|
51
|
NewEdge Advisors
New Orleans,
Louisiana
|
$34.3M
|
+$1.18M
|
+23,524
|
+3%
|
|
|
52
|
Raymond James Financial
St Petersburg,
Florida
|
$34.2M
|
+$34.9M
|
+697,143
|
New
|
|
|
53
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$34M
|
-$717K
|
-14,332
|
-2%
|
|
|
54
|
|
$34M
|
+$16.7M
|
+334,222
|
+93%
|
|
|
55
|
CX Institutional
Auburn,
Indiana
|
$31.9M
|
+$9.82M
|
+196,307
|
+43%
|
|
|
56
|
CreativeOne Wealth
Overland Park,
Kansas
|
$31.5M
|
+$1.71M
|
+34,281
|
+6%
|
|
|
57
|
Efficient Advisors
Mason,
Ohio
|
$31.5M
|
+$975K
|
+19,489
|
+3%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$31.4M
|
+$2.49M
|
+49,787
|
+8%
|
|
|
59
|
Essential Planning
Portsmouth,
New Hampshire
|
$31M
|
+$30.5M
|
+610,520
|
+6,525%
|
|
|
60
|
Valmark Advisers
Akron,
Ohio
|
$30.4M
|
-$77.8K
|
-1,556
|
-0.3%
|
|
|
61
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$29.4M
|
+$30M
|
+600,000
|
New
|
|
|
62
|
Avion Wealth
The Woodlands,
Texas
|
$29M
|
+$7.8K
|
+156
|
+0%
|
|
|
63
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$28.9M
|
+$726K
|
+14,524
|
+3%
|
|
|
64
|
Marotta Asset Management
Charlottesville,
Virginia
|
$28.7M
|
-$394K
|
-7,869
|
-1%
|
|
|
65
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$28.4M
|
+$493K
|
+9,849
|
+2%
|
|
|
66
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$27.6M
|
+$1.38B
|
+27,601,006
|
New
|
|
|
67
|
Hantz Financial Services
Southfield,
Michigan
|
$26.8M
|
+$6.13M
|
+122,530
|
+29%
|
|
|
68
|
MilWealth Group
Milwaukee,
Wisconsin
|
$25.8M
|
+$926K
|
+18,516
|
+4%
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$25.3M
|
+$1.06M
|
+21,200
|
+4%
|
|
|
70
|
Clark Asset Management
Stratham,
New Hampshire
|
$25M
|
+$3.67M
|
+73,378
|
+17%
|
|
|
71
|
GeoWealth Management
Chicago,
Illinois
|
$24.6M
|
+$1.06M
|
+21,166
|
+4%
|
|
|
72
|
True Link Financial Advisors
San Francisco,
California
|
$24.5M
|
+$2M
|
+39,962
|
+9%
|
|
|
73
|
Burrus Financial Services
Salt Lake City,
Utah
|
$24.5M
|
+$131K
|
+2,623
|
+0.5%
|
|
|
74
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$24.4M
|
+$197K
|
+3,947
|
+0.8%
|
|
|
75
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$24.4M
|
+$197K
|
+3,947
|
+0.8%
|
|
