|
26
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$31.1M
|
+$5.37M
|
+98,388
|
+21%
|
|
|
27
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$28.1M
|
+$1.4M
|
+25,637
|
+5%
|
|
|
28
|
M&T Bank
Buffalo,
New York
|
$26M
|
+$4.27M
|
+78,238
|
+20%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.7M
|
+$3.29M
|
+60,367
|
+15%
|
|
|
30
|
Morningstar Investment Services
Chicago,
Illinois
|
$24.8M
|
+$110K
|
+2,020
|
+0.4%
|
|
|
31
|
Strategic Financial Services
Utica,
New York
|
$23.7M
|
+$3.44M
|
+63,111
|
+17%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.5M
|
+$3.83M
|
+70,244
|
+20%
|
|
|
33
|
Private Ocean
San Rafael,
California
|
$21.2M
|
+$1.32M
|
+24,116
|
+7%
|
|
|
34
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$20.6M
|
+$3.26M
|
+59,792
|
+19%
|
|
|
35
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$18.7M
|
+$132K
|
+2,421
|
+0.7%
|
|
|
36
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$18.5M
|
+$4.7M
|
+86,082
|
+34%
|
|
|
37
|
|
$16.5M
|
+$16.5M
|
+302,835
|
New
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$16.2M
|
+$81.3K
|
+1,490
|
+0.5%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$15.8M
|
+$251K
|
+4,590
|
+2%
|
|
|
40
|
Meeder Asset Management
Dublin,
Ohio
|
$14M
|
+$2.41M
|
+44,236
|
+21%
|
|
|
41
|
Citadel Advisors
Miami,
Florida
|
$13.8M
|
+$13.8M
|
+253,740
|
New
|
|
|
42
|
Private Advisor Group
Morristown,
New Jersey
|
$13.6M
|
-$1.32M
|
-24,145
|
-9%
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$13.5M
|
+$5.88M
|
+107,780
|
+76%
|
|
|
44
|
Riversedge Advisors
Wilmington,
Delaware
|
$13.4M
|
+$616K
|
+11,290
|
+5%
|
|
|
45
|
Avidian Wealth Enterprises
Houston,
Texas
|
$13.3M
|
+$3.11M
|
+57,052
|
+31%
|
|
|
46
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$13.3M
|
+$5.12M
|
+93,800
|
+63%
|
|
|
47
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$12.3M
|
-$2.76M
|
-50,540
|
-18%
|
|
|
48
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.9M
|
–
|
–
|
–
|
|
|
49
|
First Ascent Asset Management
Denver,
Colorado
|
$11.6M
|
+$935K
|
+17,137
|
+9%
|
|
|
50
|
Clear Creek Financial Management
Silverdale,
Washington
|
$11.3M
|
+$9.91M
|
+181,614
|
+685%
|
|
