|
26
|
SVB Wealth
Boston,
Massachusetts
|
$40.6M
|
-$10M
|
-327,768
|
-20%
|
|
|
27
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$37.8M
|
+$4.64M
|
+151,719
|
+14%
|
|
|
28
|
KeyBank National Association
Cleveland,
Ohio
|
$36.8M
|
-$1.59M
|
-51,917
|
-4%
|
|
|
29
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$33.9M
|
+$2.7M
|
+88,340
|
+9%
|
|
|
30
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$33.6M
|
-$911K
|
-29,808
|
-3%
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.2M
|
+$31.6M
|
+1,033,679
|
New
|
|
|
32
|
SP Asset Management
Cupertino,
California
|
$30.2M
|
-$2.63M
|
-85,883
|
-8%
|
|
|
33
|
Stephens Inc
Little Rock,
Arkansas
|
$27.7M
|
-$709K
|
-23,197
|
-2%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.4M
|
+$2.99M
|
+97,817
|
+13%
|
|
|
35
|
Insight Wealth Strategies
San Ramon,
California
|
$26.1M
|
+$390K
|
+12,756
|
+1%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.5M
|
-$869K
|
-28,425
|
-3%
|
|
|
37
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$24M
|
-$2.92M
|
-95,440
|
-11%
|
|
|
38
|
Welch & Forbes
Boston,
Massachusetts
|
$22.2M
|
-$1.52M
|
-49,630
|
-6%
|
|
|
39
|
Congress Wealth Management
Boston,
Massachusetts
|
$21.2M
|
-$25.3K
|
-829
|
-0.1%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.7M
|
+$1.43M
|
+46,874
|
+7%
|
|
|
41
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$19.3M
|
+$993K
|
+32,474
|
+5%
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.3M
|
-$7.03M
|
-230,077
|
-27%
|
|
|
43
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$18.4M
|
+$447K
|
+14,639
|
+2%
|
|
|
44
|
|
$18.2M
|
-$7.96M
|
-260,375
|
-30%
|
|
|
45
|
Cetera Advisor Networks
El Segundo,
California
|
$17.7M
|
+$271K
|
+8,865
|
+2%
|
|
|
46
|
Country Trust Bank
Bloomington,
Illinois
|
$17.2M
|
–
|
–
|
–
|
|
|
47
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$17.1M
|
–
|
–
|
–
|
|
|
48
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$17M
|
+$536K
|
+17,545
|
+3%
|
|
|
49
|
Stifel Financial
St. Louis,
Missouri
|
$17M
|
-$10K
|
-328
|
-0.1%
|
|
|
50
|
HighTower Advisors
Chicago,
Illinois
|
$16.4M
|
+$291K
|
+9,535
|
+2%
|
|
