|
76
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21.7M
|
-$55.2K
|
-920
|
-3%
|
|
|
77
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
+$2.2M
|
+36,687
|
+12%
|
|
|
78
|
Managed Account Services
Coconut Grove,
Florida
|
$19.9M
|
-$980K
|
-16,342
|
-5%
|
|
|
79
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$19.8M
|
+$1.56M
|
+26,003
|
+9%
|
|
|
80
|
Whitcomb & Hess
Ashland,
Ohio
|
$19.5M
|
+$18.6M
|
+310,421
|
New
|
|
|
81
|
Oak Harvest Investment Services
Houston,
Texas
|
$19.1M
|
+$2.19M
|
+36,483
|
+14%
|
|
|
82
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$19.1M
|
+$217K
|
+3,624
|
+1%
|
|
|
83
|
Kestra Advisory Services
Austin,
Texas
|
$19.1M
|
+$9.2M
|
+153,363
|
+102%
|
|
|
84
|
Freestate Advisors
Overland Park,
Kansas
|
$19M
|
+$2.87M
|
+47,905
|
+19%
|
|
|
85
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.9M
|
–
|
–
|
–
|
|
|
86
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$18.7M
|
+$10M
|
+166,679
|
+128%
|
|
|
87
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$18.5M
|
-$9.49M
|
-158,128
|
-35%
|
|
|
88
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$17.4M
|
+$957K
|
+15,951
|
+6%
|
|
|
89
|
Financial Consulate
Hunt Valley,
Maryland
|
$17.2M
|
-$6.73M
|
-112,213
|
-29%
|
|
|
90
|
Symphony Financial
Houston,
Texas
|
$16.9M
|
-$1.77M
|
-29,463
|
-10%
|
|
|
91
|
Choice Wealth Advisors
Waterville,
Maine
|
$15.9M
|
+$936K
|
+15,602
|
+7%
|
|
|
92
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$15.8M
|
+$162K
|
+2,695
|
+1%
|
|
|
93
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$15.6M
|
+$429K
|
+7,160
|
+3%
|
|
|
94
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$14.6M
|
-$418K
|
-6,969
|
-3%
|
|
|
95
|
Courier Capital
Buffalo,
New York
|
$14.1M
|
+$327K
|
+5,452
|
+2%
|
|
|
96
|
Confluence Investment Management
St. Louis,
Missouri
|
$13.6M
|
-$1.93M
|
-32,096
|
-13%
|
|
|
97
|
Creative Planning
Overland Park,
Kansas
|
$13.5M
|
+$3.24K
|
+54
|
+0%
|
|
|
98
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$13.2M
|
+$3.82M
|
+63,624
|
+43%
|
|
|
99
|
Trilogy Capital
Irvine,
California
|
$13.1M
|
+$11.9M
|
+197,636
|
+5,253%
|
|
|
100
|
Navalign LLC
Encino,
California
|
$12.8M
|
+$44.9K
|
+749
|
+0.4%
|
|
