|
51
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.9M
|
-$1.02M
|
-9,106
|
-11%
|
|
|
52
|
Atria Wealth Solutions
New York
|
$7.74M
|
-$759K
|
-6,793
|
-9%
|
|
|
53
|
Choreo LLC
Rockford,
Illinois
|
$7.74M
|
-$187K
|
-1,671
|
-2%
|
|
|
54
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.53M
|
+$3.05M
|
+27,279
|
+67%
|
|
|
55
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$7.4M
|
+$989K
|
+8,852
|
+15%
|
|
|
56
|
Perigon Wealth Management
San Francisco,
California
|
$7.23M
|
+$1.35M
|
+12,051
|
+23%
|
|
|
57
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$7.07M
|
+$5.14K
|
+46
|
+0.1%
|
|
|
58
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$6.95M
|
-$706K
|
-6,318
|
-9%
|
|
|
59
|
SageView Advisory Group
Newport Beach,
California
|
$6.91M
|
-$104K
|
-935
|
-1%
|
|
|
60
|
Corient Private Wealth
Miami,
Florida
|
$6.7M
|
-$272K
|
-2,431
|
-4%
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.61M
|
-$24.8K
|
-222
|
-0.4%
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$6.25M
|
+$1.68M
|
+15,001
|
+36%
|
|
|
63
|
Brio Consultants
San Francisco,
California
|
$6.14M
|
+$446K
|
+3,993
|
+8%
|
|
|
64
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$6.11M
|
+$149K
|
+1,337
|
+3%
|
|
|
65
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.74M
|
+$22.9K
|
+205
|
+0.4%
|
|
|
66
|
DOHJ LLC
Seattle,
Washington
|
$5.5M
|
+$16.9K
|
+151
|
+0.3%
|
|
|
67
|
HeadInvest LLC
Portland,
Maine
|
$5.47M
|
+$696K
|
+6,228
|
+14%
|
|
|
68
|
SOA Wealth Advisors
New York
|
$5.41M
|
-$153K
|
-1,366
|
-3%
|
|
|
69
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.26M
|
+$101K
|
+904
|
+2%
|
|
|
70
|
One Wealth Advisors
San Francisco,
California
|
$5.19M
|
-$437K
|
-3,915
|
-8%
|
|
|
71
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.67M
|
-$184K
|
-1,647
|
-4%
|
|
|
72
|
AssetMark Inc
Concord,
California
|
$4.67M
|
+$49.6K
|
+444
|
+1%
|
|
|
73
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.65M
|
+$552K
|
+4,944
|
+13%
|
|
|
74
|
Umpqua Bank
Lake Oswego,
Oregon
|
$4.65M
|
+$354K
|
+3,170
|
+8%
|
|
|
75
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.62M
|
+$191K
|
+1,708
|
+4%
|
|
