|
51
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$33.4M
|
+$5.44M
|
+111,748
|
+19%
|
|
|
52
|
UBS Group
Zurich,
Switzerland
|
$33M
|
+$112K
|
+2,295
|
+0.3%
|
|
|
53
|
Efficient Advisors
Mason,
Ohio
|
$30M
|
+$1.21M
|
+24,881
|
+4%
|
|
|
54
|
Valmark Advisers
Akron,
Ohio
|
$30M
|
+$1.01M
|
+20,657
|
+3%
|
|
|
55
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$29.2M
|
-$829K
|
-17,029
|
-3%
|
|
|
56
|
Avion Wealth
The Woodlands,
Texas
|
$28.5M
|
+$686K
|
+14,085
|
+2%
|
|
|
57
|
Marotta Asset Management
Charlottesville,
Virginia
|
$28.2M
|
+$519K
|
+10,661
|
+2%
|
|
|
58
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$27.7M
|
+$70.5K
|
+1,448
|
+0.3%
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$27M
|
+$1.03M
|
+21,258
|
+4%
|
|
|
60
|
Horizon Investments
Charlotte,
North Carolina
|
$26.6M
|
+$5.22M
|
+107,129
|
+24%
|
|
|
61
|
CreativeOne Wealth
Overland Park,
Kansas
|
$26.5M
|
-$2.01M
|
-41,348
|
-7%
|
|
|
62
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.2M
|
+$393K
|
+8,077
|
+2%
|
|
|
63
|
Charles Schwab
San Francisco,
California
|
$24.9M
|
+$24.9M
|
+510,774
|
New
|
|
|
64
|
LWMG LLC
Lake Elmo,
Minnesota
|
$24.9M
|
+$1.8M
|
+36,886
|
+8%
|
|
|
65
|
NewEdge Advisors
New Orleans,
Louisiana
|
$24.6M
|
+$10.5M
|
+216,536
|
+75%
|
|
|
66
|
MilWealth Group
Milwaukee,
Wisconsin
|
$24M
|
+$475K
|
+9,749
|
+2%
|
|
|
67
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23.7M
|
+$933K
|
+19,163
|
+4%
|
|
|
68
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$23.7M
|
+$933K
|
+19,163
|
+4%
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$23.4M
|
+$827K
|
+16,992
|
+4%
|
|
|
70
|
GeoWealth Management
Chicago,
Illinois
|
$23.2M
|
+$846K
|
+17,383
|
+4%
|
|
|
71
|
Human Investing
Lake Oswego,
Oregon
|
$22.3M
|
+$1.41M
|
+29,016
|
+7%
|
|
|
72
|
Burrus Financial Services
Salt Lake City,
Utah
|
$21.9M
|
+$159K
|
+3,264
|
+0.7%
|
|
|
73
|
True Link Financial Advisors
San Francisco,
California
|
$21.8M
|
+$818K
|
+16,806
|
+4%
|
|
|
74
|
Silver Oak Advisory Group
Portland,
Oregon
|
$21.5M
|
+$798K
|
+16,395
|
+4%
|
|
|
75
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$21.3M
|
+$1.48M
|
+30,306
|
+7%
|
|
