|
26
|
Mariner
Overland Park,
Kansas
|
$68M
|
-$3.97M
|
-67,838
|
-5%
|
|
|
27
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$65M
|
-$171K
|
-2,919
|
-0.3%
|
|
|
28
|
Spinnaker Trust
Portland,
Maine
|
$57M
|
+$49.1M
|
+839,346
|
+569%
|
|
|
29
|
Defender Capital
Charlotte,
North Carolina
|
$55.6M
|
+$2.25M
|
+38,425
|
+4%
|
|
|
30
|
Spire Wealth Management
Mclean,
Virginia
|
$52.1M
|
+$36.6M
|
+624,347
|
+225%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$50.1M
|
-$9.76M
|
-166,781
|
-16%
|
|
|
32
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$45.7M
|
+$46.3M
|
+790,571
|
+372,911%
|
|
|
33
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$44.9M
|
+$27.5M
|
+468,928
|
+153%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$43.1M
|
+$7.23M
|
+123,469
|
+20%
|
|
|
35
|
Alta Advisers
London,
United Kingdom
|
$42.8M
|
-$1.11M
|
-18,906
|
-2%
|
|
|
36
|
BOK Financial Private Wealth
Denver,
Colorado
|
$42.4M
|
+$42.4M
|
+723,972
|
+7,064%
|
|
|
37
|
Empirical Wealth Management
Seattle,
Washington
|
$41.9M
|
-$1.87M
|
-31,976
|
-4%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$41.8M
|
-$51.9M
|
-886,034
|
-55%
|
|
|
39
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$41.3M
|
+$3.51M
|
+59,929
|
+9%
|
|
|
40
|
Chemistry Wealth Management
New York
|
$40.1M
|
+$3.55M
|
+60,579
|
+10%
|
|
|
41
|
Insight 2811 Inc
Chicago,
Illinois
|
$40.1M
|
-$1.14M
|
-19,427
|
-3%
|
|
|
42
|
Brown Advisory
Baltimore,
Maryland
|
$33.8M
|
+$34.2M
|
+584,919
|
New
|
|
|
43
|
Pure Financial Advisors
San Diego,
California
|
$33.1M
|
+$5.34M
|
+91,253
|
+19%
|
|
|
44
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$32.7M
|
+$2.46M
|
+41,998
|
+8%
|
|
|
45
|
Atria Investments
Charlotte,
North Carolina
|
$32M
|
-$11.7M
|
-199,131
|
-26%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.7M
|
-$1.1M
|
-18,717
|
-3%
|
|
|
47
|
Relative Value Partners Group
|
$30.5M
|
+$2.73M
|
+46,589
|
+10%
|
|
|
48
|
Winch Advisory Services
Appleton,
Wisconsin
|
$29.7M
|
-$2.8M
|
-47,883
|
-9%
|
|
|
49
|
Estate Counselors
Thiensville,
Wisconsin
|
$29.3M
|
+$5.63M
|
+96,200
|
+23%
|
|
|
50
|
Charles Schwab Trust
Henderson,
Nevada
|
$29.2M
|
-$2.14M
|
-36,605
|
-7%
|
|
