|
26
|
Neuberger Berman Group
New York
|
$119M
|
+$17.3M
|
+207,864
|
+16%
|
|
|
27
|
|
$110M
|
+$8.85M
|
+106,619
|
+8%
|
|
|
28
|
Pure Financial Advisors
San Diego,
California
|
$98.4M
|
-$8.75M
|
-105,311
|
-8%
|
|
|
29
|
MASECO Private Wealth
London,
|
$93.5M
|
+$96.4M
|
+1,160,605
|
New
|
|
|
30
|
Harbour Investments
Madison,
Wisconsin
|
$92.5M
|
+$31.1M
|
+374,341
|
+48%
|
|
|
31
|
Gradient Investments
Arden Hills,
Minnesota
|
$92.1M
|
+$3.16M
|
+38,107
|
+3%
|
|
|
32
|
Modern Wealth Management
Lenexa,
Kansas
|
$90.3M
|
+$18.9M
|
+227,657
|
+26%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$89.6M
|
+$7.84M
|
+94,365
|
+9%
|
|
|
34
|
Avantax Planning Partners
Dubuque,
Iowa
|
$86.8M
|
-$2.65M
|
-31,962
|
-3%
|
|
|
35
|
Oak Root LLC
Santa Barbara,
California
|
$86.7M
|
–
|
–
|
–
|
|
|
36
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$86.4M
|
+$69.4M
|
+835,276
|
+363%
|
|
|
37
|
Apella Capital
West Hartford,
Connecticut
|
$86.3M
|
+$8.77M
|
+105,575
|
+12%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$85.6M
|
-$44.8M
|
-539,466
|
-34%
|
|
|
39
|
HB Wealth Management
Atlanta,
Georgia
|
$85.5M
|
+$1.51M
|
+18,197
|
+2%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$82.6M
|
-$413K
|
-4,970
|
-0.5%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$77.4M
|
+$473K
|
+5,691
|
+0.6%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$74.1M
|
-$4.54M
|
-54,718
|
-6%
|
|
|
43
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$71.3M
|
+$1.53M
|
+18,433
|
+2%
|
|
|
44
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$70.9M
|
+$20.3M
|
+243,963
|
+38%
|
|
|
45
|
Cresset Asset Management
Chicago,
Illinois
|
$69.5M
|
-$1.11M
|
-13,356
|
-2%
|
|
|
46
|
Summit Financial Strategies
Columbus,
Ohio
|
$66.8M
|
-$2.25M
|
-27,068
|
-3%
|
|
|
47
|
Midwest Trust
Overland Park,
Kansas
|
$61.9M
|
-$488K
|
-5,873
|
-0.8%
|
|
|
48
|
Parallel Advisors
San Francisco,
California
|
$61.3M
|
+$59.5M
|
+716,830
|
+1,655%
|
|
|
49
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$60.9M
|
+$62.8M
|
+756,001
|
New
|
|
|
50
|
Farther Finance Advisors
San Francisco,
California
|
$60.8M
|
+$12.6M
|
+152,215
|
+26%
|
|
