|
76
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$39M
|
+$854K
|
+9,615
|
+2%
|
|
|
77
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$38.8M
|
-$2.25M
|
-25,306
|
-6%
|
|
|
78
|
Stratos Investment Management
Beachwood,
Ohio
|
$38.1M
|
+$3.5M
|
+39,405
|
+10%
|
|
|
79
|
Mission Wealth Management
Santa Barbara,
California
|
$38.1M
|
-$387K
|
-4,359
|
-1%
|
|
|
80
|
Pure Financial Advisors
San Diego,
California
|
$38.1M
|
-$877K
|
-9,878
|
-2%
|
|
|
81
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38M
|
-$39.5M
|
-445,160
|
-51%
|
|
|
82
|
|
$37.5M
|
+$27.1M
|
+305,600
|
+280%
|
|
|
83
|
Legacy Private Trust
Neenah,
Wisconsin
|
$36.7M
|
-$17M
|
-191,543
|
-32%
|
|
|
84
|
Equitable Holdings
New York
|
$36.5M
|
+$2.51M
|
+28,302
|
+8%
|
|
|
85
|
United Capital Financial Advisors
Irving,
Texas
|
$36.1M
|
-$7.95M
|
-89,544
|
-18%
|
|
|
86
|
Facet Wealth Inc
Baltimore,
Maryland
|
$35.3M
|
+$290K
|
+3,267
|
+0.8%
|
|
|
87
|
|
$34.3M
|
+$88.8K
|
+1,000
|
+0.3%
|
|
|
88
|
Geneos Wealth Management
Englewood,
Colorado
|
$33.8M
|
+$461K
|
+5,194
|
+1%
|
|
|
89
|
Truepoint Inc
Cincinnati,
Ohio
|
$33.4M
|
-$370K
|
-4,168
|
-1%
|
|
|
90
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$33M
|
+$193K
|
+2,171
|
+0.6%
|
|
|
91
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$32.2M
|
-$5M
|
-56,307
|
-14%
|
|
|
92
|
Cigna Investments
Bloomfield,
Connecticut
|
$32.1M
|
–
|
–
|
–
|
|
|
93
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$31.7M
|
+$246K
|
+2,771
|
+0.8%
|
|
|
94
|
Valmark Advisers
Akron,
Ohio
|
$31.7M
|
-$398K
|
-4,488
|
-1%
|
|
|
95
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31.1M
|
-$4.07M
|
-45,814
|
-12%
|
|
|
96
|
William Blair & Company
Chicago,
Illinois
|
$30.6M
|
+$33.6K
|
+378
|
+0.1%
|
|
|
97
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$30.4M
|
+$131K
|
+1,471
|
+0.4%
|
|
|
98
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$30.2M
|
-$369K
|
-4,159
|
-1%
|
|
|
99
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$30.2M
|
+$180K
|
+2,024
|
+0.6%
|
|
|
100
|
Executive Wealth Management
Brighton,
Michigan
|
$30.2M
|
-$1.97M
|
-22,200
|
-6%
|
|
