|
26
|
EP Wealth Advisors
Torrance,
California
|
$33.3M
|
+$2.94M
|
+36,952
|
+10%
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31.9M
|
+$31.9M
|
+400,883
|
New
|
|
|
28
|
RVW Wealth
Los Angeles,
California
|
$30.4M
|
+$3.27M
|
+41,108
|
+12%
|
|
|
29
|
D.A. Davidson & Co
Great Falls,
Montana
|
$30.3M
|
+$3.18M
|
+39,953
|
+12%
|
|
|
30
|
Private Ocean
San Rafael,
California
|
$27.7M
|
+$1.12M
|
+14,117
|
+4%
|
|
|
31
|
Highland Private Wealth Management
Bellevue,
Washington
|
$27.4M
|
+$6.41M
|
+80,513
|
+30%
|
|
|
32
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$25.5M
|
-$16.8M
|
-211,160
|
-40%
|
|
|
33
|
SEI Investments
Oaks,
Pennsylvania
|
$24.7M
|
+$1.48M
|
+18,547
|
+6%
|
|
|
34
|
MML Investors Services
Springfield,
Massachusetts
|
$23.9M
|
+$3.21M
|
+40,362
|
+15%
|
|
|
35
|
Wealthfront Advisers
Palo Alto,
California
|
$23.7M
|
+$12.5M
|
+156,734
|
+111%
|
|
|
36
|
High Note Wealth
Deephaven,
Minnesota
|
$23M
|
+$111K
|
+1,389
|
+0.5%
|
|
|
37
|
KeyBank National Association
Cleveland,
Ohio
|
$22.2M
|
+$1.96M
|
+24,623
|
+10%
|
|
|
38
|
William Blair & Company
Chicago,
Illinois
|
$21.6M
|
+$158K
|
+1,983
|
+0.7%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.6M
|
+$5.61M
|
+70,505
|
+35%
|
|
|
40
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21.3M
|
–
|
–
|
–
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$21.2M
|
+$3.68M
|
+46,188
|
+21%
|
|
|
42
|
M&T Bank
Buffalo,
New York
|
$20.3M
|
+$1.47M
|
+18,416
|
+8%
|
|
|
43
|
Howland Capital Management
Boston,
Massachusetts
|
$19.4M
|
+$52.4K
|
+658
|
+0.3%
|
|
|
44
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$18.6M
|
+$18.6M
|
+233,600
|
New
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$18.1M
|
-$1.67M
|
-20,981
|
-8%
|
|
|
46
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$18M
|
+$347K
|
+4,355
|
+2%
|
|
|
47
|
Fiduciary Trust
Boston,
Massachusetts
|
$17.7M
|
+$2.96M
|
+37,226
|
+20%
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
$17.4M
|
+$12.7M
|
+159,790
|
+271%
|
|
|
49
|
Mercer Global Advisors
Denver,
Colorado
|
$16.9M
|
+$4.7M
|
+59,059
|
+38%
|
|
|
50
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$16.2M
|
-$7.25M
|
-90,999
|
-31%
|
|
