|
26
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$38.9M
|
+$726K
|
+11,801
|
+2%
|
|
|
27
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$36M
|
+$5.97M
|
+97,078
|
+20%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.3M
|
-$3.34M
|
-54,331
|
-9%
|
|
|
29
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$31.8M
|
+$1.8M
|
+29,192
|
+6%
|
|
|
30
|
Keystone Wealth Partners
Chandler,
Arizona
|
$30.6M
|
+$523K
|
+8,502
|
+2%
|
|
|
31
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$30.2M
|
-$126K
|
-2,052
|
-0.4%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.2M
|
-$933K
|
-15,172
|
-3%
|
|
|
33
|
Renaissance Technologies
New York
|
$24.3M
|
+$8.91M
|
+144,887
|
+58%
|
|
|
34
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$24.2M
|
-$1.81M
|
-29,388
|
-7%
|
|
|
35
|
Franklin Resources
San Mateo,
California
|
$23.2M
|
+$80K
|
+1,301
|
+0.3%
|
|
|
36
|
Cordant Inc
Portland,
Oregon
|
$22.5M
|
+$316K
|
+5,134
|
+1%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.5M
|
+$444K
|
+7,220
|
+2%
|
|
|
38
|
Valeo Financial Advisors
Carmel,
Indiana
|
$22.4M
|
+$12M
|
+194,439
|
+114%
|
|
|
39
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$22.3M
|
+$4.18K
|
+68
|
+0%
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$21.6M
|
+$5.61M
|
+91,251
|
+35%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$20.2M
|
+$515K
|
+8,376
|
+3%
|
|
|
42
|
Mercer Global Advisors
Denver,
Colorado
|
$20.1M
|
+$20.1M
|
+327,086
|
New
|
|
|
43
|
Nomura Asset Management
Tokyo,
Japan
|
$20M
|
-$42.4M
|
-688,700
|
-68%
|
|
|
44
|
M&T Bank
Buffalo,
New York
|
$19.4M
|
-$415K
|
-6,750
|
-2%
|
|
|
45
|
Winch Advisory Services
Appleton,
Wisconsin
|
$19.2M
|
+$3.1M
|
+50,334
|
+19%
|
|
|
46
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$17.2M
|
-$178K
|
-2,900
|
-1%
|
|
|
47
|
Spire Wealth Management
Mclean,
Virginia
|
$17M
|
+$690K
|
+11,224
|
+4%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$16.7M
|
+$492K
|
+7,998
|
+3%
|
|
|
49
|
HighTower Advisors
Chicago,
Illinois
|
$16.3M
|
+$2.58M
|
+41,913
|
+19%
|
|
|
50
|
Titan Managers
Scottsdale,
Arizona
|
$15.4M
|
–
|
–
|
–
|
|
