|
51
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
14,7 Mio. $
|
+244.800 $
|
+4.010
|
+2 %
|
|
|
52
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
14 Mio. $
|
+397.663 $
|
+6.514
|
+3 %
|
|
|
53
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
14 Mio. $
|
-550.342 $
|
-9.015
|
-4 %
|
|
|
54
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
13,5 Mio. $
|
-486.792 $
|
-7.974
|
-3 %
|
|
|
55
|
Centaurus Financial
Anaheim,
California
|
12,9 Mio. $
|
-294.737 $
|
-4.828
|
-2 %
|
|
|
56
|
Estate Planners Group
Yardley,
Pennsylvania
|
12,8 Mio. $
|
+254.201 $
|
+4.164
|
+2 %
|
|
|
57
|
NewEdge Advisors
New Orleans,
Louisiana
|
12,3 Mio. $
|
+689.164 $
|
+11.289
|
+6 %
|
|
|
58
|
Mercer Global Advisors
Denver,
Colorado
|
12,2 Mio. $
|
-457.367 $
|
-7.492
|
-4 %
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
11,7 Mio. $
|
-18 Mio. $
|
-294.717
|
-61 %
|
|
|
60
|
JSF Financial
Los Angeles,
California
|
11,4 Mio. $
|
+463.106 $
|
+7.586
|
+4 %
|
|
|
61
|
Summit Financial
Parsippany,
New Jersey
|
11,1 Mio. $
|
-1,63 Mio. $
|
-26.687
|
-13 %
|
|
|
62
|
Lighthouse Financial Services
Brea,
California
|
10,8 Mio. $
|
+243.884 $
|
+3.995
|
+2 %
|
|
|
63
|
Seros Financial
Tempe,
Arizona
|
10,8 Mio. $
|
+221.968 $
|
+3.636
|
+2 %
|
|
|
64
|
Vision Retirement
Ridgewood,
New Jersey
|
10,7 Mio. $
|
+266.838 $
|
+4.371
|
+3 %
|
|
|
65
|
KPP Advisory Services
Louisville,
Kentucky
|
10,6 Mio. $
|
+414.207 $
|
+6.785
|
+4 %
|
|
|
66
|
Precedent Wealth Partners
Houston,
Texas
|
10,6 Mio. $
|
-106.467 $
|
-1.744
|
-1 %
|
|
|
67
|
MGO One Seven
Beachwood,
Ohio
|
9,7 Mio. $
|
+7,77 Mio. $
|
+127.204
|
+409 %
|
|
|
68
|
|
9,5 Mio. $
|
+9,5 Mio. $
|
+155.798
|
Neu
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
9,31 Mio. $
|
-296.996 $
|
-4.865
|
-3 %
|
|
|
70
|
Concurrent Investment Advisors
Tampa,
Florida
|
9,09 Mio. $
|
+446.867 $
|
+7.320
|
+5 %
|
|
|
71
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
9,06 Mio. $
|
-146.514 $
|
-2.400
|
-2 %
|
|
|
72
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
9,06 Mio. $
|
+9,03 Mio. $
|
+147.911
|
Neu
|
|
|
73
|
World Investment Advisors
Santa Barbara,
California
|
8,97 Mio. $
|
-17.093 $
|
-280
|
-0,2 %
|
|
|
74
|
Rockefeller Capital Management
New York
|
8,63 Mio. $
|
-3,09 Mio. $
|
-50.553
|
-26 %
|
|
|
75
|
D.A. Davidson & Co
Great Falls,
Montana
|
8,54 Mio. $
|
+137.967 $
|
+2.260
|
+2 %
|
|
