|
26
|
HB Wealth Management
Atlanta,
Georgia
|
$230M
|
-$407K
|
-4,041
|
-0.2%
|
|
|
27
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$221M
|
+$7.16M
|
+70,973
|
+3%
|
|
|
28
|
Fidelity Investments
Boston,
Massachusetts
|
$197M
|
-$584K
|
-5,796
|
-0.3%
|
|
|
29
|
NewEdge Advisors
New Orleans,
Louisiana
|
$186M
|
+$15M
|
+149,006
|
+8%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$184M
|
-$1.94M
|
-19,225
|
-1%
|
|
|
31
|
SoFi Wealth
San Francisco,
California
|
$172M
|
+$183M
|
+1,811,974
|
+4,024%
|
|
|
32
|
HighTower Advisors
Chicago,
Illinois
|
$165M
|
-$5.47M
|
-54,297
|
-3%
|
|
|
33
|
Bank of New York Mellon
New York
|
$160M
|
+$10.5M
|
+103,764
|
+6%
|
|
|
34
|
Huntington National Bank
Columbus,
Ohio
|
$158M
|
–
|
–
|
–
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$154M
|
+$565K
|
+5,600
|
+0.3%
|
|
|
36
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$150M
|
+$17.3M
|
+172,033
|
+12%
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$149M
|
-$5.65M
|
-56,020
|
-3%
|
|
|
38
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$136M
|
+$4.74M
|
+47,026
|
+3%
|
|
|
39
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$134M
|
+$4.88M
|
+48,398
|
+4%
|
|
|
40
|
USA Financial Formulas
Ada,
Michigan
|
$122M
|
+$49.3M
|
+488,603
|
+59%
|
|
|
41
|
JB Capital
Wethersfield,
Connecticut
|
$120M
|
+$4.89M
|
+48,503
|
+4%
|
|
|
42
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$116M
|
+$6.53M
|
+64,755
|
+5%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$114M
|
+$3.83M
|
+37,944
|
+3%
|
|
|
44
|
United Capital Financial Advisors
Irving,
Texas
|
$114M
|
-$4.17M
|
-41,393
|
-3%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$109M
|
+$15.4M
|
+152,554
|
+15%
|
|
|
46
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$105M
|
+$75.3M
|
+747,194
|
+192%
|
|
|
47
|
Midland Wealth Advisors
Effingham,
Illinois
|
$105M
|
-$2.62M
|
-25,977
|
-2%
|
|
|
48
|
Modern Wealth Management
Lenexa,
Kansas
|
$103M
|
+$23.1M
|
+229,167
|
+26%
|
|
|
49
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$100M
|
+$505K
|
+5,005
|
+0.5%
|
|
|
50
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$100M
|
-$27.9M
|
-276,276
|
-20%
|
|
