|
76
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$47M
|
+$1.84M
|
+25,947
|
+4%
|
|
|
77
|
25 LLC
St. Louis,
Missouri
|
$46.5M
|
+$720K
|
+10,138
|
+2%
|
|
|
78
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.4M
|
+$3.14M
|
+44,251
|
+8%
|
|
|
79
|
Peak Financial Management
Wellesley,
Massachusetts
|
$44.1M
|
+$479K
|
+6,743
|
+1%
|
|
|
80
|
GeoWealth Management
Chicago,
Illinois
|
$43.4M
|
-$1.39M
|
-19,547
|
-3%
|
|
|
81
|
Allen Investment Management
New York
|
$43.2M
|
+$7.2M
|
+101,417
|
+21%
|
|
|
82
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$43M
|
-$652K
|
-9,181
|
-2%
|
|
|
83
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$42.9M
|
+$606K
|
+8,533
|
+1%
|
|
|
84
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$42.5M
|
+$985K
|
+13,872
|
+2%
|
|
|
85
|
Greenline Partners
New York
|
$41.6M
|
+$3.89M
|
+54,771
|
+11%
|
|
|
86
|
James J. Burns & Company
Melville,
New York
|
$40.7M
|
+$83.5K
|
+1,176
|
+0.2%
|
|
|
87
|
Fidelity Investments
Boston,
Massachusetts
|
$39M
|
+$4.7M
|
+66,147
|
+14%
|
|
|
88
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$38.9M
|
+$1.27M
|
+17,901
|
+3%
|
|
|
89
|
Estate Counselors
Thiensville,
Wisconsin
|
$38M
|
+$2.6M
|
+36,635
|
+8%
|
|
|
90
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$37.8M
|
+$1.67M
|
+23,550
|
+5%
|
|
|
91
|
Mariner
Overland Park,
Kansas
|
$37.6M
|
+$2.33M
|
+32,879
|
+7%
|
|
|
92
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$37.6M
|
-$7.3M
|
-102,800
|
-17%
|
|
|
93
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$37.1M
|
-$1.96M
|
-27,604
|
-5%
|
|
|
94
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$37M
|
+$73.2K
|
+1,031
|
+0.2%
|
|
|
95
|
Burrus Financial Services
Salt Lake City,
Utah
|
$36.6M
|
-$285K
|
-4,010
|
-0.8%
|
|
|
96
|
|
$35.8M
|
-$2.88M
|
-40,539
|
-8%
|
|
|
97
|
Penserra Capital Management
Orinda,
California
|
$35M
|
+$33.8M
|
+475,829
|
New
|
|
|
98
|
WBH Advisory
Baltimore,
Maryland
|
$34.8M
|
+$300K
|
+4,229
|
+0.9%
|
|
|
99
|
Avantax Planning Partners
Dubuque,
Iowa
|
$34.5M
|
-$680K
|
-9,579
|
-2%
|
|
|
100
|
Mercer Global Advisors
Denver,
Colorado
|
$34.5M
|
+$3.85M
|
+54,230
|
+13%
|
|
