|
51
|
Avior Wealth Management
Omaha,
Nebraska
|
$7.82M
|
+$7.75M
|
+281,487
|
New
|
|
|
52
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$7.78M
|
-$134K
|
-4,878
|
-2%
|
|
|
53
|
|
$7.32M
|
+$306K
|
+11,132
|
+4%
|
|
|
54
|
Symphony Financial
Houston,
Texas
|
$7.15M
|
+$477K
|
+17,347
|
+7%
|
|
|
55
|
Avitas Wealth Management
Los Angeles,
California
|
$7.07M
|
+$117K
|
+4,251
|
+2%
|
|
|
56
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$6.92M
|
+$240K
|
+8,717
|
+4%
|
|
|
57
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$6.89M
|
–
|
–
|
–
|
|
|
58
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.63M
|
-$548K
|
-19,891
|
-8%
|
|
|
59
|
Live Oak Investment Partners
Austin,
Texas
|
$6.48M
|
–
|
–
|
–
|
|
|
60
|
Tactive Advisors
Jacksonville,
Florida
|
$6.43M
|
-$2M
|
-72,717
|
-24%
|
|
|
61
|
FAS Wealth Partners
Leawood,
Kansas
|
$5.94M
|
+$49.2K
|
+1,786
|
+0.8%
|
|
|
62
|
WrapManager Inc
Mill Valley,
California
|
$5.76M
|
-$8.75K
|
-318
|
-0.2%
|
|
|
63
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.71M
|
+$5.66M
|
+205,608
|
New
|
|
|
64
|
Congress Wealth Management
Boston,
Massachusetts
|
$5.41M
|
-$616K
|
-22,370
|
-10%
|
|
|
65
|
Atria Investments
Charlotte,
North Carolina
|
$5.39M
|
+$168K
|
+6,105
|
+3%
|
|
|
66
|
Congress Asset Management
Boston,
Massachusetts
|
$5.38M
|
-$625K
|
-22,719
|
-10%
|
|
|
67
|
GeoWealth Management
Chicago,
Illinois
|
$5.27M
|
-$896K
|
-32,541
|
-15%
|
|
|
68
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.75M
|
+$433K
|
+15,713
|
+10%
|
|
|
69
|
Schonfeld Strategic Advisors
New York
|
$4.68M
|
+$4.64M
|
+168,485
|
New
|
|
|
70
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.66M
|
+$99.2K
|
+3,604
|
+2%
|
|
|
71
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$4.53M
|
+$313K
|
+11,358
|
+7%
|
|
|
72
|
Wela Strategies
Atlanta,
Georgia
|
$4.38M
|
-$68.6K
|
-2,491
|
-2%
|
|
|
73
|
HighTower Advisors
Chicago,
Illinois
|
$4.37M
|
+$526K
|
+19,101
|
+14%
|
|
|
74
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.35M
|
-$4.56M
|
-165,546
|
-51%
|
|
|
75
|
Essex LLC
Deer Park,
Illinois
|
$4.35M
|
-$1.34M
|
-48,752
|
-24%
|
|
