|
76
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$38.5M
|
+$6.36M
|
+74,500
|
+20%
|
|
|
77
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$38.5M
|
+$4.64M
|
+54,383
|
+14%
|
|
|
78
|
Truist Financial
Charlotte,
North Carolina
|
$38.3M
|
+$3.11M
|
+36,393
|
+9%
|
|
|
79
|
Simon Quick Advisors
Morristown,
New Jersey
|
$37.8M
|
+$114K
|
+1,336
|
+0.3%
|
|
|
80
|
Pure Financial Advisors
San Diego,
California
|
$36.5M
|
+$136K
|
+1,589
|
+0.4%
|
|
|
81
|
Mission Wealth Management
Santa Barbara,
California
|
$36M
|
+$523K
|
+6,126
|
+1%
|
|
|
82
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$35.7M
|
+$712K
|
+8,345
|
+2%
|
|
|
83
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$35.2M
|
+$12.6M
|
+147,217
|
+55%
|
|
|
84
|
Facet Wealth Inc
Baltimore,
Maryland
|
$35.1M
|
+$22.1M
|
+258,904
|
+203%
|
|
|
85
|
Mercer Global Advisors
Denver,
Colorado
|
$35M
|
-$540K
|
-6,332
|
-2%
|
|
|
86
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$34.9M
|
-$1.2M
|
-14,113
|
-3%
|
|
|
87
|
True Link Financial Advisors
San Francisco,
California
|
$34.4M
|
+$3.63M
|
+42,549
|
+12%
|
|
|
88
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$33.1M
|
+$2.3M
|
+26,955
|
+7%
|
|
|
89
|
Stratos Investment Management
Beachwood,
Ohio
|
$32.4M
|
-$771K
|
-9,033
|
-2%
|
|
|
90
|
|
$32.1M
|
+$9.73M
|
+114,050
|
+43%
|
|
|
91
|
Equitable Holdings
New York
|
$31.7M
|
+$4.26M
|
+49,891
|
+15%
|
|
|
92
|
Truepoint Inc
Cincinnati,
Ohio
|
$31.6M
|
-$821K
|
-9,623
|
-3%
|
|
|
93
|
Geneos Wealth Management
Englewood,
Colorado
|
$31.2M
|
+$970K
|
+11,366
|
+3%
|
|
|
94
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$30.7M
|
-$81.6K
|
-956
|
-0.3%
|
|
|
95
|
Executive Wealth Management
Brighton,
Michigan
|
$30.1M
|
+$28.4M
|
+332,225
|
+1,440%
|
|
|
96
|
Cigna Investments
Bloomfield,
Connecticut
|
$30.1M
|
-$3.46M
|
-40,500
|
-10%
|
|
|
97
|
Valmark Advisers
Akron,
Ohio
|
$30M
|
-$1.17M
|
-13,744
|
-4%
|
|
|
98
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$29.8M
|
-$139K
|
-1,627
|
-0.5%
|
|
|
99
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$29.5M
|
+$87.5K
|
+1,025
|
+0.3%
|
|
|
100
|
William Blair & Company
Chicago,
Illinois
|
$28.6M
|
-$3.81M
|
-44,634
|
-12%
|
|
