|
26
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$12.3M
|
+$1.25M
|
+38,320
|
+12%
|
|
|
27
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$11.9M
|
+$378K
|
+11,636
|
+4%
|
|
|
28
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$11.2M
|
+$1.6M
|
+49,197
|
+18%
|
|
|
29
|
Raymond James & Associates
St Petersburg,
Florida
|
$11M
|
-$342K
|
-10,533
|
-3%
|
|
|
30
|
Bank of New York Mellon
New York
|
$10.9M
|
+$6.77M
|
+208,204
|
+200%
|
|
|
31
|
Beacon Financial Group
Dallas,
Texas
|
$10.6M
|
-$213K
|
-6,558
|
-2%
|
|
|
32
|
KeyBank National Association
Cleveland,
Ohio
|
$9.3M
|
-$173K
|
-5,327
|
-2%
|
|
|
33
|
Destination Wealth Management
Walnut Creek,
California
|
$9.24M
|
-$1.2M
|
-36,801
|
-12%
|
|
|
34
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9M
|
-$1.31M
|
-40,339
|
-13%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$8.79M
|
+$508K
|
+15,622
|
+7%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.54M
|
+$1.04M
|
+32,127
|
+15%
|
|
|
37
|
CX Institutional
Auburn,
Indiana
|
$8.34M
|
-$1,000K
|
-30,754
|
-11%
|
|
|
38
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$8.33M
|
+$1.13M
|
+34,908
|
+17%
|
|
|
39
|
MAI Capital Management
Independence,
Ohio
|
$8.3M
|
+$384K
|
+11,797
|
+5%
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.2M
|
-$1.3M
|
-39,921
|
-14%
|
|
|
41
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$8.07M
|
-$460K
|
-14,154
|
-6%
|
|
|
42
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7.67M
|
-$2.69M
|
-82,846
|
-27%
|
|
|
43
|
SVA Wealth Management
Madison,
Wisconsin
|
$7.47M
|
-$46.8M
|
-1,440,500
|
-87%
|
|
|
44
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.22M
|
-$136K
|
-4,185
|
-2%
|
|
|
45
|
|
$7.04M
|
-$471K
|
-14,476
|
-7%
|
|
|
46
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.31M
|
-$428K
|
-13,175
|
-7%
|
|
|
47
|
Curi RMB Capital
Chicago,
Illinois
|
$6.25M
|
-$152K
|
-4,689
|
-3%
|
|
|
48
|
Parsec Financial Management
Asheville,
North Carolina
|
$6.15M
|
-$802K
|
-24,668
|
-12%
|
|
|
49
|
Avantax Planning Partners
Dubuque,
Iowa
|
$5.44M
|
-$450K
|
-13,846
|
-8%
|
|
|
50
|
Financial Counselors Inc
Overland Park,
Kansas
|
$5.42M
|
+$245K
|
+7,531
|
+5%
|
|
