|
51
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$6.95M
|
–
|
–
|
–
|
|
|
52
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$6.73M
|
+$1.52M
|
+55,173
|
+30%
|
|
|
53
|
Symphony Financial
Houston,
Texas
|
$6.7M
|
+$471K
|
+17,075
|
+8%
|
|
|
54
|
Blue Edge Capital
Richmond,
Virginia
|
$6.62M
|
+$1.08M
|
+39,264
|
+20%
|
|
|
55
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.59M
|
+$2.65M
|
+95,904
|
+69%
|
|
|
56
|
Live Oak Investment Partners
Austin,
Texas
|
$6.37M
|
–
|
–
|
–
|
|
|
57
|
Atria Wealth Solutions
New York
|
$6.29M
|
-$2.12M
|
-76,987
|
-26%
|
|
|
58
|
GeoWealth Management
Chicago,
Illinois
|
$6.22M
|
+$1.88M
|
+67,997
|
+44%
|
|
|
59
|
Congress Wealth Management
Boston,
Massachusetts
|
$6.09M
|
-$1.38M
|
-49,951
|
-19%
|
|
|
60
|
Congress Asset Management
Boston,
Massachusetts
|
$6.07M
|
-$1.37M
|
-49,473
|
-19%
|
|
|
61
|
FAS Wealth Partners
Leawood,
Kansas
|
$5.94M
|
+$10.2K
|
+369
|
+0.2%
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.9M
|
+$4.24M
|
+153,804
|
+271%
|
|
|
63
|
WrapManager Inc
Mill Valley,
California
|
$5.82M
|
+$956K
|
+34,651
|
+20%
|
|
|
64
|
Essex LLC
Deer Park,
Illinois
|
$5.55M
|
–
|
–
|
–
|
|
|
65
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.28M
|
+$1.36M
|
+49,111
|
+35%
|
|
|
66
|
Atria Investments
Charlotte,
North Carolina
|
$5.27M
|
+$967K
|
+35,039
|
+23%
|
|
|
67
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$4.66M
|
-$372K
|
-13,478
|
-7%
|
|
|
68
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.6M
|
+$85.6K
|
+3,101
|
+2%
|
|
|
69
|
Wela Strategies
Atlanta,
Georgia
|
$4.49M
|
+$111K
|
+4,038
|
+3%
|
|
|
70
|
M Holdings Securities
Portland,
Oregon
|
$4.38M
|
+$9.16K
|
+332
|
+0.2%
|
|
|
71
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$4.38M
|
+$6.56M
|
+237,752
|
+218%
|
|
|
72
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.35M
|
+$3.15K
|
+114
|
+0.1%
|
|
|
73
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$4.26M
|
+$83.5K
|
+3,025
|
+2%
|
|
|
74
|
Jefferies Financial Group
New York
|
$4.2M
|
+$4.14M
|
+150,013
|
New
|
|
|
75
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.92M
|
+$1.61M
|
+58,230
|
+71%
|
|
