|
26
|
Cypress Point Wealth Management
Dallas,
Texas
|
$9.1M
|
+$1.49M
|
+31,305
|
+18%
|
|
|
27
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$8.6M
|
+$2.3M
|
+48,356
|
+33%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$8.52M
|
+$9.13M
|
+191,642
|
New
|
|
|
29
|
|
$8.4M
|
-$8.78M
|
-184,333
|
-49%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$7.74M
|
-$117K
|
-2,458
|
-1%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.36M
|
+$1.25M
|
+26,213
|
+19%
|
|
|
32
|
Country Trust Bank
Bloomington,
Illinois
|
$7.14M
|
+$134K
|
+2,810
|
+2%
|
|
|
33
|
Mason Investment Advisory Services
Reston,
Virginia
|
$7.12M
|
-$8.05K
|
-169
|
-0.1%
|
|
|
34
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.84M
|
+$110K
|
+2,305
|
+2%
|
|
|
35
|
US Bancorp
Minneapolis,
Minnesota
|
$6.46M
|
+$230K
|
+4,840
|
+3%
|
|
|
36
|
|
$6.43M
|
-$5.02M
|
-105,394
|
-42%
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.39M
|
+$956K
|
+20,076
|
+16%
|
|
|
38
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$5.75M
|
+$223K
|
+4,692
|
+4%
|
|
|
39
|
Asset Management One
Tokyo,
Japan
|
$5.62M
|
+$267K
|
+5,600
|
+5%
|
|
|
40
|
Bank of New York Mellon
New York
|
$5.61M
|
+$324K
|
+6,807
|
+6%
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$5.61M
|
-$105K
|
-2,197
|
-2%
|
|
|
42
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.51M
|
+$332K
|
+6,967
|
+6%
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.28M
|
+$1.36M
|
+28,486
|
+32%
|
|
|
44
|
Traveka Wealth
Los Altos,
California
|
$5.25M
|
-$167K
|
-3,499
|
-3%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.16M
|
-$291K
|
-6,102
|
-5%
|
|
|
46
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$5.13M
|
+$307K
|
+6,439
|
+6%
|
|
|
47
|
Amicus Financial Advisors
Lubbock,
Texas
|
$4.92M
|
-$16.6K
|
-348
|
-0.3%
|
|
|
48
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.91M
|
+$219K
|
+4,598
|
+4%
|
|
|
49
|
Financial Alternatives
La Jolla,
California
|
$4.64M
|
+$251K
|
+5,261
|
+5%
|
|
|
50
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.64M
|
+$208K
|
+4,375
|
+4%
|
|
