|
26
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$45.2M
|
+$628K
|
+11,392
|
+1%
|
|
|
27
|
Altium Wealth Management
Purchase,
New York
|
$43.7M
|
+$2.88M
|
+52,257
|
+7%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$37M
|
+$5.18M
|
+94,062
|
+16%
|
|
|
29
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$34.3M
|
+$2.24M
|
+40,629
|
+7%
|
|
|
30
|
Morningstar Investment Services
Chicago,
Illinois
|
$34M
|
+$3.52M
|
+63,944
|
+12%
|
|
|
31
|
Avidian Wealth Enterprises
Houston,
Texas
|
$32.5M
|
-$1.05M
|
-19,102
|
-3%
|
|
|
32
|
Private Ocean
San Rafael,
California
|
$31.7M
|
+$2.36M
|
+42,833
|
+8%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30M
|
+$3.12M
|
+56,663
|
+12%
|
|
|
34
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$29M
|
+$5.29M
|
+96,096
|
+22%
|
|
|
35
|
Pinnacle Wealth Advisors
Nashville,
Tennessee
|
$29M
|
+$28.9M
|
+525,111
|
New
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$28.4M
|
-$1.73M
|
-31,384
|
-6%
|
|
|
37
|
Meeder Asset Management
Dublin,
Ohio
|
$25.2M
|
+$4.14M
|
+75,211
|
+20%
|
|
|
38
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$25M
|
+$558K
|
+10,121
|
+2%
|
|
|
39
|
Private Advisor Group
Morristown,
New Jersey
|
$23.9M
|
+$194K
|
+3,527
|
+0.8%
|
|
|
40
|
Strategic Financial Services
Utica,
New York
|
$23.2M
|
+$33.9K
|
+615
|
+0.1%
|
|
|
41
|
|
$23M
|
+$5.85M
|
+106,195
|
+34%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$20.7M
|
+$1.9M
|
+34,440
|
+10%
|
|
|
43
|
Veritable
Wilmington,
Delaware
|
$20.4M
|
+$2.7M
|
+49,055
|
+15%
|
|
|
44
|
First Ascent Asset Management
Denver,
Colorado
|
$20.2M
|
+$2.8M
|
+50,872
|
+16%
|
|
|
45
|
M&T Bank
Buffalo,
New York
|
$19.8M
|
-$4.86M
|
-88,246
|
-20%
|
|
|
46
|
Riversedge Advisors
Wilmington,
Delaware
|
$17.9M
|
+$3.26M
|
+59,136
|
+22%
|
|
|
47
|
Washington Trust
Westerly,
Rhode Island
|
$17.3M
|
+$33.1K
|
+600
|
+0.2%
|
|
|
48
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$16.6M
|
+$16.5M
|
+300,000
|
New
|
|
|
49
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$16.4M
|
+$2.73M
|
+49,613
|
+20%
|
|
|
50
|
Mather Group
Chicago,
Illinois
|
$16.3M
|
+$1.94M
|
+35,233
|
+14%
|
|
