|
51
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$28.3M
|
+$2.62M
|
+43,097
|
+10%
|
|
|
52
|
TSG Advice Partners
Columbus,
Ohio
|
$28.2M
|
+$27.9M
|
+457,839
|
+2,502%
|
|
|
53
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$27.8M
|
+$1.11M
|
+18,297
|
+4%
|
|
|
54
|
Corient Private Wealth
Miami,
Florida
|
$27.8M
|
+$478K
|
+7,856
|
+2%
|
|
|
55
|
Waverly Advisors
Birmingham,
Alabama
|
$27.7M
|
+$3.14M
|
+51,578
|
+12%
|
|
|
56
|
Financial Strategies Group
Okemos,
Michigan
|
$27.5M
|
+$1.6M
|
+26,363
|
+7%
|
|
|
57
|
MML Investors Services
Springfield,
Massachusetts
|
$27.4M
|
-$2.02M
|
-33,190
|
-7%
|
|
|
58
|
AssetMark Inc
Concord,
California
|
$26.2M
|
+$1.02M
|
+16,732
|
+4%
|
|
|
59
|
D.J. St. Germain
Springfield,
Massachusetts
|
$25M
|
-$1.32M
|
-21,759
|
-5%
|
|
|
60
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.6M
|
+$2.82M
|
+46,290
|
+10%
|
|
|
61
|
First National Trust
Hermitage,
Pennsylvania
|
$24.1M
|
-$122K
|
-2,005
|
-0.5%
|
|
|
62
|
Penserra Capital Management
Orinda,
California
|
$24.1M
|
+$7.86M
|
+129,169
|
+47%
|
|
|
63
|
Integrity Advisory Solutions
Dallas,
Texas
|
$23.9M
|
+$489K
|
+8,035
|
+2%
|
|
|
64
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$23.9M
|
+$2.8M
|
+45,919
|
+13%
|
|
|
65
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$23.7M
|
-$16M
|
-262,762
|
-40%
|
|
|
66
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$23.6M
|
+$24.3M
|
+398,410
|
New
|
|
|
67
|
|
$22.9M
|
+$14.8M
|
+243,175
|
+169%
|
|
|
68
|
OneAscent Financial Services
Birmingham,
Alabama
|
$22.9M
|
+$23.5M
|
+386,070
|
New
|
|
|
69
|
Rockefeller Capital Management
New York
|
$22.7M
|
+$2.45M
|
+40,275
|
+12%
|
|
|
70
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$22.6M
|
+$2.09M
|
+34,412
|
+10%
|
|
|
71
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$21.6M
|
+$10.5M
|
+172,496
|
+90%
|
|
|
72
|
AQR Capital Management
Greenwich,
Connecticut
|
$21.5M
|
+$10.8M
|
+176,791
|
+95%
|
|
|
73
|
RFG Advisory
Birmingham,
Alabama
|
$20.6M
|
-$2.02M
|
-33,154
|
-9%
|
|
|
74
|
Reston Wealth Management
Reston,
Virginia
|
$20.3M
|
-$2.55M
|
-41,862
|
-11%
|
|
|
75
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$20M
|
+$17.3M
|
+285,013
|
+544%
|
|
