|
51
|
Truist Financial
Charlotte,
North Carolina
|
$34M
|
+$2.75M
|
+56,226
|
+9%
|
|
|
52
|
NewEdge Advisors
New Orleans,
Louisiana
|
$33.9M
|
-$279K
|
-5,698
|
-0.8%
|
|
|
53
|
|
$32.2M
|
-$1.61M
|
-32,900
|
-5%
|
|
|
54
|
Efficient Advisors
Mason,
Ohio
|
$31.8M
|
+$459K
|
+9,389
|
+1%
|
|
|
55
|
Valmark Advisers
Akron,
Ohio
|
$31.6M
|
+$1.34M
|
+27,456
|
+4%
|
|
|
56
|
CreativeOne Wealth
Overland Park,
Kansas
|
$31.4M
|
+$92.9K
|
+1,899
|
+0.3%
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.6M
|
+$9.07M
|
+185,559
|
+42%
|
|
|
58
|
CX Institutional
Auburn,
Indiana
|
$30.1M
|
-$1.69M
|
-34,621
|
-5%
|
|
|
59
|
Marotta Asset Management
Charlottesville,
Virginia
|
$29.8M
|
+$385K
|
+7,869
|
+1%
|
|
|
60
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$29.6M
|
+$818K
|
+16,732
|
+3%
|
|
|
61
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$29.2M
|
+$4.99M
|
+102,000
|
+21%
|
|
|
62
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$29.2M
|
+$4.99M
|
+102,000
|
+21%
|
|
|
63
|
Avion Wealth
The Woodlands,
Texas
|
$29M
|
+$22.1K
|
+452
|
+0.1%
|
|
|
64
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$28.7M
|
+$49M
|
+1,002,115
|
+4%
|
|
|
65
|
Sequoia Financial Advisors
Akron,
Ohio
|
$28.7M
|
-$17M
|
-347,813
|
-37%
|
|
|
66
|
UBS Group
Zurich,
Switzerland
|
$28.3M
|
-$6.02M
|
-123,175
|
-18%
|
|
|
67
|
True Link Financial Advisors
San Francisco,
California
|
$28M
|
+$3.66M
|
+74,741
|
+15%
|
|
|
68
|
Clark Asset Management
Stratham,
New Hampshire
|
$27.2M
|
+$2.34M
|
+47,907
|
+9%
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$26.7M
|
+$1.53M
|
+31,274
|
+6%
|
|
|
70
|
MilWealth Group
Milwaukee,
Wisconsin
|
$26.2M
|
+$499K
|
+10,198
|
+2%
|
|
|
71
|
Human Investing
Lake Oswego,
Oregon
|
$25.6M
|
+$1.45M
|
+29,558
|
+6%
|
|
|
72
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$25.1M
|
+$1.57M
|
+32,191
|
+7%
|
|
|
73
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$25.1M
|
-$3.2M
|
-65,403
|
-11%
|
|
|
74
|
Burrus Financial Services
Salt Lake City,
Utah
|
$24.5M
|
+$118K
|
+2,407
|
+0.5%
|
|
|
75
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$23.7M
|
+$835K
|
+17,072
|
+4%
|
|
