|
26
|
RVW Wealth
Los Angeles,
California
|
$26M
|
+$1.66M
|
+20,895
|
+7%
|
|
|
27
|
D.A. Davidson & Co
Great Falls,
Montana
|
$24.8M
|
+$2.85M
|
+35,751
|
+13%
|
|
|
28
|
Private Ocean
San Rafael,
California
|
$24.2M
|
+$1.08M
|
+13,562
|
+5%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.4M
|
+$2.63M
|
+33,068
|
+13%
|
|
|
30
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$23.1M
|
+$2.87M
|
+36,009
|
+14%
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$22.8M
|
+$50K
|
+628
|
+0.2%
|
|
|
32
|
High Note Wealth
Deephaven,
Minnesota
|
$22.5M
|
-$206K
|
-2,591
|
-0.9%
|
|
|
33
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21.3M
|
–
|
–
|
–
|
|
|
34
|
Financial Insights
Tacoma,
Washington
|
$20.8M
|
+$3.42K
|
+43
|
+0.2%
|
|
|
35
|
US Bancorp
Minneapolis,
Minnesota
|
$20.2M
|
+$4.9M
|
+61,506
|
+32%
|
|
|
36
|
SEI Investments
Oaks,
Pennsylvania
|
$19.5M
|
+$8.02M
|
+100,772
|
+69%
|
|
|
37
|
Howland Capital Management
Boston,
Massachusetts
|
$19M
|
+$112K
|
+1,407
|
+0.6%
|
|
|
38
|
Highland Private Wealth Management
Bellevue,
Washington
|
$18.9M
|
+$259K
|
+3,258
|
+1%
|
|
|
39
|
M&T Bank
Buffalo,
New York
|
$18.4M
|
+$6.82M
|
+85,672
|
+58%
|
|
|
40
|
KeyBank National Association
Cleveland,
Ohio
|
$17M
|
+$5.26M
|
+66,085
|
+45%
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17M
|
–
|
–
|
–
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$16.8M
|
+$2.75M
|
+34,520
|
+19%
|
|
|
43
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$16.1M
|
+$3.51M
|
+44,153
|
+28%
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$15.4M
|
+$3.66M
|
+45,951
|
+31%
|
|
|
45
|
Fiduciary Trust
Boston,
Massachusetts
|
$15.3M
|
+$3.64M
|
+45,737
|
+31%
|
|
|
46
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$14.9M
|
+$3.55M
|
+44,552
|
+31%
|
|
|
47
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$14.7M
|
–
|
–
|
–
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.1M
|
+$2.23M
|
+28,061
|
+19%
|
|
|
49
|
Acorns Advisers
Irvine,
California
|
$13.3M
|
+$13.4M
|
+168,679
|
New
|
|
|
50
|
PFM Asset Management
Harrisburg,
Pennsylvania
|
$12M
|
+$2.97M
|
+37,296
|
+32%
|
|
