|
26
|
TCI Wealth Advisors
Tucson,
Arizona
|
$76.5M
|
+$2.66M
|
+28,495
|
+4%
|
|
|
27
|
Carlson Capital Management
Northfield,
Minnesota
|
$74.4M
|
+$5.92M
|
+63,378
|
+9%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71M
|
+$6.25M
|
+66,886
|
+10%
|
|
|
29
|
WMS Partners
Towson,
Maryland
|
$70M
|
+$2.97M
|
+31,783
|
+5%
|
|
|
30
|
Oxford Financial Group
Carmel,
Indiana
|
$68.7M
|
-$434K
|
-4,647
|
-0.6%
|
|
|
31
|
Alesco Advisors
Pittsford,
New York
|
$68.6M
|
-$60.6K
|
-648
|
-0.1%
|
|
|
32
|
Parcion Private Wealth
Bellevue,
Washington
|
$65.7M
|
+$2.65M
|
+28,335
|
+4%
|
|
|
33
|
American Century Companies
Kansas City,
Missouri
|
$63.3M
|
+$3.35M
|
+35,834
|
+6%
|
|
|
34
|
Foster Group
West Des Moines,
Iowa
|
$60M
|
+$568K
|
+6,074
|
+1%
|
|
|
35
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$59.8M
|
+$1.58M
|
+16,916
|
+3%
|
|
|
36
|
Satovsky Asset Management
New York
|
$59.7M
|
+$31.9K
|
+341
|
+0.1%
|
|
|
37
|
Corient Private Wealth
Miami,
Florida
|
$56.7M
|
-$8.53M
|
-91,215
|
-13%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$55.9M
|
-$2.02M
|
-21,643
|
-4%
|
|
|
39
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$54.3M
|
+$2.13M
|
+22,782
|
+4%
|
|
|
40
|
Comerica Bank
Dallas,
Texas
|
$52.7M
|
-$7.2M
|
-77,036
|
-12%
|
|
|
41
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$51.6M
|
+$50.6M
|
+541,711
|
New
|
|
|
42
|
Raymond James & Associates
St Petersburg,
Florida
|
$51.3M
|
+$10.1M
|
+108,280
|
+25%
|
|
|
43
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$49.9M
|
+$27M
|
+289,101
|
+125%
|
|
|
44
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$49.5M
|
+$2.72M
|
+29,080
|
+6%
|
|
|
45
|
PDS Planning
Dublin,
Ohio
|
$48.9M
|
+$47.6M
|
+509,432
|
New
|
|
|
46
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$45.8M
|
-$168K
|
-1,797
|
-0.4%
|
|
|
47
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$43.9M
|
+$1.62M
|
+17,289
|
+4%
|
|
|
48
|
Meredith Wealth Planning
Maryville,
Illinois
|
$43.9M
|
+$558K
|
+5,972
|
+1%
|
|
|
49
|
TruWealth Advisors
Metairie,
Louisiana
|
$39.6M
|
+$1.04M
|
+11,085
|
+3%
|
|
|
50
|
Burton Enright Welch
Walnut Creek,
California
|
$38.7M
|
+$117K
|
+1,251
|
+0.3%
|
|
