|
26
|
Insight Wealth Strategies
San Ramon,
California
|
$21.9M
|
-$1.43M
|
-23,415
|
-6%
|
|
|
27
|
Avantax Advisory Services
Dallas,
Texas
|
$21.4M
|
+$893K
|
+14,621
|
+5%
|
|
|
28
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$21.2M
|
-$1.08M
|
-17,690
|
-5%
|
|
|
29
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$17.2M
|
+$149K
|
+2,432
|
+0.9%
|
|
|
30
|
Mariner
Overland Park,
Kansas
|
$16.6M
|
-$1.68M
|
-27,544
|
-10%
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$15.8M
|
+$500K
|
+8,190
|
+3%
|
|
|
32
|
Legacy Financial Advisors
Covington,
Kentucky
|
$15.7M
|
+$2.63M
|
+42,992
|
+21%
|
|
|
33
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$15.5M
|
-$16.7M
|
-272,567
|
-53%
|
|
|
34
|
Symmetry Partners
Glastonbury,
Connecticut
|
$15.4M
|
+$1.37M
|
+22,394
|
+10%
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.7M
|
-$3.33M
|
-54,520
|
-19%
|
|
|
36
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$14.5M
|
+$6.33M
|
+103,647
|
+84%
|
|
|
37
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$13.9M
|
–
|
–
|
–
|
|
|
38
|
Karpus Investment Management
Pittsford,
New York
|
$13.7M
|
+$13.2M
|
+216,135
|
New
|
|
|
39
|
Janiczek Wealth Management
Denver,
Colorado
|
$13.2M
|
-$685K
|
-11,206
|
-5%
|
|
|
40
|
Aspiriant LLC
Los Angeles,
California
|
$13M
|
-$22.8M
|
-373,191
|
-65%
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.3M
|
-$2.23M
|
-36,459
|
-16%
|
|
|
42
|
Armbruster Capital Management
Pittsford,
New York
|
$11.8M
|
-$176K
|
-2,885
|
-2%
|
|
|
43
|
Agilis Partners
Waltham,
Massachusetts
|
$11.6M
|
+$289K
|
+4,724
|
+3%
|
|
|
44
|
Family Capital Trust
Peabody,
Massachusetts
|
$11.3M
|
-$27.3K
|
-447
|
-0.3%
|
|
|
45
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$11.2M
|
-$785K
|
-12,856
|
-7%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$11.2M
|
-$1.92M
|
-31,387
|
-15%
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$11.1M
|
+$153K
|
+2,511
|
+1%
|
|
|
48
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$11.1M
|
+$31.3K
|
+513
|
+0.3%
|
|
|
49
|
SimplyRich
Carlsbad,
California
|
$10.7M
|
-$25.4K
|
-416
|
-0.2%
|
|
|
50
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$10.7M
|
+$582K
|
+9,533
|
+6%
|
|
