|
26
|
Parcion Private Wealth
Bellevue,
Washington
|
$16.3M
|
-$53.9M
|
-627,162
|
-75%
|
|
|
27
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$15.8M
|
+$987K
|
+11,472
|
+6%
|
|
|
28
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$15.5M
|
+$555K
|
+6,458
|
+3%
|
|
|
29
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$15.3M
|
-$1.54M
|
-17,915
|
-8%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.3M
|
+$4.49M
|
+52,198
|
+37%
|
|
|
31
|
KWB Wealth
Redlands,
California
|
$13.8M
|
-$704K
|
-8,187
|
-5%
|
|
|
32
|
Jones Financial Companies
Des Peres,
Missouri
|
$13.4M
|
+$4.35M
|
+50,619
|
+43%
|
|
|
33
|
Mariner
Overland Park,
Kansas
|
$13.1M
|
-$194K
|
-2,255
|
-1%
|
|
|
34
|
Cary Street Partners
Richmond,
Virginia
|
$12.7M
|
-$223K
|
-2,587
|
-2%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$11.8M
|
+$67.3K
|
+782
|
+0.5%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$11.5M
|
-$1.25M
|
-14,573
|
-9%
|
|
|
37
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$11.3M
|
-$1.34M
|
-15,573
|
-10%
|
|
|
38
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$11.3M
|
-$8.1M
|
-94,119
|
-40%
|
|
|
39
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$11.2M
|
+$632K
|
+7,343
|
+5%
|
|
|
40
|
Signet Financial Management
Parsippany,
New Jersey
|
$10.4M
|
-$1.55M
|
-18,000
|
-12%
|
|
|
41
|
SFG Wealth Management
Towson,
Maryland
|
$10.4M
|
+$533K
|
+6,200
|
+5%
|
|
|
42
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.3M
|
+$4.54M
|
+52,797
|
+68%
|
|
|
43
|
Balanced Wealth Group
Westlake,
Ohio
|
$9.51M
|
-$310K
|
-3,600
|
-3%
|
|
|
44
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$8.87M
|
-$460K
|
-5,350
|
-5%
|
|
|
45
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.41M
|
-$147K
|
-1,704
|
-2%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.88M
|
-$657K
|
-7,641
|
-7%
|
|
|
47
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$7.8M
|
+$227K
|
+2,642
|
+3%
|
|
|
48
|
TownSquare Capital
Provo,
Utah
|
$7.48M
|
+$422K
|
+4,902
|
+5%
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
$7.33M
|
-$28K
|
-325
|
-0.4%
|
|
|
50
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.51M
|
+$93.8K
|
+1,090
|
+1%
|
|
