|
51
|
Old Mission Capital
Chicago,
Illinois
|
$12.6M
|
+$11.8M
|
+285,756
|
+933%
|
|
|
52
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12M
|
-$1.33M
|
-32,170
|
-10%
|
|
|
53
|
Fiduciary Trust
Boston,
Massachusetts
|
$12M
|
+$2.53M
|
+61,310
|
+25%
|
|
|
54
|
Atria Investments
Charlotte,
North Carolina
|
$11.2M
|
-$3.02M
|
-73,213
|
-21%
|
|
|
55
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.9M
|
+$894K
|
+21,672
|
+9%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$10.9M
|
-$4.06M
|
-98,408
|
-26%
|
|
|
57
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$10.4M
|
+$1.82M
|
+44,138
|
+20%
|
|
|
58
|
Avantax Advisory Services
Dallas,
Texas
|
$10.4M
|
+$2.01M
|
+48,725
|
+23%
|
|
|
59
|
|
$10.2M
|
+$10.3M
|
+249,893
|
New
|
|
|
60
|
Stifel Financial
St. Louis,
Missouri
|
$9.99M
|
-$706K
|
-17,134
|
-6%
|
|
|
61
|
Mercer Global Advisors
Denver,
Colorado
|
$9.91M
|
+$1.19M
|
+28,819
|
+13%
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$9.77M
|
+$228K
|
+5,537
|
+2%
|
|
|
63
|
Icon Wealth Partners
Houston,
Texas
|
$9.23M
|
-$806K
|
-19,558
|
-8%
|
|
|
64
|
Prudential Financial
Newark,
New Jersey
|
$9.07M
|
-$702K
|
-17,022
|
-7%
|
|
|
65
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$8.71M
|
+$6.11M
|
+148,266
|
+225%
|
|
|
66
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$8.69M
|
-$856K
|
-20,763
|
-9%
|
|
|
67
|
Litman Gregory Wealth Management
Larkspur,
California
|
$8.6M
|
-$200K
|
-4,847
|
-2%
|
|
|
68
|
High Falls Advisors
Rochester,
New York
|
$8.31M
|
-$2.02M
|
-49,036
|
-19%
|
|
|
69
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$8.22M
|
-$271K
|
-6,572
|
-3%
|
|
|
70
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$8.21M
|
-$4.53M
|
-109,956
|
-35%
|
|
|
71
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$7.66M
|
+$248K
|
+6,026
|
+3%
|
|
|
72
|
PAX Financial Group
San Antonio,
Texas
|
$7.66M
|
-$1.72M
|
-41,684
|
-18%
|
|
|
73
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.53M
|
-$1.3M
|
-31,467
|
-14%
|
|
|
74
|
WIT LLC
District Of Columbia,
District of Columbia
|
$7.5M
|
+$1.22M
|
+29,540
|
+19%
|
|
|
75
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.5M
|
-$10.1M
|
-245,596
|
-57%
|
|
