|
51
|
Brio Consultants
San Francisco,
California
|
$65.8M
|
-$546K
|
-20,645
|
-0.9%
|
|
|
52
|
MAI Capital Management
Independence,
Ohio
|
$65.8M
|
+$25.2K
|
+952
|
+0%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$62.1M
|
-$4.82M
|
-182,181
|
-8%
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$61.6M
|
-$6.88M
|
-260,308
|
-11%
|
|
|
55
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$61.2M
|
-$857K
|
-32,430
|
-2%
|
|
|
56
|
Angeles Wealth Management
Santa Monica,
California
|
$61M
|
-$15.3M
|
-578,288
|
-22%
|
|
|
57
|
UBS Group
Zurich,
Switzerland
|
$60.9M
|
+$7.35M
|
+277,849
|
+15%
|
|
|
58
|
Koshinski Asset Management
Decatur,
Illinois
|
$60.7M
|
+$498K
|
+18,849
|
+0.9%
|
|
|
59
|
United Capital Financial Advisors
Irving,
Texas
|
$59.1M
|
-$4.57M
|
-172,890
|
-8%
|
|
|
60
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$59M
|
+$39.9M
|
+1,510,579
|
+296%
|
|
|
61
|
Financial Management Professionals
Austin,
Texas
|
$58M
|
+$2.2M
|
+83,292
|
+4%
|
|
|
62
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$58M
|
+$2.33M
|
+88,256
|
+5%
|
|
|
63
|
Nadler Financial Group
Deerfield,
Illinois
|
$56.7M
|
+$1.35M
|
+50,947
|
+3%
|
|
|
64
|
Merit Financial Group
Alpharetta,
Georgia
|
$56M
|
+$28.8M
|
+1,090,799
|
+132%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$54.7M
|
-$196K
|
-7,411
|
-0.4%
|
|
|
66
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$54.6M
|
+$1.07M
|
+40,523
|
+2%
|
|
|
67
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$54.1M
|
+$3.32M
|
+125,638
|
+7%
|
|
|
68
|
Gemmer Asset Management
Walnut Creek,
California
|
$53.6M
|
+$169K
|
+6,378
|
+0.3%
|
|
|
69
|
Atomi Financial Group
New York
|
$53.5M
|
+$9.97M
|
+376,970
|
+26%
|
|
|
70
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$52.8M
|
-$863K
|
-32,637
|
-2%
|
|
|
71
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$52.2M
|
-$26.3M
|
-993,143
|
-36%
|
|
|
72
|
HB Wealth Management
Atlanta,
Georgia
|
$52M
|
+$5.37M
|
+203,272
|
+13%
|
|
|
73
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$51M
|
+$99.7K
|
+3,771
|
+0.2%
|
|
|
74
|
Belpointe Asset Management
Reno,
Nevada
|
$50.4M
|
+$15.4M
|
+582,673
|
+51%
|
|
|
75
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$49.8M
|
+$793K
|
+29,976
|
+2%
|
|
