|
51
|
United Capital Financial Advisors
Irving,
Texas
|
$25.6M
|
-$3.83M
|
-56,264
|
-13%
|
|
|
52
|
North American Management
Boston,
Massachusetts
|
$25.1M
|
+$1.99M
|
+29,221
|
+9%
|
|
|
53
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$24.6M
|
–
|
–
|
–
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$23.7M
|
-$4.8M
|
-70,459
|
-17%
|
|
|
55
|
Mercer Global Advisors
Denver,
Colorado
|
$23.5M
|
+$6.69M
|
+98,264
|
+40%
|
|
|
56
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$23.1M
|
-$67.6K
|
-993
|
-0.3%
|
|
|
57
|
Estate Counselors
Thiensville,
Wisconsin
|
$22.9M
|
+$1.24M
|
+18,260
|
+6%
|
|
|
58
|
Peterson Wealth Advisors
Orem,
Utah
|
$22M
|
-$120K
|
-1,767
|
-0.5%
|
|
|
59
|
Monterey Private Wealth
Monterey,
California
|
$21.4M
|
-$137K
|
-2,018
|
-0.6%
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$21.3M
|
+$2.27M
|
+33,277
|
+12%
|
|
|
61
|
Verde Capital Management
Clarkston,
Michigan
|
$20.8M
|
+$1.33M
|
+19,586
|
+7%
|
|
|
62
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$19.3M
|
+$444K
|
+6,519
|
+2%
|
|
|
63
|
Symmetry Partners
Glastonbury,
Connecticut
|
$18.8M
|
-$397K
|
-5,833
|
-2%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$16.4M
|
+$15.4M
|
+226,899
|
+1,654%
|
|
|
65
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$16.3M
|
-$3.09M
|
-45,394
|
-16%
|
|
|
66
|
Insight Wealth Strategies
San Ramon,
California
|
$16.2M
|
+$2.93M
|
+43,051
|
+22%
|
|
|
67
|
First Mercantile Trust
Cordova,
Tennessee
|
$16.1M
|
+$470K
|
+6,898
|
+3%
|
|
|
68
|
Janiczek Wealth Management
Denver,
Colorado
|
$16.1M
|
-$1.47M
|
-21,565
|
-8%
|
|
|
69
|
Private Advisor Group
Morristown,
New Jersey
|
$15.7M
|
-$501K
|
-7,355
|
-3%
|
|
|
70
|
Prism Advisors
Studio City,
California
|
$15.7M
|
+$80.7K
|
+1,186
|
+0.5%
|
|
|
71
|
Stifel Financial
St. Louis,
Missouri
|
$15.3M
|
-$610K
|
-8,959
|
-4%
|
|
|
72
|
Cetera Advisors
Denver,
Colorado
|
$15.2M
|
-$3.44M
|
-50,537
|
-18%
|
|
|
73
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.2M
|
+$2.23M
|
+32,695
|
+17%
|
|
|
74
|
Austin Private Wealth
Austin,
Texas
|
$14.7M
|
+$895K
|
+13,146
|
+6%
|
|
|
75
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.5M
|
+$1.26M
|
+18,575
|
+10%
|
|
