|
51
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$19.9M
|
+$494K
|
+9,100
|
+3%
|
|
|
52
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$19.8M
|
–
|
–
|
–
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$19.6M
|
-$8.09M
|
-148,885
|
-29%
|
|
|
54
|
United Services Automobile Association
San Antonio,
Texas
|
$18M
|
+$18.1M
|
+332,194
|
New
|
|
|
55
|
HighTower Advisors
Chicago,
Illinois
|
$17.7M
|
+$1.96M
|
+36,072
|
+12%
|
|
|
56
|
Relative Value Partners Group
|
$17.4M
|
+$284K
|
+5,226
|
+2%
|
|
|
57
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$17.3M
|
+$15.8M
|
+291,469
|
+1,064%
|
|
|
58
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$16.7M
|
+$9.79M
|
+180,243
|
+140%
|
|
|
59
|
Financial Life Advisors
San Antonio,
Texas
|
$16.3M
|
+$458K
|
+8,434
|
+3%
|
|
|
60
|
OneAscent Financial Services
Birmingham,
Alabama
|
$15.8M
|
+$950K
|
+17,486
|
+6%
|
|
|
61
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$15.5M
|
+$1.48M
|
+27,226
|
+11%
|
|
|
62
|
Money Design
Tokyo,
Japan
|
$15.5M
|
+$2.76M
|
+50,837
|
+22%
|
|
|
63
|
|
$15.2M
|
+$14.2M
|
+260,781
|
+1,379%
|
|
|
64
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$14.9M
|
+$4.6M
|
+84,658
|
+45%
|
|
|
65
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.8M
|
+$1.67M
|
+30,682
|
+13%
|
|
|
66
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$14.8M
|
-$3.98M
|
-73,333
|
-21%
|
|
|
67
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$13.9M
|
+$1.24M
|
+22,857
|
+10%
|
|
|
68
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$13.9M
|
+$3.97M
|
+73,060
|
+40%
|
|
|
69
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$13M
|
+$760K
|
+13,994
|
+6%
|
|
|
70
|
55I LLC
Boston,
Massachusetts
|
$12.6M
|
+$957K
|
+17,611
|
+8%
|
|
|
71
|
Kays Financial Advisory
Atlanta,
Georgia
|
$12.6M
|
+$2.34M
|
+43,018
|
+23%
|
|
|
72
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$12.3M
|
+$2.22M
|
+40,897
|
+22%
|
|
|
73
|
United Asset Strategies
Garden City,
New York
|
$11.8M
|
+$11.9M
|
+218,308
|
New
|
|
|
74
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$11.8M
|
-$6.81M
|
-125,412
|
-37%
|
|
|
75
|
Morningstar Investment Management
Chicago,
Illinois
|
$11M
|
+$1.35M
|
+24,786
|
+14%
|
|
