|
51
|
Equitable Holdings
New York
|
$12.9M
|
+$737K
|
+8,187
|
+5%
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$12.7M
|
+$189K
|
+2,098
|
+1%
|
|
|
53
|
Charles Schwab Trust
Henderson,
Nevada
|
$12.6M
|
+$14.1M
|
+156,937
|
New
|
|
|
54
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.5M
|
-$1.45M
|
-16,078
|
-9%
|
|
|
55
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.2M
|
+$263K
|
+2,925
|
+2%
|
|
|
56
|
Colony Group
Boston,
Massachusetts
|
$11.4M
|
+$12.7M
|
+141,563
|
New
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$11.3M
|
-$2.35M
|
-26,066
|
-16%
|
|
|
58
|
Edge Capital Group
Atlanta,
Georgia
|
$10.3M
|
+$2.85M
|
+31,617
|
+33%
|
|
|
59
|
F3Logic
Burnsville,
Minnesota
|
$10.2M
|
+$3.09M
|
+34,289
|
+37%
|
|
|
60
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.2M
|
-$166K
|
-1,846
|
-1%
|
|
|
61
|
|
$10.2M
|
–
|
–
|
–
|
|
|
62
|
WJ Wealth Management
Glendale,
Arizona
|
$9.79M
|
+$11M
|
+122,182
|
New
|
|
|
63
|
William Blair & Company
Chicago,
Illinois
|
$9.72M
|
-$2.22M
|
-24,602
|
-17%
|
|
|
64
|
|
$9.49M
|
-$39.3K
|
-436
|
-0.4%
|
|
|
65
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$9.45M
|
+$2.77M
|
+30,792
|
+35%
|
|
|
66
|
Stifel Financial
St. Louis,
Missouri
|
$9.23M
|
+$3.93M
|
+43,682
|
+61%
|
|
|
67
|
Petix & Botte Financial
La Mesa,
California
|
$9.22M
|
+$35.6K
|
+395
|
+0.3%
|
|
|
68
|
Cahill Financial Advisors
Edina,
Minnesota
|
$9.16M
|
+$3.46M
|
+38,451
|
+51%
|
|
|
69
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$9.09M
|
-$31.6M
|
-351,292
|
-76%
|
|
|
70
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.86M
|
-$311K
|
-3,452
|
-3%
|
|
|
71
|
Coho Partners
Berwyn,
Pennsylvania
|
$8.65M
|
+$9.72M
|
+107,923
|
New
|
|
|
72
|
AE Wealth Management
Topeka,
Kansas
|
$8.45M
|
-$229K
|
-2,548
|
-2%
|
|
|
73
|
Howe & Rusling
Rochester,
New York
|
$8.33M
|
+$469K
|
+5,208
|
+5%
|
|
|
74
|
Financial Council
Towson,
Maryland
|
$8.28M
|
-$178K
|
-1,978
|
-2%
|
|
|
75
|
Spire Wealth Management
Mclean,
Virginia
|
$8.25M
|
-$3M
|
-33,361
|
-24%
|
|
