|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.8M
|
+$9.23M
|
+166,898
|
+25%
|
|
|
27
|
Altium Wealth Management
Purchase,
New York
|
$45.7M
|
+$2.42M
|
+43,774
|
+6%
|
|
|
28
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$44.2M
|
-$548K
|
-9,913
|
-1%
|
|
|
29
|
Regions Financial Corp
Birmingham,
Alabama
|
$41.3M
|
+$41.7M
|
+753,974
|
New
|
|
|
30
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$37.9M
|
+$38.2M
|
+691,306
|
New
|
|
|
31
|
Morningstar Investment Services
Chicago,
Illinois
|
$37.3M
|
+$3.55M
|
+64,221
|
+10%
|
|
|
32
|
Private Ocean
San Rafael,
California
|
$35.1M
|
+$3.7M
|
+66,960
|
+12%
|
|
|
33
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$34M
|
+$162K
|
+2,935
|
+0.5%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.2M
|
+$2.47M
|
+44,715
|
+8%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$32.1M
|
+$3.99M
|
+72,250
|
+14%
|
|
|
36
|
Avidian Wealth Enterprises
Houston,
Texas
|
$31.5M
|
-$620K
|
-11,204
|
-2%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$31.4M
|
+$29.8M
|
+539,550
|
+1,559%
|
|
|
38
|
Parametric Portfolio Associates
Seattle,
Washington
|
$31.1M
|
+$29.5M
|
+533,770
|
+1,547%
|
|
|
39
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$30.8M
|
+$2.01M
|
+36,410
|
+7%
|
|
|
40
|
American Century Companies
Kansas City,
Missouri
|
$29.4M
|
+$29.7M
|
+536,600
|
New
|
|
|
41
|
Meeder Asset Management
Dublin,
Ohio
|
$28.1M
|
+$3.25M
|
+58,705
|
+13%
|
|
|
42
|
|
$27.4M
|
+$4.64M
|
+83,901
|
+20%
|
|
|
43
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$24M
|
-$742K
|
-13,421
|
-3%
|
|
|
44
|
Strategic Financial Services
Utica,
New York
|
$23M
|
-$26.5K
|
-479
|
-0.1%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$22.1M
|
+$1.57M
|
+28,352
|
+8%
|
|
|
46
|
First Ascent Asset Management
Denver,
Colorado
|
$21.8M
|
+$1.81M
|
+32,647
|
+9%
|
|
|
47
|
M&T Bank
Buffalo,
New York
|
$20.4M
|
+$811K
|
+14,673
|
+4%
|
|
|
48
|
Riversedge Advisors
Wilmington,
Delaware
|
$20M
|
+$2.25M
|
+40,628
|
+13%
|
|
|
49
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20M
|
+$18.5M
|
+335,370
|
+1,156%
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
$18.6M
|
+$4.15M
|
+74,984
|
+28%
|
|
