|
26
|
RW Investment Management
Eagle,
Idaho
|
$101M
|
+$101M
|
+914,627
|
New
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97.8M
|
+$9.62M
|
+87,371
|
+11%
|
|
|
28
|
American Century Companies
Kansas City,
Missouri
|
$96.7M
|
+$8.81M
|
+80,034
|
+10%
|
|
|
29
|
Avantax Planning Partners
Dubuque,
Iowa
|
$95.3M
|
+$418K
|
+3,795
|
+0.4%
|
|
|
30
|
|
$94M
|
+$2.12M
|
+19,248
|
+2%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$83.5M
|
+$10.7M
|
+96,966
|
+15%
|
|
|
32
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$82.6M
|
+$1.18M
|
+10,711
|
+1%
|
|
|
33
|
Foster Group
West Des Moines,
Iowa
|
$77.6M
|
-$2.73M
|
-24,782
|
-3%
|
|
|
34
|
Symmetry Partners
Glastonbury,
Connecticut
|
$74.8M
|
+$1.62M
|
+14,740
|
+2%
|
|
|
35
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$69.9M
|
-$1.4M
|
-12,698
|
-2%
|
|
|
36
|
Cresset Asset Management
Chicago,
Illinois
|
$68.9M
|
-$1.78M
|
-16,174
|
-3%
|
|
|
37
|
Satovsky Asset Management
New York
|
$68.5M
|
+$11.2K
|
+102
|
+0%
|
|
|
38
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$67.5M
|
+$1.59M
|
+14,431
|
+2%
|
|
|
39
|
PDS Planning
Dublin,
Ohio
|
$66.7M
|
+$159K
|
+1,440
|
+0.2%
|
|
|
40
|
Meredith Wealth Planning
Maryville,
Illinois
|
$65.4M
|
+$925K
|
+8,399
|
+1%
|
|
|
41
|
Krilogy Financial
St. Louis,
Missouri
|
$65.1M
|
-$1.08M
|
-9,834
|
-2%
|
|
|
42
|
Oxford Financial Group
Carmel,
Indiana
|
$62.2M
|
-$11.6M
|
-105,572
|
-16%
|
|
|
43
|
Farther Finance Advisors
San Francisco,
California
|
$61.8M
|
+$12.5M
|
+113,595
|
+26%
|
|
|
44
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$60M
|
-$282K
|
-2,558
|
-0.5%
|
|
|
45
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$59.7M
|
-$4.9M
|
-44,491
|
-8%
|
|
|
46
|
Corient Private Wealth
Miami,
Florida
|
$56.1M
|
+$314K
|
+2,848
|
+0.5%
|
|
|
47
|
Mariner
Overland Park,
Kansas
|
$55.2M
|
+$12M
|
+109,108
|
+28%
|
|
|
48
|
Burton Enright Welch
Walnut Creek,
California
|
$53.9M
|
+$1.6M
|
+14,502
|
+3%
|
|
|
49
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$52M
|
+$3.18M
|
+28,900
|
+7%
|
|
|
50
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
$51.7M
|
+$6.79M
|
+61,671
|
+15%
|
|
