|
51
|
Truist Financial
Charlotte,
North Carolina
|
$37.4M
|
-$3.08M
|
-38,298
|
-7%
|
|
|
52
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$36.2M
|
+$3.65M
|
+45,377
|
+11%
|
|
|
53
|
Total Wealth Planning
Cincinnati,
Ohio
|
$35.1M
|
-$3.4M
|
-42,282
|
-9%
|
|
|
54
|
Mather Group
Chicago,
Illinois
|
$34.2M
|
+$1.42M
|
+17,637
|
+4%
|
|
|
55
|
|
$34M
|
+$7.06M
|
+87,734
|
+26%
|
|
|
56
|
Alpha Cubed Investments
Irvine,
California
|
$32.9M
|
+$1.9M
|
+23,681
|
+6%
|
|
|
57
|
Kays Financial Advisory
Atlanta,
Georgia
|
$32M
|
-$567K
|
-7,050
|
-2%
|
|
|
58
|
King Street Capital Management
New York
|
$31.6M
|
+$32.2M
|
+400,000
|
New
|
|
|
59
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$30.6M
|
+$405K
|
+5,035
|
+1%
|
|
|
60
|
PrairieView Partners
St. Paul,
Minnesota
|
$30.4M
|
+$872K
|
+10,841
|
+3%
|
|
|
61
|
Hancock Whitney
Gulfport,
Mississippi
|
$30.2M
|
-$966K
|
-12,008
|
-3%
|
|
|
62
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$29.4M
|
-$5.98M
|
-74,384
|
-17%
|
|
|
63
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29M
|
+$11.3M
|
+139,940
|
+61%
|
|
|
64
|
Investment Counsel
Petoskey,
Michigan
|
$28.1M
|
-$356K
|
-4,430
|
-1%
|
|
|
65
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$26.7M
|
-$97.9K
|
-1,218
|
-0.4%
|
|
|
66
|
Allianz Asset Management
Munich,
Germany
|
$26.4M
|
+$5.88M
|
+73,150
|
+28%
|
|
|
67
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$26M
|
-$1.01M
|
-12,548
|
-4%
|
|
|
68
|
|
$25.2M
|
-$603K
|
-7,498
|
-2%
|
|
|
69
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.1M
|
-$1.08M
|
-13,447
|
-4%
|
|
|
70
|
Arrow Financial
Glens Falls,
New York
|
$25M
|
-$1.03M
|
-12,763
|
-4%
|
|
|
71
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$24.1M
|
-$207K
|
-2,576
|
-0.8%
|
|
|
72
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.1M
|
+$130K
|
+1,617
|
+0.5%
|
|
|
73
|
AllSquare Wealth Management
Albany,
New York
|
$23.8M
|
-$382K
|
-4,753
|
-2%
|
|
|
74
|
Cetera Advisor Networks
El Segundo,
California
|
$23.3M
|
+$8.88M
|
+110,403
|
+60%
|
|
|
75
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$23.1M
|
-$3.18M
|
-39,573
|
-12%
|
|
