|
26
|
Swiss Re
Zurich,
Switzerland
|
$33.3M
|
–
|
–
|
–
|
|
|
27
|
Mariner
Overland Park,
Kansas
|
$32.7M
|
+$11.1M
|
+539,460
|
+50%
|
|
|
28
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$32.1M
|
–
|
–
|
–
|
|
|
29
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.8M
|
+$4.65M
|
+226,750
|
+17%
|
|
|
30
|
Steward Partners Investment Advisory
New York
|
$31.4M
|
-$1.06M
|
-51,720
|
-3%
|
|
|
31
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$31.2M
|
-$15M
|
-732,675
|
-32%
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$30.4M
|
-$11.4M
|
-557,170
|
-27%
|
|
|
33
|
Wharton Business Group
Malvern,
Pennsylvania
|
$26.2M
|
+$190K
|
+9,250
|
+0.7%
|
|
|
34
|
Waverly Advisors
Birmingham,
Alabama
|
$25.4M
|
-$3M
|
-146,160
|
-10%
|
|
|
35
|
Atria Wealth Solutions
New York
|
$24.9M
|
-$1.75M
|
-85,295
|
-6%
|
|
|
36
|
SNS Financial Group
Minneapolis,
Minnesota
|
$24.2M
|
-$884K
|
-43,045
|
-3%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.9M
|
-$1.67M
|
-81,160
|
-6%
|
|
|
38
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$23.8M
|
-$86.1K
|
-4,195
|
-0.4%
|
|
|
39
|
Avantax Advisory Services
Dallas,
Texas
|
$23.8M
|
+$2.28M
|
+110,965
|
+10%
|
|
|
40
|
Regimen Wealth
Atlanta,
Georgia
|
$22.2M
|
+$4.62M
|
+225,230
|
+27%
|
|
|
41
|
Simmons Bank
Pine Bluff,
Arkansas
|
$20.3M
|
-$3.27M
|
-159,175
|
-14%
|
|
|
42
|
EP Wealth Advisors
Torrance,
California
|
$20.2M
|
+$6.79M
|
+330,755
|
+3,018%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$19.8M
|
-$1.34M
|
-65,410
|
-6%
|
|
|
44
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$19.7M
|
+$19.9M
|
+971,230
|
New
|
|
|
45
|
Rockefeller Capital Management
New York
|
$18.2M
|
+$13.2M
|
+642,485
|
+255%
|
|
|
46
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$16.9M
|
-$19.2M
|
-935,180
|
-53%
|
|
|
47
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.9M
|
-$6.66M
|
-324,510
|
-28%
|
|
|
48
|
Holt Capital Partners
Fort Worth,
Texas
|
$16.8M
|
+$85.5K
|
+4,165
|
+0.5%
|
|
|
49
|
GDS Wealth Management
Flower Mound,
Texas
|
$16.8M
|
+$807K
|
+39,315
|
+5%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$16.6M
|
-$28.2M
|
-1,374,915
|
-63%
|
|
