|
26
|
Stifel Financial
St. Louis,
Missouri
|
$15.9M
|
+$784K
|
+14,948
|
+5%
|
|
|
27
|
|
$15.6M
|
-$1.16M
|
-22,071
|
-7%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$15.2M
|
-$349K
|
-6,651
|
-2%
|
|
|
29
|
Lido Advisors
Los Angeles,
California
|
$14.8M
|
+$14.5M
|
+275,561
|
+1,888%
|
|
|
30
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$13.3M
|
+$163K
|
+3,105
|
+1%
|
|
|
31
|
Precedent Wealth Partners
Houston,
Texas
|
$12.6M
|
-$1.11M
|
-21,253
|
-8%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$12.4M
|
+$1.15M
|
+21,929
|
+10%
|
|
|
33
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.3M
|
+$136K
|
+2,596
|
+1%
|
|
|
34
|
Avantax Planning Partners
Dubuque,
Iowa
|
$11.7M
|
-$297K
|
-5,672
|
-2%
|
|
|
35
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.6M
|
+$12M
|
+228,543
|
New
|
|
|
36
|
Destination Wealth Management
Walnut Creek,
California
|
$11.6M
|
-$358K
|
-6,820
|
-3%
|
|
|
37
|
Concord Wealth Partners
Abingdon,
Virginia
|
$11.5M
|
+$1.23M
|
+23,543
|
+12%
|
|
|
38
|
AE Wealth Management
Topeka,
Kansas
|
$11.4M
|
+$583K
|
+11,111
|
+5%
|
|
|
39
|
Modern Wealth Management
Lenexa,
Kansas
|
$10.1M
|
+$20.5K
|
+391
|
+0.2%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.1M
|
+$2.94M
|
+56,105
|
+39%
|
|
|
41
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$9.84M
|
-$1.17M
|
-22,358
|
-10%
|
|
|
42
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$9.74M
|
-$1.27M
|
-24,237
|
-11%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.54M
|
+$867K
|
+16,533
|
+10%
|
|
|
44
|
Curi RMB Capital
Chicago,
Illinois
|
$9.33M
|
-$25.4K
|
-484
|
-0.3%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.11M
|
-$1.78M
|
-33,889
|
-16%
|
|
|
46
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$8.61M
|
+$8.86M
|
+168,872
|
New
|
|
|
47
|
White Pine Investment Company
Livonia,
Michigan
|
$8.33M
|
+$1.55M
|
+29,626
|
+22%
|
|
|
48
|
HighTower Advisors
Chicago,
Illinois
|
$8.32M
|
+$7.76K
|
+148
|
+0.1%
|
|
|
49
|
Bank of New York Mellon
New York
|
$8.27M
|
+$5.75M
|
+109,610
|
+208%
|
|
|
50
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$8.17M
|
+$605K
|
+11,539
|
+8%
|
|
