|
51
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.86M
|
+$295K
|
+6,344
|
+8%
|
|
|
52
|
Ruedi Wealth Management
Champaign,
Illinois
|
$3.81M
|
+$324K
|
+6,968
|
+9%
|
|
|
53
|
Straight Path Wealth Management
Jenison,
Michigan
|
$3.65M
|
+$506K
|
+10,881
|
+16%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$3.62M
|
+$527K
|
+11,343
|
+17%
|
|
|
55
|
Gradient Capital Advisors
San Diego,
California
|
$3.61M
|
+$161K
|
+3,467
|
+5%
|
|
|
56
|
AE Wealth Management
Topeka,
Kansas
|
$3.3M
|
+$167K
|
+3,585
|
+5%
|
|
|
57
|
FirstPurpose Wealth
Orem,
Utah
|
$3.15M
|
+$85.7K
|
+1,843
|
+3%
|
|
|
58
|
Mercer Global Advisors
Denver,
Colorado
|
$2.98M
|
+$2.78M
|
+59,836
|
+1,370%
|
|
|
59
|
|
$2.9M
|
+$818K
|
+17,595
|
+39%
|
|
|
60
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.85M
|
+$146K
|
+3,151
|
+5%
|
|
|
61
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.77M
|
-$6.5M
|
-139,884
|
-70%
|
|
|
62
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$2.74M
|
+$393K
|
+8,452
|
+17%
|
|
|
63
|
SageView Advisory Group
Newport Beach,
California
|
$2.68M
|
+$28K
|
+603
|
+1%
|
|
|
64
|
CPA Asset Management
West Palm Beach,
Florida
|
$2.56M
|
+$657K
|
+14,140
|
+34%
|
|
|
65
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$2.53M
|
+$334K
|
+7,191
|
+15%
|
|
|
66
|
Bridge Advisory
Pasadena,
California
|
$2.46M
|
-$25.3K
|
-544
|
-1%
|
|
|
67
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.42M
|
+$202K
|
+4,350
|
+9%
|
|
|
68
|
Shira Ridge Wealth Management
Larkspur,
California
|
$2.42M
|
-$498K
|
-10,713
|
-17%
|
|
|
69
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.4M
|
+$47.4K
|
+1,020
|
+2%
|
|
|
70
|
Planning Center Inc
Moline,
Illinois
|
$2.26M
|
-$449K
|
-9,652
|
-17%
|
|
|
71
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.18M
|
+$2.18M
|
+46,959
|
New
|
|
|
72
|
Steward Financial Group
Colleyville,
Texas
|
$2.06M
|
+$2.07M
|
+44,536
|
New
|
|
|
73
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.03M
|
+$171K
|
+3,674
|
+9%
|
|
|
74
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$2.02M
|
+$125K
|
+2,698
|
+7%
|
|
|
75
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.98M
|
+$1.26M
|
+27,139
|
+174%
|
|
