|
51
|
Howard Financial Services
Dallas,
Texas
|
$9.14M
|
+$1.92M
|
+66,309
|
+27%
|
|
|
52
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$9.09M
|
+$8.57M
|
+296,349
|
+2,314%
|
|
|
53
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.86M
|
-$144K
|
-4,991
|
-2%
|
|
|
54
|
CHB Investment Group
New Hope,
Pennsylvania
|
$8.74M
|
+$8.59M
|
+297,329
|
New
|
|
|
55
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$8.72M
|
+$1.01M
|
+34,962
|
+13%
|
|
|
56
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$8.63M
|
+$1.44M
|
+49,940
|
+21%
|
|
|
57
|
Symphony Financial
Houston,
Texas
|
$8.48M
|
+$164K
|
+5,688
|
+2%
|
|
|
58
|
MML Investors Services
Springfield,
Massachusetts
|
$8.15M
|
-$640K
|
-22,154
|
-7%
|
|
|
59
|
Avitas Wealth Management
Los Angeles,
California
|
$8.12M
|
+$270K
|
+9,349
|
+4%
|
|
|
60
|
Occidental Asset Management
Burlingame,
California
|
$7.82M
|
+$496K
|
+17,171
|
+7%
|
|
|
61
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.49M
|
+$425K
|
+14,706
|
+6%
|
|
|
62
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$7.32M
|
+$450K
|
+15,574
|
+7%
|
|
|
63
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$7.29M
|
–
|
–
|
–
|
|
|
64
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.21M
|
+$175K
|
+6,041
|
+3%
|
|
|
65
|
Avantax Advisory Services
Dallas,
Texas
|
$7.02M
|
+$492K
|
+17,032
|
+8%
|
|
|
66
|
WrapManager Inc
Mill Valley,
California
|
$7.02M
|
+$793K
|
+27,418
|
+13%
|
|
|
67
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.99M
|
+$6.87M
|
+237,816
|
New
|
|
|
68
|
Darwin Wealth Management
Tampa,
Florida
|
$6.88M
|
-$1.35M
|
-46,637
|
-17%
|
|
|
69
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$6.68M
|
-$9.61M
|
-332,333
|
-59%
|
|
|
70
|
Mather Group
Chicago,
Illinois
|
$6.64M
|
-$4.6M
|
-159,207
|
-41%
|
|
|
71
|
Allianz Asset Management
Munich,
Germany
|
$6.3M
|
-$3.12M
|
-107,900
|
-33%
|
|
|
72
|
Nomura Asset Management
Tokyo,
Japan
|
$6.28M
|
–
|
–
|
–
|
|
|
73
|
Tidal Investments
Milwaukee,
Wisconsin
|
$6.25M
|
+$6.14M
|
+212,486
|
New
|
|
|
74
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.24M
|
+$138K
|
+4,773
|
+2%
|
|
|
75
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.09M
|
-$52.7K
|
-1,824
|
-0.9%
|
|
