|
51
|
Mariner
Overland Park,
Kansas
|
$27.7M
|
-$4.11M
|
-84,779
|
-13%
|
|
|
52
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$27.5M
|
-$108K
|
-2,231
|
-0.4%
|
|
|
53
|
Valmark Advisers
Akron,
Ohio
|
$26.8M
|
+$974K
|
+20,112
|
+4%
|
|
|
54
|
Brookstone Capital Management
Wheaton,
Illinois
|
$25M
|
+$2.24M
|
+46,142
|
+10%
|
|
|
55
|
CreativeOne Wealth
Overland Park,
Kansas
|
$24.4M
|
+$1.39M
|
+28,702
|
+6%
|
|
|
56
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$23.7M
|
-$1.33M
|
-27,533
|
-5%
|
|
|
57
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$23.3M
|
+$1.15M
|
+23,726
|
+5%
|
|
|
58
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23.3M
|
+$23M
|
+475,572
|
New
|
|
|
59
|
Stifel Financial
St. Louis,
Missouri
|
$22.5M
|
-$429K
|
-8,865
|
-2%
|
|
|
60
|
State Street
Boston,
Massachusetts
|
$22.2M
|
–
|
–
|
–
|
|
|
61
|
HT Partners
Centerbrook,
Connecticut
|
$22M
|
+$3.18M
|
+65,570
|
+17%
|
|
|
62
|
MilWealth Group
Milwaukee,
Wisconsin
|
$22M
|
-$274K
|
-5,656
|
-1%
|
|
|
63
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$20.8M
|
+$15.5M
|
+320,124
|
+305%
|
|
|
64
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.7M
|
-$840K
|
-17,346
|
-4%
|
|
|
65
|
LWMG LLC
Lake Elmo,
Minnesota
|
$20.5M
|
+$4.9M
|
+101,235
|
+32%
|
|
|
66
|
First Ascent Asset Management
Denver,
Colorado
|
$20M
|
+$172K
|
+3,545
|
+0.9%
|
|
|
67
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20M
|
-$4.45M
|
-91,853
|
-18%
|
|
|
68
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$19.8M
|
+$2.83M
|
+58,410
|
+17%
|
|
|
69
|
Waller Financial Planning Group
Columbus,
Ohio
|
$19.4M
|
+$813K
|
+16,788
|
+4%
|
|
|
70
|
Human Investing
Lake Oswego,
Oregon
|
$19.2M
|
-$265K
|
-5,467
|
-1%
|
|
|
71
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$18.9M
|
-$1.3M
|
-26,782
|
-6%
|
|
|
72
|
Silver Oak Advisory Group
Portland,
Oregon
|
$18.8M
|
+$891K
|
+18,401
|
+5%
|
|
|
73
|
Cetera Advisors
Denver,
Colorado
|
$18.7M
|
-$116K
|
-2,394
|
-0.6%
|
|
|
74
|
CX Institutional
Auburn,
Indiana
|
$18M
|
-$7.87M
|
-162,438
|
-31%
|
|
|
75
|
Refined Wealth Management
Salt Lake City,
Utah
|
$17.5M
|
+$340K
|
+7,028
|
+2%
|
|
