|
51
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$34.5M
|
-$27.7M
|
-554,738
|
-44%
|
|
|
52
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$34.2M
|
-$13.4M
|
-267,530
|
-27%
|
|
|
53
|
Passive Capital Management
Baltimore,
Maryland
|
$33.5M
|
+$687K
|
+13,736
|
+2%
|
|
|
54
|
Stifel Financial
St. Louis,
Missouri
|
$32.9M
|
+$961K
|
+19,223
|
+3%
|
|
|
55
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$32.8M
|
+$6.51M
|
+130,319
|
+24%
|
|
|
56
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$32.6M
|
-$1.34M
|
-26,851
|
-4%
|
|
|
57
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$29.7M
|
+$21.3M
|
+426,139
|
+222%
|
|
|
58
|
Private Ocean
San Rafael,
California
|
$29.6M
|
+$947K
|
+18,950
|
+3%
|
|
|
59
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$29.3M
|
-$1.56M
|
-31,205
|
-5%
|
|
|
60
|
Avidian Wealth Enterprises
Houston,
Texas
|
$29.1M
|
+$19.1M
|
+382,313
|
+172%
|
|
|
61
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$28.6M
|
+$1.44M
|
+28,785
|
+5%
|
|
|
62
|
|
$28.1M
|
+$12.8M
|
+255,502
|
+78%
|
|
|
63
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$25.9M
|
+$3.69M
|
+73,838
|
+16%
|
|
|
64
|
Wealthspire Advisors (New York)
New York
|
$25.9M
|
-$4.18M
|
-83,539
|
-13%
|
|
|
65
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$24.6M
|
-$951K
|
-19,027
|
-4%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$23.8M
|
-$566K
|
-11,327
|
-2%
|
|
|
67
|
Bank of New York Mellon
New York
|
$23M
|
-$2.51M
|
-50,247
|
-10%
|
|
|
68
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$23M
|
+$3.05M
|
+60,929
|
+15%
|
|
|
69
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$22.9M
|
+$23.8M
|
+476,081
|
New
|
|
|
70
|
Willow Creek Wealth Management
Sebastopol,
California
|
$21.1M
|
+$9.08M
|
+181,705
|
+71%
|
|
|
71
|
Mather Group
Chicago,
Illinois
|
$20.5M
|
+$5.17M
|
+103,511
|
+32%
|
|
|
72
|
EP Wealth Advisors
Torrance,
California
|
$20.4M
|
+$5.19M
|
+103,907
|
+33%
|
|
|
73
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$20.4M
|
+$21.2M
|
+423,419
|
New
|
|
|
74
|
Miracle Mile Advisors
Los Angeles,
California
|
$19.7M
|
+$1.29M
|
+25,763
|
+7%
|
|
|
75
|
Manning & Napier Group
Fairport,
New York
|
$19.6M
|
–
|
–
|
–
|
|
