|
51
|
Regions Financial Corp
Birmingham,
Alabama
|
$50.7M
|
+$1.27M
|
+25,560
|
+2%
|
|
|
52
|
Meeder Advisory Services
Dublin,
Ohio
|
$47.6M
|
-$3.59M
|
-72,534
|
-7%
|
|
|
53
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$47.2M
|
+$25.5M
|
+513,754
|
+110%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.1M
|
-$969K
|
-19,554
|
-2%
|
|
|
55
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$45.8M
|
-$2.68M
|
-54,062
|
-5%
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43.5M
|
+$1M
|
+20,286
|
+2%
|
|
|
57
|
West Financial Advisors
Des Moines,
Iowa
|
$41.8M
|
+$4.43M
|
+89,372
|
+11%
|
|
|
58
|
HT Partners
Centerbrook,
Connecticut
|
$40.1M
|
+$2.28M
|
+45,930
|
+6%
|
|
|
59
|
Willow Creek Wealth Management
Sebastopol,
California
|
$40M
|
-$1.96M
|
-39,497
|
-5%
|
|
|
60
|
Callan Capital
La Jolla,
California
|
$37.2M
|
+$5.19M
|
+104,768
|
+16%
|
|
|
61
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$36.8M
|
+$12.3M
|
+248,776
|
+48%
|
|
|
62
|
Rockefeller Capital Management
New York
|
$36.3M
|
+$11.6M
|
+233,360
|
+45%
|
|
|
63
|
Financial Engines Advisors
Santa Clara,
California
|
$35.7M
|
-$4.31M
|
-87,036
|
-10%
|
|
|
64
|
BSW Wealth Partners
Boulder,
Colorado
|
$35M
|
+$1.03M
|
+20,795
|
+3%
|
|
|
65
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$34.5M
|
+$2.03M
|
+40,893
|
+6%
|
|
|
66
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$34.4M
|
+$35.2M
|
+711,491
|
+17,752%
|
|
|
67
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$31.9M
|
+$10.5M
|
+212,270
|
+47%
|
|
|
68
|
Lido Advisors
Los Angeles,
California
|
$30.9M
|
-$4.65M
|
-93,960
|
-13%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$30.3M
|
-$509K
|
-10,272
|
-2%
|
|
|
70
|
Strata Wealth Advisors
Dallas,
Texas
|
$30.2M
|
+$31.1M
|
+626,848
|
New
|
|
|
71
|
Modera Wealth Management
Westwood,
New Jersey
|
$30M
|
-$989K
|
-19,958
|
-3%
|
|
|
72
|
Sunflower Bank
Dallas,
Texas
|
$29.6M
|
+$2.38M
|
+48,087
|
+8%
|
|
|
73
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$28.7M
|
-$1.55M
|
-31,190
|
-5%
|
|
|
74
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$28.6M
|
-$517K
|
-10,436
|
-2%
|
|
|
75
|
Avidian Wealth Enterprises
Houston,
Texas
|
$28M
|
+$2.38M
|
+47,993
|
+9%
|
|
