|
51
|
Atria Investments
Charlotte,
North Carolina
|
$28.6M
|
-$2.06M
|
-35,198
|
-7%
|
|
|
52
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$27.9M
|
-$23.3M
|
-398,214
|
-46%
|
|
|
53
|
PrairieView Partners
St. Paul,
Minnesota
|
$27.1M
|
+$2.77M
|
+47,460
|
+11%
|
|
|
54
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$27M
|
+$743K
|
+12,721
|
+3%
|
|
|
55
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$25.7M
|
+$1.14M
|
+19,491
|
+5%
|
|
|
56
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.9M
|
+$2.62M
|
+44,860
|
+12%
|
|
|
57
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$23.3M
|
+$1.81M
|
+30,934
|
+8%
|
|
|
58
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$23.2M
|
+$593K
|
+10,155
|
+3%
|
|
|
59
|
CX Institutional
Auburn,
Indiana
|
$22.9M
|
+$1.84M
|
+31,476
|
+9%
|
|
|
60
|
HT Partners
Centerbrook,
Connecticut
|
$22.9M
|
+$1.5M
|
+25,712
|
+7%
|
|
|
61
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$22.2M
|
-$1.14M
|
-19,582
|
-5%
|
|
|
62
|
AE Wealth Management
Topeka,
Kansas
|
$22.2M
|
+$2.14M
|
+36,667
|
+11%
|
|
|
63
|
Waller Financial Planning Group
Columbus,
Ohio
|
$21.5M
|
+$2.68M
|
+45,940
|
+14%
|
|
|
64
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.2M
|
+$2.31M
|
+39,580
|
+12%
|
|
|
65
|
MilWealth Group
Milwaukee,
Wisconsin
|
$20.9M
|
+$1.04M
|
+17,856
|
+5%
|
|
|
66
|
Avion Wealth
The Woodlands,
Texas
|
$20.8M
|
-$484K
|
-8,293
|
-2%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$19.3M
|
-$2.07M
|
-35,502
|
-10%
|
|
|
68
|
JBJ Investment Partners
Charleston,
South Carolina
|
$18.9M
|
+$1.91M
|
+32,659
|
+11%
|
|
|
69
|
Human Investing
Lake Oswego,
Oregon
|
$18.8M
|
+$3.02M
|
+51,737
|
+19%
|
|
|
70
|
|
$18.7M
|
+$593K
|
+10,155
|
+3%
|
|
|
71
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$18.2M
|
+$1.33M
|
+22,781
|
+8%
|
|
|
72
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$18.1M
|
+$3.77M
|
+64,556
|
+26%
|
|
|
73
|
Geneos Wealth Management
Englewood,
Colorado
|
$17.9M
|
+$376K
|
+6,443
|
+2%
|
|
|
74
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$17.5M
|
+$1.88M
|
+32,127
|
+12%
|
|
|
75
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$16.8M
|
-$1.78M
|
-30,457
|
-10%
|
|
