|
26
|
TCI Wealth Advisors
Tucson,
Arizona
|
$83.4M
|
+$4.34M
|
+50,356
|
+6%
|
|
|
27
|
Avantax Planning Partners
Dubuque,
Iowa
|
$72.7M
|
-$1.72M
|
-20,002
|
-2%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$70.3M
|
-$7.62M
|
-88,414
|
-10%
|
|
|
29
|
American Century Companies
Kansas City,
Missouri
|
$69.1M
|
+$1.63M
|
+18,884
|
+3%
|
|
|
30
|
Oxford Financial Group
Carmel,
Indiana
|
$66.5M
|
+$2.12M
|
+24,544
|
+3%
|
|
|
31
|
Foster Group
West Des Moines,
Iowa
|
$63M
|
+$2.41M
|
+27,953
|
+4%
|
|
|
32
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$60.3M
|
+$6.08M
|
+70,547
|
+12%
|
|
|
33
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$57.9M
|
+$4.48M
|
+52,019
|
+9%
|
|
|
34
|
Parcion Private Wealth
Bellevue,
Washington
|
$56.6M
|
+$260K
|
+3,014
|
+0.5%
|
|
|
35
|
Satovsky Asset Management
New York
|
$56.5M
|
+$627K
|
+7,277
|
+1%
|
|
|
36
|
Comerica Bank
Dallas,
Texas
|
$55.6M
|
+$568K
|
+6,588
|
+1%
|
|
|
37
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$55.3M
|
+$43.6M
|
+506,450
|
+503%
|
|
|
38
|
HB Wealth Management
Atlanta,
Georgia
|
$55.2M
|
-$12.6M
|
-146,358
|
-19%
|
|
|
39
|
TruWealth Advisors
Metairie,
Louisiana
|
$53.8M
|
+$2.84M
|
+32,929
|
+6%
|
|
|
40
|
Cresset Asset Management
Chicago,
Illinois
|
$53.6M
|
+$989K
|
+11,478
|
+2%
|
|
|
41
|
Meredith Wealth Planning
Maryville,
Illinois
|
$51.5M
|
+$7.42M
|
+86,086
|
+18%
|
|
|
42
|
PDS Planning
Dublin,
Ohio
|
$51.1M
|
+$3.58M
|
+41,568
|
+8%
|
|
|
43
|
Corient Private Wealth
Miami,
Florida
|
$48.9M
|
+$11.6M
|
+134,835
|
+34%
|
|
|
44
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$45M
|
-$5.47M
|
-63,513
|
-11%
|
|
|
45
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$43.3M
|
+$41M
|
+475,392
|
New
|
|
|
46
|
Krilogy Financial
St. Louis,
Missouri
|
$41.5M
|
+$2.72M
|
+31,519
|
+7%
|
|
|
47
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$41.5M
|
+$173K
|
+2,009
|
+0.4%
|
|
|
48
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$39.6M
|
-$3.75M
|
-43,500
|
-9%
|
|
|
49
|
Burton Enright Welch
Walnut Creek,
California
|
$39.3M
|
+$1.51M
|
+17,506
|
+4%
|
|
|
50
|
Mariner
Overland Park,
Kansas
|
$38.7M
|
-$516K
|
-5,983
|
-1%
|
|
