|
76
|
United Capital Financial Advisors
Irving,
Texas
|
$33.5M
|
-$1.25M
|
-14,091
|
-3%
|
|
|
77
|
Mercer Global Advisors
Denver,
Colorado
|
$33.3M
|
+$16.4M
|
+185,569
|
+80%
|
|
|
78
|
Mission Wealth Management
Santa Barbara,
California
|
$33.3M
|
-$48.2K
|
-545
|
-0.1%
|
|
|
79
|
Truist Financial
Charlotte,
North Carolina
|
$33M
|
+$24.6M
|
+277,766
|
+202%
|
|
|
80
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$32.8M
|
+$3.71M
|
+41,958
|
+11%
|
|
|
81
|
Avidian Wealth Enterprises
Houston,
Texas
|
$32.4M
|
+$34.5M
|
+390,727
|
+2,434%
|
|
|
82
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.3M
|
-$3M
|
-33,945
|
-8%
|
|
|
83
|
|
$32M
|
–
|
–
|
–
|
|
|
84
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$31.7M
|
+$34.5M
|
+389,678
|
+4,111%
|
|
|
85
|
Cigna Investments
Bloomfield,
Connecticut
|
$31.5M
|
–
|
–
|
–
|
|
|
86
|
Stratos Investment Management
Beachwood,
Ohio
|
$31.1M
|
+$1.19M
|
+13,488
|
+4%
|
|
|
87
|
Louis-Dreyfus Family Office
Wilton,
Connecticut
|
$30.8M
|
-$16.8K
|
-190
|
-0%
|
|
|
88
|
William Blair & Company
Chicago,
Illinois
|
$30.4M
|
+$4.79M
|
+54,178
|
+17%
|
|
|
89
|
Truepoint Inc
Cincinnati,
Ohio
|
$30.4M
|
-$391K
|
-4,424
|
-1%
|
|
|
90
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$30.2M
|
+$6.31M
|
+71,361
|
+23%
|
|
|
91
|
55I LLC
Boston,
Massachusetts
|
$29.9M
|
+$12.5M
|
+141,227
|
+60%
|
|
|
92
|
Valmark Advisers
Akron,
Ohio
|
$29.3M
|
-$888K
|
-10,047
|
-3%
|
|
|
93
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$28.9M
|
+$79.8K
|
+902
|
+0.2%
|
|
|
94
|
True Link Financial Advisors
San Francisco,
California
|
$28.9M
|
+$3.91M
|
+44,232
|
+14%
|
|
|
95
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.9M
|
-$17.3M
|
-195,910
|
-35%
|
|
|
96
|
Geneos Wealth Management
Englewood,
Colorado
|
$28.4M
|
+$7.11M
|
+80,413
|
+29%
|
|
|
97
|
Brookstone Capital Management
Wheaton,
Illinois
|
$28.2M
|
-$2.54M
|
-28,733
|
-7%
|
|
|
98
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$27.6M
|
-$19.4K
|
-219
|
-0.1%
|
|
|
99
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$27.4M
|
+$154K
|
+1,745
|
+0.5%
|
|
|
100
|
Caprock Group
Boise,
Idaho
|
$27.1M
|
+$1.75M
|
+19,829
|
+6%
|
|
