|
26
|
Level Four Advisory Services
Dallas,
Texas
|
$11.2M
|
+$3.32M
|
+100,399
|
+42%
|
|
|
27
|
State Street
Boston,
Massachusetts
|
$10.8M
|
-$3.27M
|
-99,056
|
-23%
|
|
|
28
|
Private Wealth Group
Tampa,
Florida
|
$9.74M
|
-$796K
|
-24,093
|
-8%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.58M
|
+$2.1M
|
+63,439
|
+28%
|
|
|
30
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.42M
|
-$12.6M
|
-380,158
|
-57%
|
|
|
31
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$8.93M
|
-$492K
|
-14,892
|
-5%
|
|
|
32
|
Renaissance Technologies
New York
|
$8.45M
|
+$4.47M
|
+135,211
|
+112%
|
|
|
33
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$8.43M
|
+$2.46M
|
+74,563
|
+41%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$8.39M
|
+$8.39M
|
+253,817
|
New
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.12M
|
-$1.83M
|
-55,321
|
-18%
|
|
|
36
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.93M
|
-$229K
|
-6,926
|
-3%
|
|
|
37
|
IFS Advisors
Overland Park,
Kansas
|
$6.81M
|
+$6.81M
|
+205,952
|
New
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$6.81M
|
-$110K
|
-3,331
|
-2%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.75M
|
-$359K
|
-10,857
|
-5%
|
|
|
40
|
|
$6.75M
|
+$4.74M
|
+143,284
|
+236%
|
|
|
41
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.65M
|
+$407K
|
+12,312
|
+7%
|
|
|
42
|
Strategic Financial Partners
Bend,
Oregon
|
$6.35M
|
-$6.11M
|
-184,764
|
-49%
|
|
|
43
|
Avantax Advisory Services
Dallas,
Texas
|
$5.88M
|
+$2.16M
|
+65,375
|
+58%
|
|
|
44
|
First Horizon Corporation
Memphis,
Tennessee
|
$5.87M
|
-$168K
|
-5,078
|
-3%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$5.58M
|
+$1.92M
|
+58,011
|
+52%
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.09M
|
-$7.35M
|
-222,424
|
-59%
|
|
|
47
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.79M
|
-$8.42M
|
-254,850
|
-64%
|
|
|
48
|
Bank of New York Mellon
New York
|
$4.75M
|
+$4.75M
|
+143,694
|
New
|
|
|
49
|
Cardan Capital Partners
Denver,
Colorado
|
$4.58M
|
-$604K
|
-18,275
|
-12%
|
|
|
50
|
MA Private Wealth
San Carlos,
California
|
$4.43M
|
+$585K
|
+17,700
|
+15%
|
|
