|
51
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$7.78M
|
+$207K
|
+7,525
|
+3%
|
|
|
52
|
|
$7.78M
|
+$4.11M
|
+149,100
|
+108%
|
|
|
53
|
GeoWealth Management
Chicago,
Illinois
|
$7.74M
|
+$2.65M
|
+96,361
|
+51%
|
|
|
54
|
Symphony Financial
Houston,
Texas
|
$7.33M
|
+$403K
|
+14,624
|
+6%
|
|
|
55
|
Avitas Wealth Management
Los Angeles,
California
|
$6.95M
|
+$60.3K
|
+2,188
|
+0.9%
|
|
|
56
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$6.87M
|
+$134K
|
+4,877
|
+2%
|
|
|
57
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$6.71M
|
–
|
–
|
–
|
|
|
58
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.41M
|
+$3.16M
|
+114,646
|
+94%
|
|
|
59
|
Live Oak Investment Partners
Austin,
Texas
|
$6.22M
|
–
|
–
|
–
|
|
|
60
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.03M
|
-$439K
|
-15,932
|
-7%
|
|
|
61
|
|
$6M
|
-$1.15M
|
-41,923
|
-16%
|
|
|
62
|
FAS Wealth Partners
Leawood,
Kansas
|
$5.77M
|
-$16.7K
|
-606
|
-0.3%
|
|
|
63
|
WrapManager Inc
Mill Valley,
California
|
$5.64M
|
+$34K
|
+1,235
|
+0.6%
|
|
|
64
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.53M
|
+$5.62M
|
+204,241
|
New
|
|
|
65
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.41M
|
-$2.24M
|
-81,460
|
-29%
|
|
|
66
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$5.3M
|
+$877K
|
+31,855
|
+19%
|
|
|
67
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.21M
|
-$359K
|
-13,049
|
-6%
|
|
|
68
|
HighTower Advisors
Chicago,
Illinois
|
$4.93M
|
+$685K
|
+24,881
|
+16%
|
|
|
69
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.86M
|
+$240K
|
+8,723
|
+5%
|
|
|
70
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.72M
|
-$559K
|
-20,294
|
-10%
|
|
|
71
|
Atria Investments
Charlotte,
North Carolina
|
$4.72M
|
-$547K
|
-19,867
|
-10%
|
|
|
72
|
Congress Asset Management
Boston,
Massachusetts
|
$4.71M
|
-$545K
|
-19,788
|
-10%
|
|
|
73
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.61M
|
+$74.7K
|
+2,712
|
+2%
|
|
|
74
|
Cetera Advisor Networks
El Segundo,
California
|
$4.51M
|
+$296K
|
+10,747
|
+7%
|
|
|
75
|
Wela Strategies
Atlanta,
Georgia
|
$4.42M
|
+$161K
|
+5,842
|
+4%
|
|
