|
26
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$47.3M
|
-$1.26M
|
-5,064
|
-3%
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$44.2M
|
+$129K
|
+518
|
+0.3%
|
|
|
28
|
One Capital Management
Westlake Village,
California
|
$44.2M
|
+$1.65M
|
+6,645
|
+4%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$41.1M
|
-$3.05M
|
-12,262
|
-7%
|
|
|
30
|
IEQ Capital
Foster City,
California
|
$41M
|
+$174K
|
+699
|
+0.4%
|
|
|
31
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$40.9M
|
+$2.2M
|
+8,838
|
+6%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$38M
|
+$6.35M
|
+25,550
|
+20%
|
|
|
33
|
Investment Planning Advisors
Cumming,
Georgia
|
$34.2M
|
-$152K
|
-611
|
-0.4%
|
|
|
34
|
ProVise Management Group
Clearwater,
Florida
|
$33.8M
|
+$316K
|
+1,271
|
+1%
|
|
|
35
|
Black Diamond Financial
Towson,
Maryland
|
$28.4M
|
-$34.6K
|
-139
|
-0.1%
|
|
|
36
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$27.1M
|
-$5.36M
|
-21,552
|
-17%
|
|
|
37
|
West Wealth Group
Irvine,
California
|
$26.1M
|
+$1.72M
|
+6,920
|
+7%
|
|
|
38
|
|
$25.4M
|
+$21.2M
|
+85,413
|
+547%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.8M
|
-$2.29M
|
-9,227
|
-9%
|
|
|
40
|
Triad Wealth Partners
Lawrence,
Kansas
|
$23.6M
|
+$4.86M
|
+19,549
|
+26%
|
|
|
41
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.5M
|
+$503K
|
+2,022
|
+2%
|
|
|
42
|
Praetorian Wealth Management
Carmel,
California
|
$22.7M
|
-$509K
|
-2,048
|
-2%
|
|
|
43
|
MGO One Seven
Beachwood,
Ohio
|
$22.5M
|
+$9.03M
|
+36,332
|
+68%
|
|
|
44
|
Financial Services Advisory
Rockville,
Maryland
|
$22.5M
|
-$321K
|
-1,293
|
-1%
|
|
|
45
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22M
|
-$356K
|
-1,431
|
-2%
|
|
|
46
|
Empirical Wealth Management
Seattle,
Washington
|
$21.5M
|
+$663K
|
+2,666
|
+3%
|
|
|
47
|
Capital Investment Advisors
Atlanta,
Georgia
|
$21.4M
|
+$1.31M
|
+5,254
|
+7%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.3M
|
+$1.76M
|
+7,079
|
+9%
|
|
|
49
|
Win Advisors
Palm Beach Gardens,
Florida
|
$21M
|
+$20.8M
|
+83,640
|
New
|
|
|
50
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$20.9M
|
-$828K
|
-3,330
|
-4%
|
|
