|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.5M
|
-$24.4M
|
-833,180
|
-36%
|
|
|
27
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$41.3M
|
+$5.94M
|
+203,108
|
+17%
|
|
|
28
|
Castleark Management
Chicago,
Illinois
|
$38.9M
|
–
|
–
|
–
|
|
|
29
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$38.2M
|
+$6.2M
|
+212,060
|
+19%
|
|
|
30
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$38M
|
+$3.93M
|
+134,514
|
+12%
|
|
|
31
|
|
$37.8M
|
+$8.1M
|
+276,833
|
+27%
|
|
|
32
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$33.6M
|
+$30.8M
|
+1,054,677
|
+1,084%
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32.4M
|
-$9.74M
|
-332,850
|
-23%
|
|
|
34
|
AssetMark Inc
Concord,
California
|
$31.9M
|
+$10.5M
|
+358,356
|
+49%
|
|
|
35
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$31.3M
|
+$2.6M
|
+88,800
|
+9%
|
|
|
36
|
Equitable Holdings
New York
|
$30.4M
|
+$9.97M
|
+340,883
|
+49%
|
|
|
37
|
Creative Financial Designs
Kokomo,
Indiana
|
$30.1M
|
+$911K
|
+31,153
|
+3%
|
|
|
38
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$29.4M
|
+$4.39M
|
+149,964
|
+17%
|
|
|
39
|
Impact Partnership Wealth
Marietta,
Georgia
|
$29.2M
|
+$1.93M
|
+65,868
|
+7%
|
|
|
40
|
Crane Advisory
Fullerton,
California
|
$28.8M
|
+$293K
|
+10,010
|
+1%
|
|
|
41
|
Raymond James Financial
St Petersburg,
Florida
|
$25.9M
|
-$927K
|
-31,700
|
-3%
|
|
|
42
|
Focus Partners Wealth
Boston,
Massachusetts
|
$25.7M
|
+$5.17M
|
+176,689
|
+25%
|
|
|
43
|
|
$25.7M
|
+$3.75M
|
+128,318
|
+17%
|
|
|
44
|
Nelson Capital Management
Menlo Park,
California
|
$25.7M
|
+$435K
|
+14,877
|
+2%
|
|
|
45
|
Park Avenue Securities
New York
|
$25.1M
|
-$481K
|
-16,443
|
-2%
|
|
|
46
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$24.8M
|
+$825K
|
+28,203
|
+3%
|
|
|
47
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23.8M
|
-$2.77M
|
-94,620
|
-10%
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$22.7M
|
+$1.43M
|
+48,985
|
+7%
|
|
|
49
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$22.3M
|
+$10.2M
|
+348,600
|
+84%
|
|
|
50
|
Evergreen Capital Management
Bellevue,
Washington
|
$21.3M
|
-$849K
|
-29,019
|
-4%
|
|
