|
26
|
Raymond James Financial
St Petersburg,
Florida
|
$10.7M
|
+$632K
|
+12,709
|
+6%
|
|
|
27
|
Man Group
London,
United Kingdom
|
$10.6M
|
+$9.87M
|
+198,315
|
+1,890%
|
|
|
28
|
Westwood Holdings Group
Dallas,
Texas
|
$10.3M
|
+$10M
|
+201,968
|
New
|
|
|
29
|
Avantax Planning Partners
Dubuque,
Iowa
|
$10.1M
|
-$7.2M
|
-144,767
|
-42%
|
|
|
30
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.21M
|
+$417K
|
+8,388
|
+5%
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.14M
|
-$290K
|
-5,836
|
-3%
|
|
|
32
|
American Century Companies
Kansas City,
Missouri
|
$9.11M
|
–
|
–
|
–
|
|
|
33
|
Bank of New York Mellon
New York
|
$8.35M
|
-$10M
|
-201,411
|
-55%
|
|
|
34
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$8.25M
|
+$2.3M
|
+46,161
|
+40%
|
|
|
35
|
Renaissance Technologies
New York
|
$7.67M
|
-$202K
|
-4,064
|
-3%
|
|
|
36
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$6.87M
|
+$630K
|
+12,657
|
+10%
|
|
|
37
|
Guggenheim Capital
Chicago,
Illinois
|
$6.33M
|
-$587K
|
-11,803
|
-9%
|
|
|
38
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$6.3M
|
+$6.08M
|
+122,235
|
+2,005%
|
|
|
39
|
Empirical Wealth Management
Seattle,
Washington
|
$6.29M
|
-$687K
|
-13,806
|
-10%
|
|
|
40
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.95M
|
-$391K
|
-7,868
|
-6%
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$5.88M
|
-$4.97M
|
-99,971
|
-46%
|
|
|
42
|
Veery Capital
Wilmington,
Delaware
|
$5.38M
|
+$151K
|
+3,043
|
+3%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$5.26M
|
-$3.68K
|
-74
|
-0.1%
|
|
|
44
|
Capstone Investment Advisors
New York
|
$5.05M
|
+$4.94M
|
+99,301
|
New
|
|
|
45
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.8M
|
+$1.69M
|
+34,034
|
+56%
|
|
|
46
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$4.66M
|
+$47.9K
|
+963
|
+1%
|
|
|
47
|
IFG Advisory
Atlanta,
Georgia
|
$4.58M
|
+$29K
|
+583
|
+0.7%
|
|
|
48
|
Charles Schwab
San Francisco,
California
|
$4.52M
|
+$483K
|
+9,705
|
+12%
|
|
|
49
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.45M
|
+$2.43M
|
+48,767
|
+126%
|
|
|
50
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.43M
|
+$584K
|
+11,743
|
+16%
|
|
