|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.1M
|
+$4.91M
|
+79,861
|
+15%
|
|
|
27
|
Nomura Asset Management
Tokyo,
Japan
|
$35.7M
|
+$15.7M
|
+255,900
|
+79%
|
|
|
28
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$34.5M
|
-$1.46M
|
-23,816
|
-4%
|
|
|
29
|
Keystone Wealth Partners
Chandler,
Arizona
|
$32.9M
|
+$2.38M
|
+38,665
|
+8%
|
|
|
30
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$32.4M
|
+$652K
|
+10,610
|
+2%
|
|
|
31
|
Valeo Financial Advisors
Carmel,
Indiana
|
$29.7M
|
+$7.27M
|
+118,269
|
+32%
|
|
|
32
|
Cypress Capital
Franklin,
Tennessee
|
$27M
|
+$27.1M
|
+440,294
|
New
|
|
|
33
|
Winch Advisory Services
Appleton,
Wisconsin
|
$26.4M
|
+$7.24M
|
+117,814
|
+38%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$26.4M
|
+$4.77M
|
+77,516
|
+22%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.1M
|
-$2.1M
|
-34,233
|
-7%
|
|
|
36
|
Cordant Inc
Portland,
Oregon
|
$25.5M
|
+$3M
|
+48,774
|
+13%
|
|
|
37
|
Franklin Resources
San Mateo,
California
|
$23.5M
|
+$367K
|
+5,975
|
+2%
|
|
|
38
|
6 Meridian
Wichita,
Kansas
|
$22.6M
|
+$7.44M
|
+121,084
|
+49%
|
|
|
39
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$22.4M
|
+$42.3K
|
+688
|
+0.2%
|
|
|
40
|
Merriman Wealth Management
Seattle,
Washington
|
$19.9M
|
+$19.9M
|
+324,363
|
New
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$19.9M
|
-$279K
|
-4,544
|
-1%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$19.5M
|
+$3.21M
|
+52,175
|
+20%
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.4M
|
-$3.11M
|
-50,577
|
-14%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$19.2M
|
-$882K
|
-14,351
|
-4%
|
|
|
45
|
Oak Harvest Investment Services
Houston,
Texas
|
$18.8M
|
+$3.66M
|
+59,540
|
+24%
|
|
|
46
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$18.6M
|
+$10.2M
|
+166,092
|
+121%
|
|
|
47
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$18.3M
|
+$17.6M
|
+285,935
|
+2,325%
|
|
|
48
|
Pure Financial Advisors
San Diego,
California
|
$18M
|
+$4.37M
|
+71,087
|
+32%
|
|
|
49
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$18M
|
+$5.38M
|
+87,575
|
+43%
|
|
|
50
|
M&T Bank
Buffalo,
New York
|
$18M
|
-$1.46M
|
-23,727
|
-8%
|
|
