|
26
|
Creative Planning
Overland Park,
Kansas
|
$7.64M
|
+$102K
|
+2,055
|
+1%
|
|
|
27
|
Two Sigma Investments
New York
|
$7.49M
|
-$4.14M
|
-83,700
|
-36%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.38M
|
+$7.32M
|
+148,023
|
New
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$6.55M
|
+$1.16M
|
+23,383
|
+22%
|
|
|
30
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$5.55M
|
–
|
–
|
–
|
|
|
31
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$5.39M
|
-$107K
|
-2,168
|
-2%
|
|
|
32
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$5.27M
|
+$860K
|
+17,388
|
+20%
|
|
|
33
|
Hopwood Financial Services
Reston,
Virginia
|
$5.09M
|
+$83.3K
|
+1,683
|
+2%
|
|
|
34
|
Prospera Financial Services
Dallas,
Texas
|
$5.09M
|
+$489K
|
+9,891
|
+11%
|
|
|
35
|
OneAscent Financial Services
Birmingham,
Alabama
|
$4.59M
|
+$4.56M
|
+92,088
|
New
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.31M
|
+$236K
|
+4,767
|
+6%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.29M
|
+$2.57M
|
+51,943
|
+153%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.06M
|
+$57.1K
|
+1,155
|
+1%
|
|
|
39
|
Ducere Wealth Management
Newport Beach,
California
|
$3.98M
|
+$3.95M
|
+79,838
|
New
|
|
|
40
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3.83M
|
+$110K
|
+2,231
|
+3%
|
|
|
41
|
Matrix Asset Advisors
White Plains,
New York
|
$3.73M
|
-$76.8K
|
-1,553
|
-2%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$3.66M
|
-$159K
|
-3,215
|
-4%
|
|
|
43
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$3.4M
|
-$302K
|
-6,100
|
-8%
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$3.37M
|
+$995K
|
+20,110
|
+42%
|
|
|
45
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.32M
|
+$742K
|
+14,998
|
+29%
|
|
|
46
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.24M
|
+$3.22M
|
+65,062
|
New
|
|
|
47
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$3.09M
|
+$287K
|
+5,797
|
+10%
|
|
|
48
|
Maia Wealth
Denver,
Colorado
|
$2.98M
|
+$395K
|
+7,976
|
+14%
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$2.95M
|
+$356K
|
+7,206
|
+14%
|
|
|
50
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$2.92M
|
+$176K
|
+3,556
|
+6%
|
|
