|
26
|
Joel Isaacson & Co
New York
|
$129M
|
+$2.79M
|
+22,016
|
+2%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$126M
|
+$9.28M
|
+73,230
|
+8%
|
|
|
28
|
Charles Schwab
San Francisco,
California
|
$126M
|
+$23M
|
+181,413
|
+24%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$124M
|
-$3.46M
|
-27,332
|
-3%
|
|
|
30
|
Wharton Business Group
Malvern,
Pennsylvania
|
$119M
|
+$481K
|
+3,797
|
+0.4%
|
|
|
31
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$114M
|
-$4.24M
|
-33,434
|
-4%
|
|
|
32
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$108M
|
-$873K
|
-6,888
|
-0.8%
|
|
|
33
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$106M
|
+$1.38M
|
+10,859
|
+1%
|
|
|
34
|
Auto-Owners Insurance
Lansing,
Michigan
|
$96.5M
|
+$51M
|
+402,667
|
+125%
|
|
|
35
|
Allworth Financial
Folsom,
California
|
$95.3M
|
+$2.42M
|
+19,069
|
+3%
|
|
|
36
|
Bell Bank
Fargo,
North Dakota
|
$94.9M
|
+$3.9M
|
+30,788
|
+5%
|
|
|
37
|
D.A. Davidson & Co
Great Falls,
Montana
|
$92.5M
|
+$4.68M
|
+36,950
|
+6%
|
|
|
38
|
Martel Wealth Advisors
Vancouver,
Washington
|
$92.3M
|
+$2.73M
|
+21,586
|
+3%
|
|
|
39
|
One Day In July LLC
Burlington,
Vermont
|
$89.7M
|
+$3.21M
|
+25,329
|
+4%
|
|
|
40
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$86.2M
|
+$2.48M
|
+19,582
|
+3%
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$85.9M
|
+$601K
|
+4,745
|
+0.7%
|
|
|
42
|
HCR Wealth Advisors
Los Angeles,
California
|
$83.4M
|
+$2.72M
|
+21,493
|
+4%
|
|
|
43
|
SBI Securities
Tokyo,
Japan
|
$80M
|
-$2.65M
|
-20,906
|
-3%
|
|
|
44
|
Equitable Holdings
New York
|
$78.7M
|
+$7.37M
|
+58,195
|
+11%
|
|
|
45
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$78.3M
|
+$13.1M
|
+103,441
|
+21%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$76.8M
|
+$4.52M
|
+35,661
|
+7%
|
|
|
47
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$76M
|
+$506K
|
+3,995
|
+0.7%
|
|
|
48
|
AssetMark Inc
Concord,
California
|
$75.9M
|
-$7.13M
|
-56,243
|
-9%
|
|
|
49
|
|
$75.4M
|
-$5.28M
|
-41,688
|
-7%
|
|
|
50
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$71.8M
|
+$278K
|
+2,192
|
+0.4%
|
|
