|
51
|
Family Capital Trust
Peabody,
Massachusetts
|
$11.2M
|
+$451K
|
+6,705
|
+4%
|
|
|
52
|
Aspiriant LLC
Los Angeles,
California
|
$11.1M
|
+$9.46M
|
+140,765
|
+403%
|
|
|
53
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$11M
|
-$133K
|
-1,976
|
-1%
|
|
|
54
|
SimplyRich
Carlsbad,
California
|
$10.9M
|
+$28.4K
|
+423
|
+0.2%
|
|
|
55
|
Klingman & Associates
New York
|
$10.5M
|
-$351K
|
-5,225
|
-3%
|
|
|
56
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$10.4M
|
+$85.9K
|
+1,278
|
+0.8%
|
|
|
57
|
|
$9.99M
|
+$2.3M
|
+34,234
|
+28%
|
|
|
58
|
United Capital Financial Advisors
Irving,
Texas
|
$9.97M
|
-$854K
|
-12,706
|
-7%
|
|
|
59
|
1900 Wealth Management
San Antonio,
Texas
|
$9.9M
|
-$1.2M
|
-17,809
|
-10%
|
|
|
60
|
GFG Capital
Miami,
Florida
|
$9.58M
|
+$297K
|
+4,415
|
+3%
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$9.01M
|
-$10.3M
|
-153,627
|
-52%
|
|
|
62
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$8.96M
|
-$11.8K
|
-176
|
-0.1%
|
|
|
63
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$8.82M
|
-$891K
|
-13,256
|
-9%
|
|
|
64
|
ProVise Management Group
Clearwater,
Florida
|
$8.73M
|
-$1.37M
|
-20,370
|
-13%
|
|
|
65
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.55M
|
+$3.27M
|
+48,704
|
+56%
|
|
|
66
|
Liquid Strategies
Atlanta,
Georgia
|
$8.46M
|
+$567K
|
+8,441
|
+7%
|
|
|
67
|
Asset Management Group
Stamford,
Connecticut
|
$8.16M
|
+$126K
|
+1,874
|
+1%
|
|
|
68
|
Heron Financial Group
New York
|
$8.03M
|
+$477K
|
+7,101
|
+6%
|
|
|
69
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.96M
|
-$342K
|
-5,097
|
-4%
|
|
|
70
|
Atria Wealth Solutions
New York
|
$7.72M
|
-$447K
|
-6,656
|
-5%
|
|
|
71
|
UMB Bank
Kansas City,
Missouri
|
$7.52M
|
+$46.7K
|
+695
|
+0.6%
|
|
|
72
|
Ballew Advisors
Jackson,
Mississippi
|
$7.5M
|
+$18.9K
|
+281
|
+0.2%
|
|
|
73
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$7.37M
|
-$203K
|
-3,019
|
-3%
|
|
|
74
|
Regal Investment Advisors
Kentwood,
Michigan
|
$7.36M
|
+$63.2K
|
+941
|
+0.8%
|
|
|
75
|
Comerica Bank
Dallas,
Texas
|
$7.34M
|
-$1.56M
|
-23,208
|
-17%
|
|
