|
26
|
BOK Financial
Tulsa,
Oklahoma
|
$143M
|
-$3.92M
|
-42,474
|
-3%
|
|
|
27
|
Modern Wealth Management
Lenexa,
Kansas
|
$133M
|
+$24.7M
|
+267,966
|
+24%
|
|
|
28
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$133M
|
-$47.5M
|
-514,563
|
-27%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$124M
|
+$20.6M
|
+223,832
|
+21%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$123M
|
+$14.9M
|
+161,783
|
+15%
|
|
|
31
|
|
$117M
|
-$16.7M
|
-181,086
|
-13%
|
|
|
32
|
Harbour Investments
Madison,
Wisconsin
|
$114M
|
+$3.12M
|
+33,854
|
+3%
|
|
|
33
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$114M
|
+$27.8M
|
+301,030
|
+34%
|
|
|
34
|
MASECO Private Wealth
London,
|
$112M
|
+$44.5K
|
+483
|
+0%
|
|
|
35
|
Pure Financial Advisors
San Diego,
California
|
$109M
|
-$8.83M
|
-95,782
|
-8%
|
|
|
36
|
HB Wealth Management
Atlanta,
Georgia
|
$107M
|
+$4.4M
|
+47,729
|
+5%
|
|
|
37
|
Oak Root LLC
Santa Barbara,
California
|
$104M
|
–
|
–
|
–
|
|
|
38
|
Avantax Planning Partners
Dubuque,
Iowa
|
$103M
|
-$1.08M
|
-11,660
|
-1%
|
|
|
39
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$101M
|
-$673K
|
-7,300
|
-0.7%
|
|
|
40
|
Gradient Investments
Arden Hills,
Minnesota
|
$99.5M
|
-$10.3M
|
-112,032
|
-10%
|
|
|
41
|
Apella Capital
West Hartford,
Connecticut
|
$92.3M
|
+$3.41M
|
+36,996
|
+4%
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$90.5M
|
-$2.14M
|
-23,174
|
-2%
|
|
|
43
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$87.4M
|
+$1.93M
|
+20,960
|
+2%
|
|
|
44
|
Cresset Asset Management
Chicago,
Illinois
|
$86.2M
|
+$2.77M
|
+30,042
|
+3%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$86M
|
-$2.57M
|
-27,886
|
-3%
|
|
|
46
|
NewEdge Advisors
New Orleans,
Louisiana
|
$84.1M
|
+$57.4M
|
+622,072
|
+250%
|
|
|
47
|
Midwest Trust
Overland Park,
Kansas
|
$83.9M
|
+$9.45M
|
+102,427
|
+13%
|
|
|
48
|
Parallel Advisors
San Francisco,
California
|
$78.6M
|
+$5.03M
|
+54,507
|
+7%
|
|
|
49
|
Private Advisor Group
Morristown,
New Jersey
|
$77.9M
|
+$28.4M
|
+307,610
|
+62%
|
|
|
50
|
Farther Finance Advisors
San Francisco,
California
|
$77.1M
|
+$4.69M
|
+50,856
|
+7%
|
|
