|
51
|
MA Private Wealth
San Carlos,
California
|
$26.8M
|
+$768K
|
+16,707
|
+3%
|
|
|
52
|
Parkside Advisors
Berkeley,
California
|
$25.3M
|
+$1.39M
|
+30,207
|
+6%
|
|
|
53
|
MML Investors Services
Springfield,
Massachusetts
|
$24.6M
|
-$682K
|
-14,823
|
-3%
|
|
|
54
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$24.6M
|
+$6.2M
|
+134,915
|
+33%
|
|
|
55
|
Power Wealth Management
Alpharetta,
Georgia
|
$24.4M
|
+$1.54M
|
+33,528
|
+7%
|
|
|
56
|
Intelligence Driven Advisers
Carlsbad,
California
|
$24.1M
|
-$4.31M
|
-93,796
|
-15%
|
|
|
57
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$24M
|
+$1.31M
|
+28,478
|
+6%
|
|
|
58
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$24M
|
+$1.31M
|
+28,478
|
+6%
|
|
|
59
|
Evergreen Capital Management
Bellevue,
Washington
|
$23.9M
|
-$1.22M
|
-26,498
|
-5%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$23.5M
|
+$992K
|
+21,579
|
+4%
|
|
|
61
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$22.6M
|
+$5.83M
|
+126,828
|
+34%
|
|
|
62
|
Manning & Napier Advisors
Fairport,
New York
|
$22.1M
|
-$99.5K
|
-2,164
|
-0.4%
|
|
|
63
|
D.J. St. Germain
Springfield,
Massachusetts
|
$21.8M
|
+$1.19M
|
+25,902
|
+6%
|
|
|
64
|
Morningstar Investment Services
Chicago,
Illinois
|
$21.8M
|
-$144M
|
-3,137,164
|
-87%
|
|
|
65
|
Atria Wealth Solutions
New York
|
$21.5M
|
+$1.33M
|
+28,902
|
+6%
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$21.3M
|
-$34.2K
|
-744
|
-0.2%
|
|
|
67
|
Zurich Insurance Group
Zurich,
Switzerland
|
$21.2M
|
–
|
–
|
–
|
|
|
68
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$20.1M
|
+$868K
|
+18,867
|
+4%
|
|
|
69
|
Allworth Financial
Folsom,
California
|
$19.2M
|
-$1.06M
|
-23,048
|
-5%
|
|
|
70
|
1607 Capital Partners
Richmond,
Virginia
|
$18.8M
|
+$8.53M
|
+185,525
|
+81%
|
|
|
71
|
Merit Financial Group
Alpharetta,
Georgia
|
$17M
|
+$2.14M
|
+46,513
|
+14%
|
|
|
72
|
Capital Insight Partners
Scottsdale,
Arizona
|
$16.4M
|
+$1.07M
|
+23,353
|
+7%
|
|
|
73
|
Quantum Financial Advisors
El Segundo,
California
|
$15.7M
|
+$810K
|
+17,625
|
+5%
|
|
|
74
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
+$948K
|
+20,623
|
+6%
|
|
|
75
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$15.6M
|
+$844K
|
+18,358
|
+6%
|
|
