
$38.8M
|
+$568K
|
+7,458
|
+1%
|
|
|
63
|
Trilogy Capital
Irvine,
California
|
$37.5M
|
-$1.33M
|
-17,520
|
-3%
|
|
|
64
|
United Capital Financial Advisors
Irving,
Texas
|
$37.5M
|
-$3.3M
|
-43,300
|
-8%
|
|
|
65
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$37.3M
|
-$3.39M
|
-44,534
|
-8%
|
|
|
66
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$36.3M
|
+$22.5M
|
+295,467
|
+149%
|
|
|
67
|
Klingman & Associates
New York
|
$35.5M
|
+$1.11M
|
+14,635
|
+3%
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$34.8M
|
-$1.41M
|
-18,477
|
-4%
|
|
|
69
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$34.6M
|
-$2.92M
|
-38,276
|
-8%
|
|
|
70
|
HighTower Advisors
Chicago,
Illinois
|
$33.2M
|
-$2.62M
|
-34,456
|
-7%
|
|
|
71
|
Cetera Advisor Networks
El Segundo,
California
|
$32M
|
-$2.69M
|
-35,346
|
-7%
|
|
|
72
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$31.9M
|
+$31.7K
|
+416
|
+0.1%
|
|
|
73
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$31.7M
|
+$75K
|
+985
|
+0.2%
|
|
|
74
|
Nottingham Advisors
Amherst,
New York
|
$31.4M
|
+$3.93M
|
+51,586
|
+14%
|
|
|
75
|
Insight Wealth Strategies
San Ramon,
California
|
$30.7M
|
-$268K
|
-3,520
|
-0.8%
|
|
