|
26
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$8.88M
|
+$8.39M
|
+81,090
|
New
|
|
|
27
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.66M
|
+$8.19M
|
+79,143
|
New
|
|
|
28
|
American Investment Services
Great Barrington,
Massachusetts
|
$8.1M
|
+$36.8K
|
+356
|
+0.5%
|
|
|
29
|
Bank of New York Mellon
New York
|
$8.03M
|
-$47.1K
|
-455
|
-0.6%
|
|
|
30
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$7.96M
|
-$805K
|
-7,778
|
-10%
|
|
|
31
|
CreativeOne Wealth
Overland Park,
Kansas
|
$7.52M
|
+$1.34M
|
+12,906
|
+23%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.86M
|
+$520K
|
+5,030
|
+9%
|
|
|
33
|
Capital Investment Advisors
Atlanta,
Georgia
|
$6.27M
|
+$659K
|
+6,369
|
+13%
|
|
|
34
|
Cozad Asset Management
Champaign,
Illinois
|
$5.72M
|
+$5.41M
|
+52,247
|
New
|
|
|
35
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.5M
|
+$394K
|
+3,805
|
+8%
|
|
|
36
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.46M
|
+$1.48M
|
+14,269
|
+40%
|
|
|
37
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$5.05M
|
+$1.86M
|
+18,015
|
+64%
|
|
|
38
|
Apella Capital
West Hartford,
Connecticut
|
$4.42M
|
+$234K
|
+2,266
|
+6%
|
|
|
39
|
Arete Wealth Advisors
Chicago,
Illinois
|
$4.25M
|
+$4.02M
|
+38,815
|
New
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.14M
|
+$282K
|
+2,722
|
+8%
|
|
|
41
|
Gray Wealth Management
Bangor,
Maine
|
$4.11M
|
+$64.8K
|
+626
|
+2%
|
|
|
42
|
Old National Bancorp
Evansville,
Indiana
|
$3.7M
|
-$1.45M
|
-13,989
|
-29%
|
|
|
43
|
Jackson Wealth Management
Lake Mary,
Florida
|
$3.57M
|
+$3.37M
|
+32,597
|
New
|
|
|
44
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$3.53M
|
+$229K
|
+2,217
|
+7%
|
|
|
45
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$3.49M
|
-$616K
|
-5,956
|
-16%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$3.45M
|
+$1.76M
|
+17,006
|
+117%
|
|
|
47
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.35M
|
–
|
–
|
–
|
|
|
48
|
Cardan Capital Partners
Denver,
Colorado
|
$3.28M
|
+$3.1M
|
+29,957
|
New
|
|
|
49
|
Paracle Advisors
Mercer Island,
Washington
|
$3.26M
|
-$235K
|
-2,267
|
-7%
|
|
|
50
|
Sandy Spring Bank
Olney,
Maryland
|
$3.22M
|
-$11.9K
|
-115
|
-0.4%
|
|
