|
26
|
Creative Planning
Overland Park,
Kansas
|
$140M
|
-$8.32M
|
-69,734
|
-6%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$132M
|
+$611K
|
+5,121
|
+0.5%
|
|
|
28
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$129M
|
-$10.2M
|
-85,457
|
-7%
|
|
|
29
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$129M
|
+$11.5M
|
+96,090
|
+10%
|
|
|
30
|
Facet Wealth Inc
Baltimore,
Maryland
|
$125M
|
+$9.94M
|
+83,363
|
+9%
|
|
|
31
|
Focus Partners Wealth
Boston,
Massachusetts
|
$114M
|
+$2.91M
|
+24,436
|
+3%
|
|
|
32
|
Clarity Financial
Houston,
Texas
|
$109M
|
-$52.2M
|
-437,743
|
-32%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$106M
|
+$11.5M
|
+96,515
|
+12%
|
|
|
34
|
Evergreen Capital Management
Bellevue,
Washington
|
$88.6M
|
-$190K
|
-1,591
|
-0.2%
|
|
|
35
|
Cantor Fitzgerald Investment Advisors
New York
|
$85.4M
|
+$32.5M
|
+272,675
|
+61%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$80.1M
|
-$3.92M
|
-32,878
|
-5%
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$76.3M
|
-$93.8K
|
-786
|
-0.1%
|
|
|
38
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$75.8M
|
+$2.93M
|
+24,547
|
+4%
|
|
|
39
|
SNS Financial Group
Minneapolis,
Minnesota
|
$73M
|
+$2.15M
|
+17,994
|
+3%
|
|
|
40
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$62.5M
|
+$5.88M
|
+49,286
|
+10%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$58.1M
|
+$23M
|
+193,103
|
+65%
|
|
|
42
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$57.8M
|
+$2.23M
|
+18,689
|
+4%
|
|
|
43
|
Victory Capital Management
San Antonio,
Texas
|
$56.7M
|
+$1.72M
|
+14,406
|
+3%
|
|
|
44
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$56.4M
|
-$10.3M
|
-86,668
|
-15%
|
|
|
45
|
Waverly Advisors
Birmingham,
Alabama
|
$54M
|
-$1.33M
|
-11,111
|
-2%
|
|
|
46
|
|
$53.6M
|
+$28.8M
|
+241,255
|
+115%
|
|
|
47
|
Bank of New York Mellon
New York
|
$53.1M
|
+$4.17M
|
+34,954
|
+8%
|
|
|
48
|
Curi RMB Capital
Chicago,
Illinois
|
$48.9M
|
+$1.53M
|
+12,843
|
+3%
|
|
|
49
|
TD Private Client Wealth
New York
|
$48.7M
|
-$359K
|
-3,008
|
-0.7%
|
|
|
50
|
University of Illinois Foundation
Champaign,
Illinois
|
$48.7M
|
+$49M
|
+410,500
|
New
|
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