|
26
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$40.5M
|
+$2.13M
|
+19,112
|
+6%
|
|
|
27
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$37.5M
|
-$14.7M
|
-131,736
|
-28%
|
|
|
28
|
Sandy Spring Bank
Olney,
Maryland
|
$33.8M
|
+$519K
|
+4,659
|
+2%
|
|
|
29
|
Madison Wealth Partners
Madison,
Wisconsin
|
$32.9M
|
+$1.54M
|
+13,851
|
+5%
|
|
|
30
|
United Capital Financial Advisors
Irving,
Texas
|
$31.3M
|
-$1.48M
|
-13,316
|
-5%
|
|
|
31
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$29.1M
|
+$28M
|
+251,397
|
New
|
|
|
32
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$28.8M
|
+$130K
|
+1,162
|
+0.5%
|
|
|
33
|
People's United Financial
Bridgeport,
Connecticut
|
$28.6M
|
-$4.93M
|
-44,213
|
-15%
|
|
|
34
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$27.8M
|
+$230K
|
+2,061
|
+0.9%
|
|
|
35
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$27.7M
|
+$26.7M
|
+239,639
|
New
|
|
|
36
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$27.7M
|
–
|
–
|
–
|
|
|
37
|
Insight Wealth Strategies
San Ramon,
California
|
$24.2M
|
+$642K
|
+5,760
|
+3%
|
|
|
38
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$23.4M
|
+$1.23M
|
+11,026
|
+6%
|
|
|
39
|
Win Advisors
Palm Beach Gardens,
Florida
|
$23.2M
|
+$22.4M
|
+200,697
|
New
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$23M
|
+$1.23M
|
+11,026
|
+6%
|
|
|
41
|
Veracity Capital
Atlanta,
Georgia
|
$22.8M
|
+$1.05M
|
+9,440
|
+5%
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22.5M
|
-$958K
|
-8,592
|
-4%
|
|
|
43
|
CX Institutional
Auburn,
Indiana
|
$22.5M
|
+$1.1M
|
+9,864
|
+5%
|
|
|
44
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$22.2M
|
-$2.38M
|
-21,382
|
-10%
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$21.4M
|
-$870K
|
-7,801
|
-4%
|
|
|
46
|
Madison Asset Management
Madison,
Wisconsin
|
$21.4M
|
+$17.1M
|
+153,770
|
+492%
|
|
|
47
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$21.1M
|
-$721K
|
-6,472
|
-3%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$20.7M
|
+$7.58M
|
+67,965
|
+61%
|
|
|
49
|
Cetera Advisor Networks
El Segundo,
California
|
$20.3M
|
+$273K
|
+2,448
|
+1%
|
|
|
50
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.8M
|
-$441K
|
-3,955
|
-2%
|
|
