|
51
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$71.4M
|
–
|
–
|
–
|
|
|
52
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$71.1M
|
+$32.5M
|
+330,298
|
+78%
|
|
|
53
|
True Link Financial Advisors
San Francisco,
California
|
$70.2M
|
+$52.7K
|
+536
|
+0.1%
|
|
|
54
|
Fidelity Investments
Boston,
Massachusetts
|
$69.4M
|
+$7.72M
|
+78,516
|
+12%
|
|
|
55
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$65.5M
|
-$913K
|
-9,288
|
-1%
|
|
|
56
|
Zhang Financial
Portage,
Michigan
|
$64.6M
|
+$60.7K
|
+618
|
+0.1%
|
|
|
57
|
Legacy Financial Advisors
Covington,
Kentucky
|
$60.5M
|
-$3.46M
|
-35,218
|
-5%
|
|
|
58
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$59.9M
|
+$5.58M
|
+56,821
|
+10%
|
|
|
59
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$59.2M
|
+$4.3M
|
+43,725
|
+7%
|
|
|
60
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$58M
|
+$3.22M
|
+32,725
|
+6%
|
|
|
61
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$56.7M
|
+$103K
|
+1,047
|
+0.2%
|
|
|
62
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$55M
|
–
|
–
|
–
|
|
|
63
|
Raymond James & Associates
St Petersburg,
Florida
|
$54.9M
|
+$2.21M
|
+22,515
|
+4%
|
|
|
64
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$54.4M
|
+$2.6M
|
+26,460
|
+5%
|
|
|
65
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$54.4M
|
+$24.2M
|
+246,500
|
+74%
|
|
|
66
|
Ancora Advisors
Cleveland,
Ohio
|
$53.4M
|
-$333K
|
-3,384
|
-0.6%
|
|
|
67
|
Simon Quick Advisors
Morristown,
New Jersey
|
$52.5M
|
+$413K
|
+4,202
|
+0.8%
|
|
|
68
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$51.6M
|
-$2.37M
|
-24,146
|
-4%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$50.4M
|
-$1.03M
|
-10,488
|
-2%
|
|
|
70
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$50.3M
|
+$1.68M
|
+17,078
|
+3%
|
|
|
71
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$50.2M
|
+$10.8M
|
+109,925
|
+26%
|
|
|
72
|
Facet Wealth Inc
Baltimore,
Maryland
|
$49.6M
|
+$17.3M
|
+175,592
|
+48%
|
|
|
73
|
Allen Investment Management
New York
|
$46.6M
|
+$191K
|
+1,941
|
+0.4%
|
|
|
74
|
Cresset Asset Management
Chicago,
Illinois
|
$44.8M
|
+$1.03M
|
+10,493
|
+2%
|
|
|
75
|
JVL Associates
Wyoming,
Michigan
|
$44.1M
|
-$1.88M
|
-19,123
|
-4%
|
|
