|
26
|
Cercano Management
Bellevue,
Washington
|
$15.1M
|
–
|
–
|
–
|
|
|
27
|
|
$14.7M
|
+$6.08M
|
+126,607
|
+71%
|
|
|
28
|
|
$14.1M
|
-$1.55M
|
-32,323
|
-10%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
-$567K
|
-11,807
|
-4%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
-$332K
|
-6,926
|
-3%
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.9M
|
+$79.9K
|
+1,665
|
+0.7%
|
|
|
32
|
SEI Investments
Oaks,
Pennsylvania
|
$11.8M
|
-$717K
|
-14,947
|
-6%
|
|
|
33
|
TD Private Client Wealth
New York
|
$11.4M
|
-$381K
|
-7,946
|
-3%
|
|
|
34
|
Raymond James Financial
St Petersburg,
Florida
|
$11.3M
|
-$305K
|
-6,363
|
-3%
|
|
|
35
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$10.7M
|
-$1.34M
|
-27,830
|
-11%
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$9.49M
|
-$759K
|
-15,807
|
-7%
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$9.02M
|
+$20.5K
|
+427
|
+0.2%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$8.71M
|
-$1.27M
|
-26,420
|
-13%
|
|
|
39
|
Symmetry Partners
Glastonbury,
Connecticut
|
$8.47M
|
+$517K
|
+10,775
|
+7%
|
|
|
40
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$8.17M
|
+$455K
|
+9,473
|
+6%
|
|
|
41
|
Empirical Wealth Management
Seattle,
Washington
|
$7.65M
|
+$817K
|
+17,030
|
+12%
|
|
|
42
|
|
$7.61M
|
+$7.61M
|
+158,658
|
New
|
|
|
43
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$7.49M
|
+$804K
|
+16,754
|
+12%
|
|
|
44
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7.04M
|
+$948K
|
+19,754
|
+16%
|
|
|
45
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$6.86M
|
+$543K
|
+11,321
|
+9%
|
|
|
46
|
|
$6.86M
|
-$36.9K
|
-769
|
-0.5%
|
|
|
47
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$6.15M
|
+$86.4K
|
+1,800
|
+1%
|
|
|
48
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$6.11M
|
+$314K
|
+6,538
|
+5%
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6M
|
+$388K
|
+8,080
|
+7%
|
|
|
50
|
Farther Finance Advisors
San Francisco,
California
|
$5.91M
|
-$50.5K
|
-1,052
|
-0.8%
|
|
