|
76
|
55I LLC
Boston,
Massachusetts
|
$17.9M
|
+$2.34M
|
+41,832
|
+15%
|
|
|
77
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$17.8M
|
-$15.7K
|
-280
|
-0.9%
|
|
|
78
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$17.5M
|
-$296K
|
-5,281
|
-2%
|
|
|
79
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$16.9M
|
+$397K
|
+7,094
|
+2%
|
|
|
80
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.7M
|
+$1.35M
|
+24,062
|
+9%
|
|
|
81
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$16.3M
|
-$4.37M
|
-78,057
|
-21%
|
|
|
82
|
Truist Financial
Charlotte,
North Carolina
|
$16.2M
|
+$828K
|
+14,777
|
+5%
|
|
|
83
|
Geneos Wealth Management
Englewood,
Colorado
|
$16.1M
|
-$285K
|
-5,088
|
-2%
|
|
|
84
|
Oak Harvest Investment Services
Houston,
Texas
|
$15M
|
+$2.32M
|
+41,419
|
+18%
|
|
|
85
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$14.6M
|
-$571K
|
-10,187
|
-4%
|
|
|
86
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$14.4M
|
+$148K
|
+2,637
|
+1%
|
|
|
87
|
Freestate Advisors
Overland Park,
Kansas
|
$14.3M
|
+$14.2M
|
+253,297
|
New
|
|
|
88
|
Confluence Investment Management
St. Louis,
Missouri
|
$14M
|
-$11M
|
-196,841
|
-44%
|
|
|
89
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$13.6M
|
+$1.31M
|
+23,302
|
+11%
|
|
|
90
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$13.5M
|
-$1.18K
|
-21
|
-0%
|
|
|
91
|
Choice Wealth Advisors
Waterville,
Maine
|
$13.3M
|
+$655K
|
+11,689
|
+5%
|
|
|
92
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$12.8M
|
+$739K
|
+13,199
|
+6%
|
|
|
93
|
Courier Capital
Buffalo,
New York
|
$12.4M
|
-$378K
|
-6,756
|
-3%
|
|
|
94
|
Creative Planning
Overland Park,
Kansas
|
$12.1M
|
+$185K
|
+3,303
|
+2%
|
|
|
95
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$11.5M
|
-$98.6M
|
-1,759,296
|
-90%
|
|
|
96
|
Foresight Wealth Management
Draper,
Utah
|
$11.5M
|
-$100K
|
-1,793
|
-0.9%
|
|
|
97
|
Navalign LLC
Encino,
California
|
$11.4M
|
+$11.4M
|
+203,010
|
New
|
|
|
98
|
Iron Horse Wealth Management
Johston,
Iowa
|
$11.2M
|
+$188K
|
+3,359
|
+2%
|
|
|
99
|
ERn Financial LLC
Middleton,
Wisconsin
|
$11M
|
+$28.2K
|
+504
|
+0.3%
|
|
|
100
|
Affinity Capital Advisors
Berkeley,
California
|
$10.9M
|
-$2.38M
|
-42,470
|
-18%
|
|
