|
26
|
Sequoia Financial Advisors
Akron,
Ohio
|
$75.9M
|
+$75.1M
|
+798,761
|
+1,118%
|
|
|
27
|
TCI Wealth Advisors
Tucson,
Arizona
|
$75.4M
|
+$5.87M
|
+62,442
|
+8%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$75M
|
+$743K
|
+7,909
|
+0.9%
|
|
|
29
|
Avantax Planning Partners
Dubuque,
Iowa
|
$71.3M
|
-$4.02M
|
-42,773
|
-5%
|
|
|
30
|
HB Wealth Management
Atlanta,
Georgia
|
$65.5M
|
+$70.6M
|
+751,803
|
New
|
|
|
31
|
American Century Companies
Kansas City,
Missouri
|
$64.5M
|
+$4.39M
|
+46,708
|
+7%
|
|
|
32
|
Oxford Financial Group
Carmel,
Indiana
|
$61.5M
|
+$1.18M
|
+12,580
|
+2%
|
|
|
33
|
Foster Group
West Des Moines,
Iowa
|
$57.9M
|
+$5.33M
|
+56,726
|
+9%
|
|
|
34
|
Parcion Private Wealth
Bellevue,
Washington
|
$53.9M
|
-$6.25M
|
-66,475
|
-10%
|
|
|
35
|
Satovsky Asset Management
New York
|
$53.4M
|
-$180K
|
-1,911
|
-0.3%
|
|
|
36
|
Comerica Bank
Dallas,
Texas
|
$52.7M
|
+$5.96M
|
+63,412
|
+12%
|
|
|
37
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$51.6M
|
+$4.13M
|
+43,924
|
+8%
|
|
|
38
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$50.9M
|
+$2.11M
|
+22,463
|
+4%
|
|
|
39
|
Cresset Asset Management
Chicago,
Illinois
|
$50.2M
|
+$41.3M
|
+440,078
|
+323%
|
|
|
40
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$48.6M
|
+$219K
|
+2,328
|
+0.4%
|
|
|
41
|
TruWealth Advisors
Metairie,
Louisiana
|
$48.6M
|
+$3.08M
|
+32,825
|
+6%
|
|
|
42
|
PDS Planning
Dublin,
Ohio
|
$45.3M
|
-$421K
|
-4,476
|
-0.9%
|
|
|
43
|
Meredith Wealth Planning
Maryville,
Illinois
|
$41.8M
|
+$873K
|
+9,291
|
+2%
|
|
|
44
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$41.7M
|
+$98.8K
|
+1,051
|
+0.2%
|
|
|
45
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$39.5M
|
-$905K
|
-9,634
|
-2%
|
|
|
46
|
Mariner
Overland Park,
Kansas
|
$37.5M
|
-$2.51M
|
-26,752
|
-6%
|
|
|
47
|
Krilogy Financial
St. Louis,
Missouri
|
$36.9M
|
+$2.85M
|
+30,339
|
+8%
|
|
|
48
|
Burton Enright Welch
Walnut Creek,
California
|
$36.1M
|
+$1.07M
|
+11,362
|
+3%
|
|
|
49
|
Corient Private Wealth
Miami,
Florida
|
$35M
|
+$99.6K
|
+1,060
|
+0.3%
|
|
|
50
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$34.2M
|
+$74K
|
+788
|
+0.2%
|
|
