|
26
|
Destination Wealth Management
Walnut Creek,
California
|
$12.8M
|
+$69.2K
|
+1,453
|
+0.5%
|
|
|
27
|
Morningstar Investment Services
Chicago,
Illinois
|
$12M
|
+$257K
|
+5,399
|
+2%
|
|
|
28
|
Financial Network Wealth Management
Draper,
Utah
|
$10.1M
|
+$801K
|
+16,809
|
+8%
|
|
|
29
|
NEPC LLC
Boston,
Massachusetts
|
$9.9M
|
+$10M
|
+209,950
|
New
|
|
|
30
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.61M
|
+$1.27M
|
+26,592
|
+15%
|
|
|
31
|
Allworth Financial
Folsom,
California
|
$9.51M
|
+$1.92M
|
+40,265
|
+25%
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$9.47M
|
+$1.04M
|
+21,732
|
+12%
|
|
|
33
|
Park Avenue Securities
New York
|
$8.59M
|
+$456K
|
+9,576
|
+6%
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.55M
|
-$161K
|
-3,379
|
-2%
|
|
|
35
|
WesBanco Bank
Wheeling,
West Virginia
|
$8.49M
|
+$344K
|
+7,224
|
+4%
|
|
|
36
|
Apella Capital
West Hartford,
Connecticut
|
$8.3M
|
+$8.38M
|
+175,878
|
New
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$7.91M
|
-$210K
|
-4,405
|
-3%
|
|
|
38
|
Savant Capital
Rockford,
Illinois
|
$7.57M
|
+$388K
|
+8,150
|
+5%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$7.08M
|
+$246K
|
+5,160
|
+4%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.87M
|
+$177K
|
+3,710
|
+3%
|
|
|
41
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$6.39M
|
+$6.46M
|
+135,482
|
New
|
|
|
42
|
Accredited Investors
Edina,
Minnesota
|
$6.3M
|
+$550K
|
+11,547
|
+9%
|
|
|
43
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.15M
|
+$1.08M
|
+22,718
|
+21%
|
|
|
44
|
Facet Wealth Inc
Baltimore,
Maryland
|
$6.12M
|
+$6.27M
|
+131,552
|
New
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.05M
|
+$2.82M
|
+59,085
|
+85%
|
|
|
46
|
Wealthfront Advisers
Palo Alto,
California
|
$5.84M
|
+$711K
|
+14,928
|
+14%
|
|
|
47
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.52M
|
+$677K
|
+14,215
|
+14%
|
|
|
48
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4.67M
|
+$1.69M
|
+35,525
|
+55%
|
|
|
49
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$4.56M
|
+$481K
|
+10,104
|
+12%
|
|
|
50
|
One Wealth Advisors
San Francisco,
California
|
$4.52M
|
-$994K
|
-20,864
|
-18%
|
|
