|
26
|
Avion Wealth
The Woodlands,
Texas
|
$33.7M
|
-$3.89M
|
-62,649
|
-10%
|
|
|
27
|
BOK Financial Private Wealth
Denver,
Colorado
|
$33.2M
|
-$22.6M
|
-363,970
|
-40%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.7M
|
-$9.97M
|
-160,411
|
-23%
|
|
|
29
|
AdvicePeriod
Los Angeles,
California
|
$32.6M
|
+$12.9M
|
+206,978
|
+65%
|
|
|
30
|
|
$30.4M
|
+$68.9K
|
+1,109
|
+0.2%
|
|
|
31
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$28.5M
|
+$3.63M
|
+58,496
|
+15%
|
|
|
32
|
6 Meridian
Wichita,
Kansas
|
$28.4M
|
+$1.89M
|
+30,494
|
+7%
|
|
|
33
|
Cypress Capital
Franklin,
Tennessee
|
$26.1M
|
-$604K
|
-9,721
|
-2%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.7M
|
-$25.5M
|
-410,353
|
-51%
|
|
|
35
|
Praetorian Wealth Management
Carmel,
California
|
$24.2M
|
+$590K
|
+9,500
|
+2%
|
|
|
36
|
Franklin Resources
San Mateo,
California
|
$23.6M
|
+$3.08M
|
+49,554
|
+15%
|
|
|
37
|
Winch Advisory Services
Appleton,
Wisconsin
|
$23.3M
|
+$7.58M
|
+121,957
|
+48%
|
|
|
38
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$23.3M
|
–
|
–
|
–
|
|
|
39
|
Waller Financial Planning Group
Columbus,
Ohio
|
$21.9M
|
-$1.2M
|
-19,339
|
-5%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.5M
|
+$1.21M
|
+19,420
|
+6%
|
|
|
41
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$20.2M
|
+$1.45M
|
+23,405
|
+8%
|
|
|
42
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$19.7M
|
+$15.2M
|
+244,081
|
New
|
|
|
43
|
Cordant Inc
Portland,
Oregon
|
$19.7M
|
+$1M
|
+16,155
|
+5%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$19.5M
|
-$82K
|
-1,320
|
-0.4%
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.9M
|
+$8.24M
|
+132,665
|
+77%
|
|
|
46
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$18.7M
|
+$16M
|
+256,966
|
+582%
|
|
|
47
|
Financial Advocates Investment Management
Olympia,
Washington
|
$18.5M
|
-$922K
|
-14,842
|
-5%
|
|
|
48
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$18.3M
|
+$7.82M
|
+125,901
|
+74%
|
|
|
49
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$17.9M
|
+$646K
|
+10,390
|
+4%
|
|
|
50
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.9M
|
+$16.9M
|
+272,517
|
New
|
|
