|
26
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$26.6M
|
-$402K
|
-7,550
|
-2%
|
|
|
27
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$25.6M
|
+$25.2M
|
+472,263
|
New
|
|
|
28
|
Garde Capital
Seattle,
Washington
|
$25.4M
|
+$677K
|
+12,709
|
+3%
|
|
|
29
|
Morningstar Investment Services
Chicago,
Illinois
|
$24.5M
|
+$2.62M
|
+49,196
|
+12%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.3M
|
-$33M
|
-620,319
|
-60%
|
|
|
31
|
M&T Bank
Buffalo,
New York
|
$21.6M
|
+$252K
|
+4,726
|
+1%
|
|
|
32
|
US Bancorp
Minneapolis,
Minnesota
|
$20.3M
|
+$5.32M
|
+99,795
|
+36%
|
|
|
33
|
Strategic Financial Services
Utica,
New York
|
$20.1M
|
+$920K
|
+17,260
|
+5%
|
|
|
34
|
Private Ocean
San Rafael,
California
|
$19.7M
|
+$6.16M
|
+115,662
|
+46%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.6M
|
-$161K
|
-3,016
|
-0.9%
|
|
|
36
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$18.4M
|
+$675K
|
+12,660
|
+4%
|
|
|
37
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$17.3M
|
+$858K
|
+16,104
|
+5%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$16M
|
-$1.71M
|
-32,082
|
-10%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$15.5M
|
-$5.59M
|
-104,998
|
-27%
|
|
|
40
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$15M
|
+$6.92M
|
+129,799
|
+89%
|
|
|
41
|
Private Advisor Group
Morristown,
New Jersey
|
$14.9M
|
+$2.28M
|
+42,714
|
+18%
|
|
|
42
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$13.8M
|
+$2.12M
|
+39,763
|
+19%
|
|
|
43
|
Renaissance Technologies
New York
|
$13M
|
+$12.8M
|
+239,395
|
New
|
|
|
44
|
Bank of New York Mellon
New York
|
$12.9M
|
+$8.63M
|
+161,998
|
+215%
|
|
|
45
|
Riversedge Advisors
Wilmington,
Delaware
|
$12.7M
|
+$3.4M
|
+63,724
|
+37%
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.9M
|
–
|
–
|
–
|
|
|
47
|
Meeder Asset Management
Dublin,
Ohio
|
$11.5M
|
+$2.77M
|
+51,940
|
+32%
|
|
|
48
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.9M
|
+$2.84M
|
+53,379
|
+36%
|
|
|
49
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$10.9M
|
+$391K
|
+7,331
|
+4%
|
|
|
50
|
First Ascent Asset Management
Denver,
Colorado
|
$10.6M
|
-$30.7K
|
-576
|
-0.3%
|
|
