|
26
|
Mariner
Overland Park,
Kansas
|
$39M
|
+$2.63M
|
+62,823
|
+7%
|
|
|
27
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$36.6M
|
+$36.8M
|
+880,683
|
New
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$34.6M
|
+$4.16M
|
+99,548
|
+14%
|
|
|
29
|
McLean Asset Management
Tysons,
Virginia
|
$33.4M
|
-$137K
|
-3,270
|
-0.4%
|
|
|
30
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$33.2M
|
+$33.3M
|
+797,100
|
New
|
|
|
31
|
1900 Wealth Management
San Antonio,
Texas
|
$31.2M
|
+$1.39M
|
+33,260
|
+5%
|
|
|
32
|
Austin Asset Management
Austin,
Texas
|
$28.7M
|
–
|
–
|
–
|
|
|
33
|
Wealthstream Advisors
New York
|
$28.7M
|
-$85.9K
|
-2,054
|
-0.3%
|
|
|
34
|
AE Wealth Management
Topeka,
Kansas
|
$28.4M
|
-$3.43M
|
-82,017
|
-11%
|
|
|
35
|
Kestra Advisory Services
Austin,
Texas
|
$28.4M
|
+$5.61M
|
+134,248
|
+25%
|
|
|
36
|
American Investment Services
Great Barrington,
Massachusetts
|
$27.5M
|
+$988K
|
+23,628
|
+4%
|
|
|
37
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$26.2M
|
+$1.35M
|
+32,286
|
+6%
|
|
|
38
|
Retirement Solution
Redmond,
Washington
|
$25.1M
|
-$4.22M
|
-100,825
|
-14%
|
|
|
39
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$22.4M
|
-$1.32M
|
-31,671
|
-6%
|
|
|
40
|
Heritage Investment Group
Pompano Beach,
Florida
|
$21.7M
|
-$79.4K
|
-1,900
|
-0.4%
|
|
|
41
|
Zhang Financial
Portage,
Michigan
|
$20.8M
|
+$19.4M
|
+464,483
|
+1,326%
|
|
|
42
|
Dixon Fnancial Services
Lafayette,
California
|
$20.7M
|
-$10.5K
|
-250
|
-0.1%
|
|
|
43
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$18.2M
|
-$262K
|
-6,258
|
-1%
|
|
|
44
|
Apella Capital
West Hartford,
Connecticut
|
$17.8M
|
+$455K
|
+10,874
|
+3%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.4M
|
-$228K
|
-5,452
|
-1%
|
|
|
46
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$16.3M
|
+$1.23M
|
+29,509
|
+8%
|
|
|
47
|
KM Capital Management
Austin,
Texas
|
$15.4M
|
+$15.5M
|
+371,091
|
New
|
|
|
48
|
Equitable Holdings
New York
|
$15.2M
|
+$2.1M
|
+50,178
|
+16%
|
|
|
49
|
Intelligence Driven Advisers
Carlsbad,
California
|
$15.2M
|
+$168K
|
+4,022
|
+1%
|
|
|
50
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$14.8M
|
+$14.8M
|
+354,693
|
New
|
|
