|
26
|
Mission Wealth Management
Santa Barbara,
California
|
$4.04M
|
+$657K
|
+19,158
|
+21%
|
|
|
27
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.18M
|
+$990K
|
+28,896
|
+48%
|
|
|
28
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.96M
|
+$353K
|
+10,309
|
+14%
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.72M
|
+$385K
|
+11,228
|
+17%
|
|
|
30
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.6M
|
+$46.1K
|
+1,345
|
+2%
|
|
|
31
|
Highland Private Wealth Management
Bellevue,
Washington
|
$2.52M
|
+$107K
|
+3,119
|
+5%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.18M
|
+$73.2K
|
+2,136
|
+4%
|
|
|
33
|
Howland Capital Management
Boston,
Massachusetts
|
$2.17M
|
+$9.26K
|
+270
|
+0.4%
|
|
|
34
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.11M
|
+$376K
|
+10,982
|
+23%
|
|
|
35
|
Tompkins Financial
Ithaca,
New York
|
$2.06M
|
+$131K
|
+3,819
|
+7%
|
|
|
36
|
Mercer Global Advisors
Denver,
Colorado
|
$2.05M
|
+$702K
|
+20,468
|
+56%
|
|
|
37
|
Natixis Advisors
Boston,
Massachusetts
|
$2.01M
|
+$274K
|
+8,004
|
+17%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$1.96M
|
-$405K
|
-11,826
|
-18%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.94M
|
+$648K
|
+18,905
|
+54%
|
|
|
40
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.79M
|
+$162K
|
+4,729
|
+10%
|
|
|
41
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.69M
|
+$793K
|
+23,146
|
+97%
|
|
|
42
|
KeyBank National Association
Cleveland,
Ohio
|
$1.67M
|
-$177K
|
-5,157
|
-10%
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.54M
|
+$775K
|
+22,614
|
+112%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$1.5M
|
+$1.43M
|
+41,831
|
New
|
|
|
45
|
Bailard
Foster City,
California
|
$1.4M
|
+$304K
|
+8,858
|
+29%
|
|
|
46
|
HSBC Holdings
London,
United Kingdom
|
$1.36M
|
–
|
–
|
–
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$1.35M
|
+$65.7K
|
+1,916
|
+5%
|
|
|
48
|
AssetMark Inc
Concord,
California
|
$1.09M
|
-$17K
|
-496
|
-2%
|
|
|
49
|
Merriman Wealth Management
Seattle,
Washington
|
$1.05M
|
+$466K
|
+13,600
|
+87%
|
|
|
50
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.05M
|
+$106K
|
+3,095
|
+12%
|
|
