|
51
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$35.1M
|
+$818K
|
+16,739
|
+2%
|
|
|
52
|
PDS Planning
Dublin,
Ohio
|
$33.8M
|
+$1.24M
|
+25,315
|
+4%
|
|
|
53
|
UBS Group
Zurich,
Switzerland
|
$33.2M
|
+$788K
|
+16,129
|
+2%
|
|
|
54
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$30.4M
|
+$434K
|
+8,888
|
+1%
|
|
|
55
|
Valmark Advisers
Akron,
Ohio
|
$29.3M
|
+$665K
|
+13,603
|
+2%
|
|
|
56
|
Efficient Advisors
Mason,
Ohio
|
$29.1M
|
+$746K
|
+15,270
|
+3%
|
|
|
57
|
CreativeOne Wealth
Overland Park,
Kansas
|
$28.8M
|
+$2.77M
|
+56,765
|
+11%
|
|
|
58
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$28.3M
|
+$8.73M
|
+178,576
|
+45%
|
|
|
59
|
Marotta Asset Management
Charlottesville,
Virginia
|
$28.2M
|
+$429K
|
+8,771
|
+2%
|
|
|
60
|
Avion Wealth
The Woodlands,
Texas
|
$28.1M
|
+$1.88M
|
+38,501
|
+7%
|
|
|
61
|
Cetera Advisors
Denver,
Colorado
|
$27.9M
|
+$7.63M
|
+156,106
|
+38%
|
|
|
62
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$27.9M
|
+$5.69M
|
+116,364
|
+26%
|
|
|
63
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$26.6M
|
-$2.02M
|
-41,338
|
-7%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$26.2M
|
+$14.8M
|
+302,077
|
+131%
|
|
|
65
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.1M
|
+$2.39M
|
+48,942
|
+10%
|
|
|
66
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$25.8M
|
-$860K
|
-17,591
|
-3%
|
|
|
67
|
MilWealth Group
Milwaukee,
Wisconsin
|
$23.8M
|
+$569K
|
+11,655
|
+2%
|
|
|
68
|
LWMG LLC
Lake Elmo,
Minnesota
|
$23.3M
|
+$926K
|
+18,955
|
+4%
|
|
|
69
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23M
|
+$856K
|
+17,510
|
+4%
|
|
|
70
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$23M
|
+$856K
|
+17,510
|
+4%
|
|
|
71
|
Stifel Financial
St. Louis,
Missouri
|
$22.8M
|
+$1.37M
|
+27,944
|
+6%
|
|
|
72
|
GeoWealth Management
Chicago,
Illinois
|
$22.6M
|
+$22.3M
|
+457,198
|
+29,308%
|
|
|
73
|
Burrus Financial Services
Salt Lake City,
Utah
|
$21.9M
|
+$1.01M
|
+20,577
|
+5%
|
|
|
74
|
Horizon Investments
Charlotte,
North Carolina
|
$21.7M
|
+$9.47M
|
+193,734
|
+78%
|
|
|
75
|
CX Institutional
Auburn,
Indiana
|
$21.7M
|
+$2.95M
|
+60,446
|
+16%
|
|
