|
51
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$8.24M
|
+$1.68M
|
+26,750
|
+27%
|
|
|
52
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.11M
|
+$1.05M
|
+16,739
|
+15%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$8.09M
|
-$821K
|
-13,065
|
-9%
|
|
|
54
|
Cornerstone Management
Duluth,
Georgia
|
$8.08M
|
+$143K
|
+2,284
|
+2%
|
|
|
55
|
Merriman Wealth Management
Seattle,
Washington
|
$7.83M
|
-$443K
|
-7,050
|
-6%
|
|
|
56
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$7.8M
|
-$78.4K
|
-1,248
|
-1%
|
|
|
57
|
Fiducient Advisors
Chicago,
Illinois
|
$7.76M
|
-$46.3M
|
-737,868
|
-86%
|
|
|
58
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$7.61M
|
-$202K
|
-3,213
|
-3%
|
|
|
59
|
|
$7.04M
|
+$2.63M
|
+41,852
|
+62%
|
|
|
60
|
Wells Fargo
San Francisco,
California
|
$7.04M
|
+$720K
|
+11,464
|
+12%
|
|
|
61
|
Schroder Investment Management Group
London,
United Kingdom
|
$6.89M
|
+$6.59M
|
+105,000
|
New
|
|
|
62
|
Cannon Financial Strategists
Athens,
Georgia
|
$6.28M
|
-$79.1K
|
-1,260
|
-1%
|
|
|
63
|
Procyon Advisors
Shelton,
Connecticut
|
$6.15M
|
+$698K
|
+11,114
|
+13%
|
|
|
64
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$6.1M
|
+$5.93M
|
+94,390
|
New
|
|
|
65
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.85M
|
+$937K
|
+14,926
|
+20%
|
|
|
66
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.81M
|
+$402K
|
+6,404
|
+8%
|
|
|
67
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5.75M
|
+$5.3M
|
+84,447
|
+1,903%
|
|
|
68
|
Belpointe Asset Management
Reno,
Nevada
|
$5.66M
|
-$6.62M
|
-105,442
|
-55%
|
|
|
69
|
Peninsula Asset Management
Bradenton,
Florida
|
$5.65M
|
+$9.11K
|
+145
|
+0.2%
|
|
|
70
|
Cambridge Associates
Boston,
Massachusetts
|
$5.18M
|
+$5.03M
|
+80,120
|
New
|
|
|
71
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.81M
|
+$4.67M
|
+74,432
|
New
|
|
|
72
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.77M
|
-$61.5K
|
-980
|
-1%
|
|
|
73
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.65M
|
+$973K
|
+15,492
|
+27%
|
|
|
74
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$4.58M
|
-$71.9K
|
-1,145
|
-2%
|
|
|
75
|
AE Wealth Management
Topeka,
Kansas
|
$4.57M
|
+$2.06M
|
+32,741
|
+86%
|
|
