|
26
|
Bank of America
Charlotte,
North Carolina
|
$31.9M
|
-$670K
|
-6,666
|
-2%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$30.9M
|
+$4.96M
|
+49,282
|
+20%
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30.7M
|
-$4.91M
|
-48,811
|
-14%
|
|
|
29
|
|
$30.5M
|
+$2.31M
|
+23,017
|
+8%
|
|
|
30
|
Fusion Family Wealth
Woodbury,
New York
|
$29.5M
|
-$1.62M
|
-16,139
|
-5%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$28.6M
|
+$1.39M
|
+13,872
|
+5%
|
|
|
32
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$26.7M
|
-$1.46M
|
-14,479
|
-5%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$26.4M
|
+$46.8M
|
+465,062
|
New
|
|
|
34
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$26.1M
|
+$968K
|
+9,627
|
+4%
|
|
|
35
|
Empirical Wealth Management
Seattle,
Washington
|
$25M
|
+$2.24M
|
+22,258
|
+10%
|
|
|
36
|
Apella Capital
West Hartford,
Connecticut
|
$22.6M
|
+$2.26M
|
+22,442
|
+11%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$20.1M
|
+$1.78M
|
+17,721
|
+10%
|
|
|
38
|
PrairieView Partners
St. Paul,
Minnesota
|
$19M
|
+$894K
|
+8,887
|
+5%
|
|
|
39
|
|
$18.4M
|
-$241K
|
-2,392
|
-1%
|
|
|
40
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$18.4M
|
+$406K
|
+4,040
|
+2%
|
|
|
41
|
Commerce Bank
Kansas City,
Missouri
|
$18.1M
|
-$938K
|
-9,325
|
-5%
|
|
|
42
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$17.8M
|
+$2.79M
|
+27,746
|
+19%
|
|
|
43
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.3M
|
+$536K
|
+5,327
|
+3%
|
|
|
44
|
Mather Group
Chicago,
Illinois
|
$16.6M
|
-$1.04M
|
-10,376
|
-6%
|
|
|
45
|
Vontobel Holding
Zurich,
Switzerland
|
$15.9M
|
+$503K
|
+5,000
|
+3%
|
|
|
46
|
Falcon Wealth Planning
Ontario,
California
|
$15.9M
|
+$1.27M
|
+12,654
|
+9%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.4M
|
+$3.02M
|
+30,009
|
+25%
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
-$2.32M
|
-23,103
|
-13%
|
|
|
49
|
SVB Wealth
Boston,
Massachusetts
|
$15M
|
+$1.49M
|
+14,849
|
+11%
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$14.1M
|
+$2.25M
|
+22,423
|
+20%
|
|
