|
51
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$68.9M
|
-$1.79M
|
-19,384
|
-3%
|
|
|
52
|
Zhang Financial
Portage,
Michigan
|
$66.9M
|
-$97.7K
|
-1,057
|
-0.2%
|
|
|
53
|
Legacy Financial Advisors
Covington,
Kentucky
|
$66.3M
|
-$18.6M
|
-200,714
|
-23%
|
|
|
54
|
Fidelity Investments
Boston,
Massachusetts
|
$64.4M
|
+$208K
|
+2,247
|
+0.3%
|
|
|
55
|
American Trust
Lexington,
Kentucky
|
$59M
|
-$34.3K
|
-371
|
-0.1%
|
|
|
56
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$58.8M
|
+$1.86M
|
+20,114
|
+3%
|
|
|
57
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$57.2M
|
–
|
–
|
–
|
|
|
58
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$57.2M
|
–
|
–
|
–
|
|
|
59
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$57M
|
-$652K
|
-7,048
|
-1%
|
|
|
60
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$56.3M
|
+$5.04M
|
+54,527
|
+10%
|
|
|
61
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$56M
|
-$20.9K
|
-226
|
-0%
|
|
|
62
|
Ancora Advisors
Cleveland,
Ohio
|
$55.8M
|
+$1.14M
|
+12,304
|
+2%
|
|
|
63
|
Raymond James & Associates
St Petersburg,
Florida
|
$54.8M
|
-$2.77K
|
-30
|
-0%
|
|
|
64
|
Simon Quick Advisors
Morristown,
New Jersey
|
$54.1M
|
+$7.35M
|
+79,517
|
+17%
|
|
|
65
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$53.9M
|
+$3.18M
|
+34,448
|
+7%
|
|
|
66
|
MML Investors Services
Springfield,
Massachusetts
|
$53.4M
|
+$3.44M
|
+37,179
|
+7%
|
|
|
67
|
Executive Wealth Management
Brighton,
Michigan
|
$52.4M
|
+$18.8M
|
+202,853
|
+61%
|
|
|
68
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$50.6M
|
+$16M
|
+173,274
|
+50%
|
|
|
69
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$48.4M
|
+$1.11M
|
+11,980
|
+2%
|
|
|
70
|
Allen Investment Management
New York
|
$48.2M
|
-$11.7M
|
-126,046
|
-20%
|
|
|
71
|
JVL Associates
Wyoming,
Michigan
|
$47.7M
|
-$57.3K
|
-620
|
-0.1%
|
|
|
72
|
HSBC Holdings
London,
United Kingdom
|
$47M
|
-$1.3M
|
-14,047
|
-3%
|
|
|
73
|
Cresset Asset Management
Chicago,
Illinois
|
$45.3M
|
-$25.6M
|
-277,203
|
-37%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$44.6M
|
+$518K
|
+5,605
|
+1%
|
|
|
75
|
Stratos Investment Management
Beachwood,
Ohio
|
$42.4M
|
+$1.12M
|
+12,160
|
+3%
|
|
