|
26
|
Howard Capital Management
Roswell,
Georgia
|
$160M
|
–
|
–
|
–
|
|
|
27
|
Kestra Advisory Services
Austin,
Texas
|
$151M
|
+$1.57M
|
+11,448
|
+1%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$142M
|
+$8.01M
|
+58,298
|
+6%
|
|
|
29
|
Joel Isaacson & Co
New York
|
$138M
|
+$1.2M
|
+8,750
|
+0.9%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$132M
|
+$1.13M
|
+8,242
|
+0.9%
|
|
|
31
|
Charles Schwab
San Francisco,
California
|
$127M
|
-$6.41M
|
-46,622
|
-5%
|
|
|
32
|
Wharton Business Group
Malvern,
Pennsylvania
|
$126M
|
-$289K
|
-2,104
|
-0.2%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$126M
|
+$4.55M
|
+33,142
|
+4%
|
|
|
34
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$114M
|
-$204K
|
-1,484
|
-0.2%
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$112M
|
+$899K
|
+6,541
|
+0.8%
|
|
|
36
|
D.A. Davidson & Co
Great Falls,
Montana
|
$107M
|
+$9.26M
|
+67,412
|
+10%
|
|
|
37
|
Allworth Financial
Folsom,
California
|
$103M
|
+$2.02M
|
+14,700
|
+2%
|
|
|
38
|
Auto-Owners Insurance
Lansing,
Michigan
|
$102M
|
–
|
–
|
–
|
|
|
39
|
Bell Bank
Fargo,
North Dakota
|
$102M
|
+$1.31M
|
+9,535
|
+1%
|
|
|
40
|
Martel Wealth Advisors
Vancouver,
Washington
|
$99.9M
|
+$2.22M
|
+16,139
|
+2%
|
|
|
41
|
One Day In July LLC
Burlington,
Vermont
|
$96.5M
|
+$1.61M
|
+11,700
|
+2%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$95.6M
|
+$65.3M
|
+475,408
|
+224%
|
|
|
43
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$91.1M
|
+$32.7K
|
+238
|
+0%
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$90.9M
|
+$15.1K
|
+110
|
+0%
|
|
|
45
|
HCR Wealth Advisors
Los Angeles,
California
|
$89.9M
|
+$1.65M
|
+12,033
|
+2%
|
|
|
46
|
Equitable Holdings
New York
|
$87.5M
|
+$4.2M
|
+30,547
|
+5%
|
|
|
47
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$84.4M
|
+$1.59M
|
+11,574
|
+2%
|
|
|
48
|
Wellington Management Group
Boston,
Massachusetts
|
$84.1M
|
+$68.2M
|
+496,110
|
+493%
|
|
|
49
|
SBI Securities
Tokyo,
Japan
|
$83.1M
|
-$1.46M
|
-10,650
|
-2%
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$81.8M
|
+$575K
|
+4,186
|
+0.7%
|
|
