|
26
|
Modera Wealth Management
Westwood,
New Jersey
|
$13.2M
|
+$301K
|
+6,612
|
+2%
|
|
|
27
|
Wealth Architects
Mountain View,
California
|
$12.9M
|
+$1.03M
|
+22,689
|
+9%
|
|
|
28
|
Empirical Wealth Management
Seattle,
Washington
|
$12.3M
|
+$16.2K
|
+355
|
+0.1%
|
|
|
29
|
EP Wealth Advisors
Torrance,
California
|
$10.6M
|
+$10.5M
|
+229,887
|
New
|
|
|
30
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$9.24M
|
-$343K
|
-7,529
|
-4%
|
|
|
31
|
SigFig Wealth Management
San Francisco,
California
|
$9.1M
|
-$119K
|
-2,609
|
-1%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.53M
|
+$167K
|
+3,654
|
+2%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$8.41M
|
+$1.94M
|
+42,501
|
+30%
|
|
|
34
|
Bailard
Foster City,
California
|
$8.3M
|
-$120K
|
-2,629
|
-1%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$7.83M
|
+$4.91M
|
+107,660
|
+172%
|
|
|
36
|
Mission Wealth Management
Santa Barbara,
California
|
$7.78M
|
-$210K
|
-4,604
|
-3%
|
|
|
37
|
Raymond James Financial
St Petersburg,
Florida
|
$7.29M
|
+$941K
|
+20,633
|
+15%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.18M
|
+$935K
|
+20,510
|
+16%
|
|
|
39
|
Financial Engines Advisors
Santa Clara,
California
|
$6.98M
|
+$256K
|
+5,609
|
+4%
|
|
|
40
|
Alesco Advisors
Pittsford,
New York
|
$6.82M
|
+$11.3K
|
+247
|
+0.2%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$6.72M
|
+$5.51M
|
+120,923
|
+479%
|
|
|
42
|
Regions Financial Corp
Birmingham,
Alabama
|
$6.58M
|
+$282K
|
+6,188
|
+5%
|
|
|
43
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$6.56M
|
-$11.2K
|
-246
|
-0.2%
|
|
|
44
|
NorthRock Partners
Minneapolis,
Minnesota
|
$6.3M
|
+$5.82M
|
+127,640
|
+1,365%
|
|
|
45
|
Litman Gregory Wealth Management
Larkspur,
California
|
$6.19M
|
-$337K
|
-7,382
|
-5%
|
|
|
46
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.93M
|
-$459K
|
-10,074
|
-7%
|
|
|
47
|
Stanich Group
Montauk,
New York
|
$5.81M
|
+$181K
|
+3,977
|
+3%
|
|
|
48
|
Regatta Capital Group
El Segundo,
California
|
$5.78M
|
+$177K
|
+3,875
|
+3%
|
|
|
49
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$5.52M
|
-$21.9K
|
-481
|
-0.4%
|
|
|
50
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.25M
|
+$736K
|
+16,151
|
+16%
|
|
