|
51
|
Charles Schwab Trust
Henderson,
Nevada
|
$16.9M
|
+$4.26M
|
+50,917
|
+32%
|
|
|
52
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$16.5M
|
+$175K
|
+2,096
|
+1%
|
|
|
53
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$16.4M
|
+$6.21M
|
+74,328
|
+59%
|
|
|
54
|
|
$15.2M
|
+$5.68M
|
+68,016
|
+57%
|
|
|
55
|
F3Logic
Burnsville,
Minnesota
|
$15.1M
|
+$4.88M
|
+58,369
|
+46%
|
|
|
56
|
Gallagher Benefit Services
Rolling Meadows,
Illinois
|
$15.1M
|
+$15.5M
|
+185,535
|
New
|
|
|
57
|
Avantax Advisory Services
Dallas,
Texas
|
$14.2M
|
-$807K
|
-9,655
|
-5%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$13.9M
|
+$7.37M
|
+88,235
|
+106%
|
|
|
59
|
Atria Investments
Charlotte,
North Carolina
|
$13.9M
|
+$7.29M
|
+87,178
|
+105%
|
|
|
60
|
M&T Bank
Buffalo,
New York
|
$13.8M
|
-$6.17M
|
-73,816
|
-30%
|
|
|
61
|
Cahill Financial Advisors
Edina,
Minnesota
|
$13.8M
|
+$4.64M
|
+55,503
|
+49%
|
|
|
62
|
Equitable Holdings
New York
|
$13.7M
|
+$615K
|
+7,358
|
+5%
|
|
|
63
|
MML Investors Services
Springfield,
Massachusetts
|
$13.3M
|
-$3.18M
|
-38,107
|
-19%
|
|
|
64
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.4M
|
-$415K
|
-4,961
|
-3%
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$12.2M
|
+$805K
|
+9,638
|
+7%
|
|
|
66
|
Colony Group
Boston,
Massachusetts
|
$11.6M
|
+$87.7K
|
+1,049
|
+0.7%
|
|
|
67
|
|
$11.6M
|
+$1.62M
|
+19,400
|
+16%
|
|
|
68
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$11.5M
|
-$1.81M
|
-21,687
|
-13%
|
|
|
69
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$11.5M
|
+$1.93M
|
+23,064
|
+20%
|
|
|
70
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.3M
|
-$2.78M
|
-33,217
|
-19%
|
|
|
71
|
Polen Capital Management
Boca Raton,
Florida
|
$11.1M
|
+$11.4M
|
+135,869
|
New
|
|
|
72
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$11M
|
-$6.97M
|
-83,365
|
-38%
|
|
|
73
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11M
|
-$1.43M
|
-17,134
|
-11%
|
|
|
74
|
|
$10.1M
|
+$9.01M
|
+107,794
|
+680%
|
|
|
75
|
Kestra Advisory Services
Austin,
Texas
|
$9.75M
|
-$3.19M
|
-38,194
|
-24%
|
|
