|
26
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$30.9M
|
-$3M
|
-38,317
|
-8%
|
|
|
27
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$29.2M
|
–
|
–
|
–
|
|
|
28
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$28.2M
|
+$1.37M
|
+17,439
|
+5%
|
|
|
29
|
American Century Companies
Kansas City,
Missouri
|
$27.3M
|
+$3.46M
|
+44,194
|
+14%
|
|
|
30
|
Waverly Advisors
Birmingham,
Alabama
|
$25.7M
|
+$16.7M
|
+213,625
|
+160%
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.5M
|
+$8.41M
|
+107,333
|
+45%
|
|
|
32
|
Red Lighthouse Investment Management
New York
|
$24.7M
|
-$261K
|
-3,338
|
-1%
|
|
|
33
|
TruWealth Advisors
Metairie,
Louisiana
|
$24.2M
|
+$886K
|
+11,315
|
+4%
|
|
|
34
|
PrairieView Partners
St. Paul,
Minnesota
|
$23.7M
|
+$543K
|
+6,933
|
+2%
|
|
|
35
|
Relative Value Partners Group
|
$23.5M
|
+$5.6M
|
+71,557
|
+29%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$23.4M
|
+$8.23M
|
+105,067
|
+50%
|
|
|
37
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$23.3M
|
+$1.76M
|
+22,437
|
+8%
|
|
|
38
|
Krilogy Financial
St. Louis,
Missouri
|
$22.6M
|
+$20.6M
|
+263,300
|
+634%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.2M
|
+$9.44M
|
+120,512
|
+67%
|
|
|
40
|
Team Hewins
Redwood City,
California
|
$22.2M
|
-$141K
|
-1,803
|
-0.6%
|
|
|
41
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$22M
|
+$219K
|
+2,798
|
+1%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$21.8M
|
+$4.48M
|
+57,196
|
+24%
|
|
|
43
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$21M
|
-$898K
|
-11,472
|
-4%
|
|
|
44
|
Creative Capital Management Investments
San Diego,
California
|
$20.1M
|
+$775K
|
+9,899
|
+4%
|
|
|
45
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$19.8M
|
+$9.64M
|
+123,109
|
+83%
|
|
|
46
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$19.5M
|
+$13.7M
|
+174,821
|
+197%
|
|
|
47
|
Falcon Wealth Planning
Ontario,
California
|
$18.8M
|
+$2.12M
|
+27,129
|
+12%
|
|
|
48
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$18.4M
|
+$1.16M
|
+14,824
|
+6%
|
|
|
49
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
+$3.47M
|
+44,333
|
+25%
|
|
|
50
|
Burton Enright Welch
Walnut Creek,
California
|
$15.4M
|
+$333K
|
+4,253
|
+2%
|
|
