|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.3M
|
+$1.4M
|
+12,231
|
+5%
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$28.2M
|
-$1.02M
|
-8,912
|
-3%
|
|
|
53
|
Park Avenue Securities
New York
|
$26.5M
|
-$21.2M
|
-184,674
|
-44%
|
|
|
54
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$25.7M
|
-$5.59M
|
-48,776
|
-18%
|
|
|
55
|
HighTower Advisors
Chicago,
Illinois
|
$25.6M
|
+$1.95M
|
+16,987
|
+8%
|
|
|
56
|
Cresset Asset Management
Chicago,
Illinois
|
$25.5M
|
+$7.62M
|
+66,506
|
+42%
|
|
|
57
|
Merit Financial Group
Alpharetta,
Georgia
|
$24.1M
|
+$6.44M
|
+56,202
|
+36%
|
|
|
58
|
Lido Advisors
Los Angeles,
California
|
$23.9M
|
+$23.7M
|
+206,535
|
+5,811%
|
|
|
59
|
Covenant Partners
Nashville,
Tennessee
|
$23.4M
|
+$317K
|
+2,761
|
+1%
|
|
|
60
|
Waller Financial Planning Group
Columbus,
Ohio
|
$22.7M
|
+$16.9M
|
+147,064
|
+283%
|
|
|
61
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$22.5M
|
-$291K
|
-2,539
|
-1%
|
|
|
62
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$22.1M
|
-$613K
|
-5,344
|
-3%
|
|
|
63
|
First National Bank of Omaha
Omaha,
Nebraska
|
$21.7M
|
+$21.7M
|
+189,470
|
New
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$21.6M
|
+$511K
|
+4,458
|
+2%
|
|
|
65
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.1M
|
-$1.03M
|
-8,972
|
-5%
|
|
|
66
|
EP Wealth Advisors
Torrance,
California
|
$20.7M
|
+$20.9M
|
+181,912
|
New
|
|
|
67
|
Savvy Advisors Inc
New York
|
$20.3M
|
+$4.77M
|
+41,637
|
+30%
|
|
|
68
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$20.1M
|
+$474K
|
+4,133
|
+2%
|
|
|
69
|
|
$19.7M
|
-$1.54M
|
-13,450
|
-7%
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.2M
|
-$200K
|
-1,746
|
-1%
|
|
|
71
|
Mercer Global Advisors
Denver,
Colorado
|
$18.7M
|
-$891K
|
-7,770
|
-5%
|
|
|
72
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$18.7M
|
+$602K
|
+5,250
|
+3%
|
|
|
73
|
Empirical Wealth Management
Seattle,
Washington
|
$18.6M
|
+$143K
|
+1,251
|
+0.8%
|
|
|
74
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.1M
|
+$29K
|
+253
|
+0.2%
|
|
|
75
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$18.1M
|
+$544K
|
+4,741
|
+3%
|
|
