|
76
|
Creative Planning
Overland Park,
Kansas
|
$40M
|
-$86.3K
|
-1,145
|
-0.2%
|
|
|
77
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$38.9M
|
+$505K
|
+6,700
|
+1%
|
|
|
78
|
Kestra Advisory Services
Austin,
Texas
|
$36.8M
|
-$3.5M
|
-46,428
|
-9%
|
|
|
79
|
SoFi Wealth
San Francisco,
California
|
$36M
|
+$723K
|
+9,597
|
+2%
|
|
|
80
|
Berkshire Money Management
Dalton,
Massachusetts
|
$35.9M
|
-$521K
|
-6,910
|
-1%
|
|
|
81
|
Corrigan Financial
Middletown,
Rhode Island
|
$35.3M
|
-$436K
|
-5,789
|
-1%
|
|
|
82
|
Ancora Advisors
Cleveland,
Ohio
|
$35.2M
|
-$457K
|
-6,064
|
-1%
|
|
|
83
|
Annandale Capital
Dallas,
Texas
|
$34.9M
|
+$832K
|
+11,042
|
+2%
|
|
|
84
|
AE Wealth Management
Topeka,
Kansas
|
$34.3M
|
-$897K
|
-11,900
|
-3%
|
|
|
85
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$34.2M
|
+$629K
|
+8,347
|
+2%
|
|
|
86
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$33.5M
|
-$627K
|
-8,311
|
-2%
|
|
|
87
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$33.3M
|
-$14.6M
|
-193,506
|
-30%
|
|
|
88
|
CX Institutional
Auburn,
Indiana
|
$33M
|
+$15.8M
|
+209,968
|
+92%
|
|
|
89
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$32.4M
|
+$17.2M
|
+228,265
|
+113%
|
|
|
90
|
TD Private Client Wealth
New York
|
$32.2M
|
+$5.41M
|
+71,759
|
+20%
|
|
|
91
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$32.1M
|
-$3.57M
|
-47,407
|
-10%
|
|
|
92
|
Bridgeworth
Birmingham,
Alabama
|
$31.3M
|
+$8.49M
|
+112,639
|
+37%
|
|
|
93
|
Wiser Wealth Management
Marietta,
Georgia
|
$31.2M
|
+$824K
|
+10,926
|
+3%
|
|
|
94
|
Bogart Wealth LLC
Mclean,
Virginia
|
$30.5M
|
-$4.75M
|
-62,973
|
-13%
|
|
|
95
|
United Services Automobile Association
San Antonio,
Texas
|
$30.3M
|
–
|
–
|
–
|
|
|
96
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$29.8M
|
-$2.7M
|
-35,871
|
-8%
|
|
|
97
|
Atria Investments
Charlotte,
North Carolina
|
$29.4M
|
-$68.9M
|
-914,301
|
-70%
|
|
|
98
|
William Blair & Company
Chicago,
Illinois
|
$28.6M
|
-$10.6M
|
-141,106
|
-27%
|
|
|
99
|
Watchman Group
Plano,
Texas
|
$27.3M
|
-$951K
|
-12,618
|
-3%
|
|
|
100
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$26.3M
|
+$25.5M
|
+338,755
|
+2,947%
|
|
