|
51
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$28.8M
|
+$3.94M
|
+41,031
|
+15%
|
|
|
52
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$28.7M
|
-$328K
|
-3,409
|
-1%
|
|
|
53
|
Callan Family Office
Radnor,
Pennsylvania
|
$26.6M
|
-$451K
|
-4,692
|
-2%
|
|
|
54
|
Lido Advisors
Los Angeles,
California
|
$26.2M
|
-$4.27M
|
-44,435
|
-14%
|
|
|
55
|
Beacon Pointe Advisors
Newport Beach,
California
|
$26M
|
+$4.42M
|
+45,973
|
+20%
|
|
|
56
|
Commerce Bank
Kansas City,
Missouri
|
$25.8M
|
-$1.34M
|
-13,936
|
-5%
|
|
|
57
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$25.5M
|
-$10.2M
|
-105,893
|
-28%
|
|
|
58
|
Clearstead Advisors
Cleveland,
Ohio
|
$23.6M
|
+$77.4K
|
+805
|
+0.3%
|
|
|
59
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$22.1M
|
+$1.61M
|
+16,738
|
+8%
|
|
|
60
|
Mariner
Overland Park,
Kansas
|
$22M
|
+$3.92M
|
+40,795
|
+21%
|
|
|
61
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21.4M
|
+$5.49M
|
+57,079
|
+33%
|
|
|
62
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$20.5M
|
-$277K
|
-2,882
|
-1%
|
|
|
63
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$20.2M
|
+$1.03M
|
+10,715
|
+5%
|
|
|
64
|
TIAA Wealth Investment Management
New York
|
$19M
|
+$19.9M
|
+206,738
|
New
|
|
|
65
|
Balentine LLC
Atlanta,
Georgia
|
$16.9M
|
-$867K
|
-9,020
|
-5%
|
|
|
66
|
M&T Bank
Buffalo,
New York
|
$16.4M
|
-$9.51M
|
-98,903
|
-36%
|
|
|
67
|
Arrowroot Family Office
Marina Del Rey,
California
|
$16.3M
|
+$769K
|
+8,004
|
+5%
|
|
|
68
|
New York Life Investment Management
New York
|
$15.5M
|
-$5.14M
|
-53,485
|
-24%
|
|
|
69
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.4M
|
+$8.16M
|
+84,902
|
+108%
|
|
|
70
|
CIBC Bancorp USA
Chicago,
Illinois
|
$15M
|
+$15.4M
|
+160,278
|
New
|
|
|
71
|
Kestra Advisory Services
Austin,
Texas
|
$13.9M
|
+$1.88M
|
+19,583
|
+15%
|
|
|
72
|
First National Bank of Omaha
Omaha,
Nebraska
|
$13.6M
|
+$2.61M
|
+27,140
|
+22%
|
|
|
73
|
FourThought Financial Partners
Venice,
Florida
|
$13.1M
|
-$246K
|
-2,558
|
-2%
|
|
|
74
|
Allworth Financial
Folsom,
California
|
$12.5M
|
-$533K
|
-5,549
|
-4%
|
|
|
75
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$12.3M
|
+$1.66M
|
+17,317
|
+15%
|
|
