|
76
|
TIAA FSB
Jacksonville,
Florida
|
$41.6M
|
+$25.8M
|
+339,986
|
+167%
|
|
|
77
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$40.7M
|
-$357K
|
-4,712
|
-0.9%
|
|
|
78
|
Private Advisor Group
Morristown,
New Jersey
|
$39M
|
-$9.79M
|
-129,260
|
-20%
|
|
|
79
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$37.9M
|
+$382K
|
+5,047
|
+1%
|
|
|
80
|
Kestra Advisory Services
Austin,
Texas
|
$37.6M
|
-$15.1M
|
-199,528
|
-29%
|
|
|
81
|
William Blair & Company
Chicago,
Illinois
|
$37.5M
|
-$5.7M
|
-75,201
|
-13%
|
|
|
82
|
Corrigan Financial
Middletown,
Rhode Island
|
$36.4M
|
+$2.12M
|
+27,925
|
+6%
|
|
|
83
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$36.4M
|
+$34.6M
|
+456,222
|
+2,307%
|
|
|
84
|
Ancora Advisors
Cleveland,
Ohio
|
$35.5M
|
+$1.78M
|
+23,449
|
+5%
|
|
|
85
|
Creative Planning
Overland Park,
Kansas
|
$35.5M
|
-$259K
|
-3,414
|
-0.7%
|
|
|
86
|
Bogart Wealth LLC
Mclean,
Virginia
|
$34.8M
|
+$1.46M
|
+19,243
|
+4%
|
|
|
87
|
CreativeOne Wealth
Overland Park,
Kansas
|
$34.6M
|
+$1.65M
|
+21,712
|
+5%
|
|
|
88
|
SoFi Wealth
San Francisco,
California
|
$34.5M
|
+$1.4M
|
+18,489
|
+4%
|
|
|
89
|
AE Wealth Management
Topeka,
Kansas
|
$33.8M
|
+$1.74M
|
+22,973
|
+5%
|
|
|
90
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$33.7M
|
+$2.22M
|
+29,249
|
+7%
|
|
|
91
|
Annandale Capital
Dallas,
Texas
|
$32.7M
|
+$545K
|
+7,190
|
+2%
|
|
|
92
|
Beacon Pointe Advisors
Newport Beach,
California
|
$32.5M
|
+$823K
|
+10,865
|
+3%
|
|
|
93
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$32.5M
|
+$1.28M
|
+16,932
|
+4%
|
|
|
94
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32.2M
|
+$2.4M
|
+31,610
|
+8%
|
|
|
95
|
United Services Automobile Association
San Antonio,
Texas
|
$30.9M
|
–
|
–
|
–
|
|
|
96
|
Wiser Wealth Management
Marietta,
Georgia
|
$30.5M
|
+$2.97M
|
+39,187
|
+11%
|
|
|
97
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$30.4M
|
+$1.41M
|
+18,657
|
+5%
|
|
|
98
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$30.4M
|
+$10.3M
|
+136,308
|
+52%
|
|
|
99
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$29.8M
|
+$6.95M
|
+91,690
|
+31%
|
|
|
100
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$29M
|
+$28.7M
|
+378,681
|
New
|
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