|
51
|
Mariner
Overland Park,
Kansas
|
$23.5M
|
+$2.1M
|
+20,551
|
+10%
|
|
|
52
|
Americana Partners
Houston,
Texas
|
$22.8M
|
-$2.91M
|
-28,546
|
-11%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$21.7M
|
-$2.21M
|
-21,645
|
-9%
|
|
|
54
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$21.6M
|
+$1.05M
|
+10,254
|
+5%
|
|
|
55
|
Towerpoint Wealth
Sacramento,
California
|
$21.4M
|
-$4.19M
|
-41,065
|
-16%
|
|
|
56
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$21.3M
|
+$21.3M
|
+208,523
|
New
|
|
|
57
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$21.2M
|
-$8.4M
|
-82,338
|
-28%
|
|
|
58
|
Renaissance Technologies
New York
|
$21.1M
|
+$8.08M
|
+79,224
|
+62%
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$21M
|
+$2.72M
|
+26,642
|
+15%
|
|
|
60
|
|
$20.4M
|
+$4.9M
|
+48,032
|
+32%
|
|
|
61
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$20.1M
|
-$31K
|
-304
|
-0.2%
|
|
|
62
|
Kestra Advisory Services
Austin,
Texas
|
$19.7M
|
+$10.3M
|
+101,045
|
+110%
|
|
|
63
|
Centaurus Financial
Anaheim,
California
|
$18.7M
|
-$455K
|
-4,460
|
-2%
|
|
|
64
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$18.5M
|
+$17.6M
|
+172,590
|
+1,902%
|
|
|
65
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$18.2M
|
+$312K
|
+3,055
|
+2%
|
|
|
66
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$16.5M
|
-$7.46M
|
-73,130
|
-31%
|
|
|
67
|
Focused Wealth Management
Newburgh,
New York
|
$16.3M
|
-$52.1K
|
-511
|
-0.3%
|
|
|
68
|
Rockefeller Capital Management
New York
|
$16.2M
|
+$7.55M
|
+74,039
|
+87%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$16.1M
|
+$471K
|
+4,618
|
+3%
|
|
|
70
|
John W. Brooker & Co
Oakland,
California
|
$15.5M
|
+$1.89M
|
+18,574
|
+14%
|
|
|
71
|
Capital Advantage
Walnut Creek,
California
|
$14.9M
|
+$340K
|
+3,332
|
+2%
|
|
|
72
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.8M
|
-$477K
|
-4,675
|
-3%
|
|
|
73
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$14.6M
|
-$4.34M
|
-42,589
|
-23%
|
|
|
74
|
Derby & Company
Newton,
Massachusetts
|
$14.6M
|
+$973K
|
+9,541
|
+7%
|
|
|
75
|
Column Capital Advisors
Indianapolis,
Indiana
|
$14.6M
|
+$5.57M
|
+54,612
|
+62%
|
|
