|
26
|
SoFi Wealth
San Francisco,
California
|
$11.1M
|
+$981K
|
+42,185
|
+10%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$11M
|
-$2.45M
|
-105,120
|
-18%
|
|
|
28
|
IHT Wealth Management
Chicago,
Illinois
|
$9.34M
|
+$1.56M
|
+66,969
|
+20%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.12M
|
-$429K
|
-18,459
|
-4%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$8.76M
|
-$534K
|
-22,943
|
-6%
|
|
|
31
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.62M
|
+$1.06M
|
+45,539
|
+14%
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$8.27M
|
-$16.7K
|
-719
|
-0.2%
|
|
|
33
|
US Bancorp
Minneapolis,
Minnesota
|
$7.91M
|
+$768K
|
+32,993
|
+11%
|
|
|
34
|
Goodman Advisory Group
Needham,
Massachusetts
|
$7.46M
|
+$3.51M
|
+150,778
|
+88%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.4M
|
+$1.45M
|
+62,209
|
+24%
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$6.78M
|
+$1.15M
|
+49,484
|
+20%
|
|
|
37
|
Renaissance Technologies
New York
|
$6.7M
|
-$3.31M
|
-142,330
|
-33%
|
|
|
38
|
Comerica Bank
Dallas,
Texas
|
$6.22M
|
+$66K
|
+2,838
|
+1%
|
|
|
39
|
Tortoise Investment Management
White Plains,
New York
|
$6M
|
-$138K
|
-5,925
|
-2%
|
|
|
40
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$5.73M
|
-$1.92M
|
-82,323
|
-25%
|
|
|
41
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$5.66M
|
-$9.45K
|
-406
|
-0.2%
|
|
|
42
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.39M
|
-$819K
|
-35,197
|
-13%
|
|
|
43
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.14M
|
+$1.04M
|
+44,664
|
+25%
|
|
|
44
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.14M
|
-$591K
|
-25,421
|
-10%
|
|
|
45
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$5.02M
|
-$220K
|
-9,450
|
-4%
|
|
|
46
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.95M
|
-$182K
|
-7,802
|
-4%
|
|
|
47
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$4.69M
|
+$387K
|
+16,616
|
+9%
|
|
|
48
|
1900 Wealth Management
San Antonio,
Texas
|
$4.41M
|
+$86.6K
|
+3,721
|
+2%
|
|
|
49
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.34M
|
+$151K
|
+6,498
|
+4%
|
|
|
50
|
Petix & Botte Financial
La Mesa,
California
|
$4.23M
|
+$172K
|
+7,390
|
+4%
|
|
