|
26
|
Creative Planning
Overland Park,
Kansas
|
$10.2M
|
+$631K
|
+52,492
|
+6%
|
|
|
27
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$10.2M
|
-$2.33M
|
-193,381
|
-18%
|
|
|
28
|
Marshall Wace
London,
United Kingdom
|
$9.97M
|
-$1.05M
|
-87,400
|
-9%
|
|
|
29
|
One Capital Management
Westlake Village,
California
|
$9M
|
+$8.37M
|
+695,449
|
+819%
|
|
|
30
|
Clearstead Advisors
Cleveland,
Ohio
|
$8.52M
|
+$1.38M
|
+114,445
|
+18%
|
|
|
31
|
Principal Financial Group
Des Moines,
Iowa
|
$8.27M
|
+$7.49M
|
+622,895
|
+658%
|
|
|
32
|
Live Oak Investment Partners
Austin,
Texas
|
$7.7M
|
–
|
–
|
–
|
|
|
33
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$7.57M
|
-$76.1K
|
-6,325
|
-1%
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$7.51M
|
-$3.62M
|
-300,693
|
-32%
|
|
|
35
|
Arkos Global Advisors
Houston,
Texas
|
$7.15M
|
-$485K
|
-40,330
|
-6%
|
|
|
36
|
MAI Capital Management
Independence,
Ohio
|
$7.02M
|
+$7.33M
|
+609,201
|
New
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$6.81M
|
-$7.77K
|
-646
|
-0.1%
|
|
|
38
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.71M
|
-$294K
|
-24,466
|
-4%
|
|
|
39
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$6.68M
|
+$312K
|
+25,894
|
+5%
|
|
|
40
|
Prairiewood Capital
Fargo,
North Dakota
|
$6.45M
|
+$364K
|
+30,293
|
+6%
|
|
|
41
|
Manske Wealth Management
Houston,
Texas
|
$6.22M
|
+$6.49M
|
+539,756
|
New
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$6.16M
|
-$30K
|
-2,496
|
-0.5%
|
|
|
43
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.04M
|
+$4.54M
|
+377,325
|
+257%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$6M
|
+$218K
|
+18,133
|
+4%
|
|
|
45
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$5.96M
|
-$2.41M
|
-200,590
|
-28%
|
|
|
46
|
Atria Investments
Charlotte,
North Carolina
|
$5.94M
|
-$654K
|
-54,394
|
-10%
|
|
|
47
|
Steward Partners Investment Advisory
New York
|
$5.91M
|
+$1.44M
|
+119,702
|
+30%
|
|
|
48
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.75M
|
+$287K
|
+23,860
|
+5%
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$5.73M
|
+$174K
|
+14,444
|
+3%
|
|
|
50
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$5.72M
|
+$49.7K
|
+4,135
|
+0.8%
|
|
