|
26
|
MKT Advisors
Escondido,
California
|
$8.15M
|
+$1.72M
|
+76,379
|
+27%
|
|
|
27
|
Financial Engines Advisors
Santa Clara,
California
|
$7.54M
|
-$819K
|
-36,264
|
-10%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.39M
|
+$3.92M
|
+173,871
|
+114%
|
|
|
29
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.13M
|
+$1.66M
|
+73,552
|
+30%
|
|
|
30
|
Lido Advisors
Los Angeles,
California
|
$7.09M
|
+$198K
|
+8,771
|
+3%
|
|
|
31
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$6.94M
|
-$249K
|
-11,024
|
-3%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.62M
|
+$956K
|
+42,335
|
+17%
|
|
|
33
|
Snowden Capital Advisors
New York
|
$6.32M
|
-$13.4K
|
-592
|
-0.2%
|
|
|
34
|
Central Trust Company
Jefferson City,
Missouri
|
$5.76M
|
+$551K
|
+24,417
|
+11%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$5.1M
|
+$1.63M
|
+72,406
|
+47%
|
|
|
36
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.22M
|
+$13.9K
|
+617
|
+0.3%
|
|
|
37
|
Shelton Wealth Management
Fort Worth,
Texas
|
$4.14M
|
+$1.29M
|
+57,006
|
+45%
|
|
|
38
|
Atria Wealth Solutions
New York
|
$4.07M
|
+$2.08M
|
+92,000
|
+105%
|
|
|
39
|
Keeler Thomas Management
Orem,
Utah
|
$3.95M
|
+$41.4K
|
+1,834
|
+1%
|
|
|
40
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.93M
|
+$697K
|
+30,858
|
+22%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$3.86M
|
-$1.04M
|
-46,070
|
-21%
|
|
|
42
|
Old Port Advisors
Portland,
Maine
|
$3.62M
|
+$323K
|
+14,315
|
+10%
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.49M
|
+$250K
|
+11,064
|
+8%
|
|
|
44
|
Global Retirement Partners
San Rafael,
California
|
$3.47M
|
+$5.26K
|
+233
|
+0.2%
|
|
|
45
|
Boston Family Office
Boston,
Massachusetts
|
$3.3M
|
+$1.55M
|
+68,866
|
+90%
|
|
|
46
|
Country Club Bank
Kansas City,
Missouri
|
$3.09M
|
+$62.7K
|
+2,779
|
+2%
|
|
|
47
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.07M
|
+$320K
|
+14,177
|
+12%
|
|
|
48
|
Mercer Global Advisors
Denver,
Colorado
|
$2.99M
|
+$2.79M
|
+123,424
|
+280%
|
|
|
49
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.96M
|
+$653K
|
+28,914
|
+28%
|
|
|
50
|
Asset Dedication LLC
San Francisco,
California
|
$2.89M
|
+$2.88M
|
+127,454
|
New
|
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