|
51
|
WBH Advisory
Baltimore,
Maryland
|
$12.2M
|
-$1.05M
|
-8,254
|
-8%
|
|
|
52
|
Allen Investment Management
New York
|
$11.6M
|
–
|
–
|
–
|
|
|
53
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.3M
|
-$4.63M
|
-36,297
|
-28%
|
|
|
54
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.1M
|
-$4.35M
|
-34,083
|
-27%
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$10.9M
|
+$4.7M
|
+36,831
|
+69%
|
|
|
56
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.8M
|
+$979K
|
+7,677
|
+9%
|
|
|
57
|
Calton & Associates
Tampa,
Florida
|
$10.6M
|
-$29.6K
|
-232
|
-0.3%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$10.6M
|
-$1.3M
|
-10,170
|
-10%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.2M
|
-$190K
|
-1,487
|
-2%
|
|
|
60
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$10.1M
|
+$385K
|
+3,016
|
+4%
|
|
|
61
|
|
$9.59M
|
+$5.98M
|
+46,872
|
+144%
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$9.47M
|
+$338K
|
+2,648
|
+3%
|
|
|
63
|
Chai Trust Company
Chicago,
Illinois
|
$9.43M
|
–
|
–
|
–
|
|
|
64
|
Madison Asset Management
Madison,
Wisconsin
|
$7.91M
|
+$27.4K
|
+215
|
+0.3%
|
|
|
65
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$7.86M
|
-$88.6K
|
-695
|
-1%
|
|
|
66
|
|
$7.74M
|
+$5.56M
|
+43,583
|
+213%
|
|
|
67
|
LCM Capital Management
Chicago,
Illinois
|
$7.48M
|
+$86.7K
|
+680
|
+1%
|
|
|
68
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$7.26M
|
-$546K
|
-4,281
|
-7%
|
|
|
69
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$7.14M
|
+$330K
|
+2,591
|
+5%
|
|
|
70
|
Summit Financial
Parsippany,
New Jersey
|
$7.11M
|
+$1.35M
|
+10,622
|
+22%
|
|
|
71
|
Hancock Whitney
Gulfport,
Mississippi
|
$7.11M
|
+$12.1K
|
+95
|
+0.2%
|
|
|
72
|
Equitable Holdings
New York
|
$6.77M
|
+$3.86M
|
+30,277
|
+148%
|
|
|
73
|
IEQ Capital
Foster City,
California
|
$6.47M
|
+$128
|
+1
|
+0%
|
|
|
74
|
BTG Pactual Asset Management US
New York
|
$6.27M
|
+$533K
|
+4,180
|
+9%
|
|
|
75
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$6.24M
|
-$136K
|
-1,069
|
-2%
|
|
