|
351
|
Pinion Investment Advisors
Wichita,
Kansas
|
$40.6M
|
+$5.73M
|
+14,005
|
+18%
|
|
|
352
|
Fifth Third Securities
Cincinnati,
Ohio
|
$40.3M
|
+$1.82M
|
+4,436
|
+5%
|
|
|
353
|
Sierra Capital
Miami,
Florida
|
$39.9M
|
-$508K
|
-1,241
|
-1%
|
|
|
354
|
Freestone Capital Holdings
Seattle,
Washington
|
$39.9M
|
+$389K
|
+950
|
+1%
|
|
|
355
|
Wellington Management Group
Boston,
Massachusetts
|
$39.9M
|
–
|
–
|
–
|
|
|
356
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$39.8M
|
+$37.3M
|
+91,156
|
New
|
|
|
357
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$39.6M
|
-$199K
|
-486
|
-0.5%
|
|
|
358
|
Steph & Co
Marinette,
Wisconsin
|
$39.4M
|
+$54.9K
|
+134
|
+0.1%
|
|
|
359
|
David Kennon
Sarasota,
Florida
|
$39M
|
+$228K
|
+556
|
+0.6%
|
|
|
360
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38.9M
|
+$8.59M
|
+20,979
|
+31%
|
|
|
361
|
Sompo Asset Management
Tokyo,
Japan
|
$38.7M
|
-$257K
|
-627
|
-0.7%
|
|
|
362
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$38.6M
|
+$20.1K
|
+49
|
+0.1%
|
|
|
363
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$38.5M
|
+$36.1M
|
+88,213
|
New
|
|
|
364
|
Northeast Investment Management
Boston,
Massachusetts
|
$38.4M
|
+$3.02M
|
+7,367
|
+9%
|
|
|
365
|
3Chopt Investment Partners
Richmond,
Virginia
|
$38.4M
|
+$1.92M
|
+4,702
|
+6%
|
|
|
366
|
Regions Financial Corp
Birmingham,
Alabama
|
$38.2M
|
+$2.63M
|
+6,431
|
+8%
|
|
|
367
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$37.7M
|
+$823K
|
+2,011
|
+2%
|
|
|
368
|
AJ Advisors
Nashville,
Tennessee
|
$37.4M
|
+$1.5M
|
+3,656
|
+4%
|
|
|
369
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$37.3M
|
+$9.48M
|
+23,157
|
+37%
|
|
|
370
|
CFO4Life Group
Coppell,
Texas
|
$37.3M
|
+$445K
|
+1,086
|
+1%
|
|
|
371
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$37.2M
|
-$743K
|
-1,816
|
-2%
|
|
|
372
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$37.2M
|
-$743K
|
-1,816
|
-2%
|
|
|
373
|
|
$37.1M
|
+$34.8M
|
+84,934
|
New
|
|
|
374
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$37M
|
+$737K
|
+1,800
|
+2%
|
|
|
375
|
Trek Financial
Scottsdale,
Arizona
|
$36.9M
|
-$5.97M
|
-14,572
|
-15%
|
|
