|
51
|
Foster Group
West Des Moines,
Iowa
|
$39.6M
|
-$1.26M
|
-56,413
|
-3%
|
|
|
52
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$38.7M
|
+$4.64M
|
+206,885
|
+14%
|
|
|
53
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.8M
|
-$2.41M
|
-107,412
|
-6%
|
|
|
54
|
Capital Planning Advisors
Roseville,
California
|
$37.2M
|
+$1.26M
|
+56,191
|
+4%
|
|
|
55
|
Bailard
Foster City,
California
|
$37.2M
|
+$2.22M
|
+98,877
|
+6%
|
|
|
56
|
AE Wealth Management
Topeka,
Kansas
|
$34.8M
|
+$7.55M
|
+336,864
|
+28%
|
|
|
57
|
Bank of New York Mellon
New York
|
$34.7M
|
+$14.6M
|
+651,981
|
+74%
|
|
|
58
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$33.8M
|
+$34.2M
|
+1,524,173
|
New
|
|
|
59
|
Wells Fargo
San Francisco,
California
|
$33.4M
|
+$1.83M
|
+81,663
|
+6%
|
|
|
60
|
Park Avenue Securities
New York
|
$32.5M
|
+$10.1M
|
+450,023
|
+45%
|
|
|
61
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$31.9M
|
+$4.62M
|
+205,924
|
+17%
|
|
|
62
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$31.4M
|
-$514K
|
-22,920
|
-2%
|
|
|
63
|
Verum Partners
Charlotte,
North Carolina
|
$31.2M
|
+$8.38M
|
+373,953
|
+37%
|
|
|
64
|
Global Retirement Partners
San Rafael,
California
|
$30.5M
|
+$1.82M
|
+81,238
|
+6%
|
|
|
65
|
HighTower Advisors
Chicago,
Illinois
|
$28.6M
|
+$1.58M
|
+70,470
|
+6%
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$28.3M
|
+$1.26M
|
+56,126
|
+5%
|
|
|
67
|
MML Investors Services
Springfield,
Massachusetts
|
$27.4M
|
-$6.7M
|
-298,664
|
-20%
|
|
|
68
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$27.2M
|
+$848K
|
+37,803
|
+3%
|
|
|
69
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$26.8M
|
+$39.1K
|
+1,746
|
+0.1%
|
|
|
70
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$25.4M
|
+$793K
|
+35,389
|
+3%
|
|
|
71
|
Acorns Advisers
Irvine,
California
|
$25M
|
+$1.44M
|
+64,313
|
+6%
|
|
|
72
|
Crane Advisory
Fullerton,
California
|
$24.8M
|
-$49.6M
|
-2,212,842
|
-67%
|
|
|
73
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.4M
|
+$5.7M
|
+254,255
|
+31%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$24.3M
|
+$276K
|
+12,309
|
+1%
|
|
|
75
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$22.4M
|
+$439K
|
+19,572
|
+2%
|
|
