|
51
|
Clearstead Advisors
Cleveland,
Ohio
|
$24.1M
|
-$30.1M
|
-190,670
|
-56%
|
|
|
52
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$23.9M
|
+$4.01M
|
+25,364
|
+21%
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$23.6M
|
-$21.7K
|
-137
|
-0.1%
|
|
|
54
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$22.5M
|
+$157K
|
+996
|
+0.7%
|
|
|
55
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$21.6M
|
+$602K
|
+3,808
|
+3%
|
|
|
56
|
NewEdge Advisors
New Orleans,
Louisiana
|
$20.8M
|
+$3.59M
|
+22,684
|
+22%
|
|
|
57
|
|
$20.7M
|
+$1.58M
|
+9,998
|
+9%
|
|
|
58
|
|
$20.2M
|
-$57.4K
|
-363
|
-0.3%
|
|
|
59
|
Choreo LLC
Rockford,
Illinois
|
$19.1M
|
-$708K
|
-4,478
|
-4%
|
|
|
60
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.2M
|
-$143K
|
-903
|
-0.9%
|
|
|
61
|
Harbour Investments
Madison,
Wisconsin
|
$16.8M
|
+$888K
|
+5,615
|
+6%
|
|
|
62
|
One Wealth Advisors
San Francisco,
California
|
$16.6M
|
-$21.8K
|
-138
|
-0.1%
|
|
|
63
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$16.2M
|
-$403K
|
-2,549
|
-3%
|
|
|
64
|
Mariner
Overland Park,
Kansas
|
$15.9M
|
-$3.34M
|
-21,151
|
-18%
|
|
|
65
|
Facet Wealth Inc
Baltimore,
Maryland
|
$13.8M
|
-$1.02M
|
-6,452
|
-7%
|
|
|
66
|
Blue Edge Capital
Richmond,
Virginia
|
$13.7M
|
-$161K
|
-1,017
|
-1%
|
|
|
67
|
Client 1st Advisory Group
Dunedin,
Florida
|
$13.5M
|
-$358K
|
-2,262
|
-3%
|
|
|
68
|
SEI Investments
Oaks,
Pennsylvania
|
$13.2M
|
-$490K
|
-3,100
|
-4%
|
|
|
69
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$13.1M
|
–
|
–
|
–
|
|
|
70
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$13.1M
|
-$1.59M
|
-10,044
|
-11%
|
|
|
71
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$12.9M
|
+$34.2K
|
+216
|
+0.3%
|
|
|
72
|
Apella Capital
West Hartford,
Connecticut
|
$11.6M
|
-$165K
|
-1,042
|
-1%
|
|
|
73
|
Laurel Wealth Planning
Edina,
Minnesota
|
$11.6M
|
+$53.1K
|
+336
|
+0.5%
|
|
|
74
|
Plancorp LLC
Saint Louis,
Missouri
|
$11.4M
|
-$451K
|
-2,855
|
-4%
|
|
|
75
|
Wealth Architects
Mountain View,
California
|
$11.4M
|
-$10.9K
|
-69
|
-0.1%
|
|
