|
51
|
Aspiriant LLC
Los Angeles,
California
|
14,6 Mio. $
|
+246.289 $
|
+1.570
|
+2 %
|
|
|
52
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
13,8 Mio. $
|
+616.821 $
|
+3.932
|
+5 %
|
|
|
53
|
Family CFO
Los Altos,
California
|
12,8 Mio. $
|
+7.530 $
|
+48
|
+0,1 %
|
|
|
54
|
Coldstream Capital Management
Bellevue,
Washington
|
12,7 Mio. $
|
-185.423 $
|
-1.182
|
-1 %
|
|
|
55
|
Causeway Capital Management
Los Angeles,
California
|
12,5 Mio. $
|
-3,56 Mio. $
|
-22.674
|
-22 %
|
|
|
56
|
Modera Wealth Management
Westwood,
New Jersey
|
12,5 Mio. $
|
+5.020 $
|
+32
|
+0 %
|
|
|
57
|
Strategic Financial Planning
Plano,
Texas
|
12 Mio. $
|
+12,3 Mio. $
|
+78.172
|
Neu
|
|
|
58
|
Columbus Macro
New Castle,
Pennsylvania
|
11,7 Mio. $
|
-243.309 $
|
-1.551
|
-2 %
|
|
|
59
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
11,7 Mio. $
|
-20.237 $
|
-129
|
-0,2 %
|
|
|
60
|
25 LLC
St. Louis,
Missouri
|
11,5 Mio. $
|
-66.514 $
|
-424
|
-0,6 %
|
|
|
61
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
11,4 Mio. $
|
+2,69 Mio. $
|
+17.170
|
+30 %
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
11,2 Mio. $
|
+82.044 $
|
+523
|
+0,7 %
|
|
|
63
|
IFG Advisors
St. Louis,
Missouri
|
10,9 Mio. $
|
+1.726 $
|
+11
|
+0 %
|
|
|
64
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
10,8 Mio. $
|
-90.201 $
|
-575
|
-0,8 %
|
|
|
65
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
10,8 Mio. $
|
+321.117 $
|
+2.047
|
+3 %
|
|
|
66
|
Valmark Advisers
Akron,
Ohio
|
10,6 Mio. $
|
-772.281 $
|
-4.923
|
-7 %
|
|
|
67
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
10,5 Mio. $
|
+741.221 $
|
+4.725
|
+7 %
|
|
|
68
|
Voya Financial Advisors
Windsor,
Connecticut
|
10,5 Mio. $
|
+5,22 Mio. $
|
+33.254
|
+96 %
|
|
|
69
|
Corient Private Wealth
Miami,
Florida
|
10,4 Mio. $
|
-32,5 Mio. $
|
-206.875
|
-75 %
|
|
|
70
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
10,4 Mio. $
|
-130.831 $
|
-834
|
-1 %
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
10,3 Mio. $
|
+2,64 Mio. $
|
+16.846
|
+34 %
|
|
|
72
|
Newton One Investments
Newark,
Delaware
|
10,3 Mio. $
|
-79.064 $
|
-504
|
-0,8 %
|
|
|
73
|
Beaird Harris Wealth Management
Dallas,
Texas
|
10,3 Mio. $
|
-210.836 $
|
-1.344
|
-2 %
|
|
|
74
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
10,2 Mio. $
|
+539.169 $
|
+3.437
|
+5 %
|
|
|
75
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
10,1 Mio. $
|
-92.555 $
|
-590
|
-0,9 %
|
|
