|
51
|
Creative Planning
Overland Park,
Kansas
|
$22.3M
|
-$958K
|
-9,780
|
-4%
|
|
|
52
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$22M
|
-$7.88M
|
-80,459
|
-26%
|
|
|
53
|
Brookstone Capital Management
Wheaton,
Illinois
|
$21.7M
|
-$2.75M
|
-28,060
|
-11%
|
|
|
54
|
KeyBank National Association
Cleveland,
Ohio
|
$21.3M
|
+$675K
|
+6,888
|
+3%
|
|
|
55
|
Atria Wealth Solutions
New York
|
$20.9M
|
-$8M
|
-81,717
|
-27%
|
|
|
56
|
Icon Wealth Partners
Houston,
Texas
|
$20.2M
|
-$5.27M
|
-53,809
|
-20%
|
|
|
57
|
Stifel Financial
St. Louis,
Missouri
|
$19.4M
|
-$6.51M
|
-66,428
|
-24%
|
|
|
58
|
Money Design
Tokyo,
Japan
|
$18.1M
|
-$940K
|
-9,603
|
-5%
|
|
|
59
|
IMPACTfolio
Denver,
Colorado
|
$18M
|
+$566K
|
+5,781
|
+3%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$17.2M
|
-$2.97M
|
-30,367
|
-14%
|
|
|
61
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.1M
|
-$6.31M
|
-64,468
|
-26%
|
|
|
62
|
One Wealth Advisors
San Francisco,
California
|
$16.8M
|
-$4.81M
|
-49,109
|
-21%
|
|
|
63
|
Choreo LLC
Rockford,
Illinois
|
$16.6M
|
-$11M
|
-112,254
|
-39%
|
|
|
64
|
Journey Strategic Wealth
Summit,
New Jersey
|
$16.4M
|
+$1.04M
|
+10,617
|
+6%
|
|
|
65
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.9M
|
+$36.1K
|
+369
|
+0.2%
|
|
|
66
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.8M
|
-$1.1M
|
-11,229
|
-6%
|
|
|
67
|
SEI Investments
Oaks,
Pennsylvania
|
$15.8M
|
-$1.7M
|
-17,330
|
-9%
|
|
|
68
|
Blue Trust Inc
Alpharetta,
Georgia
|
$15.7M
|
-$1.64M
|
-16,699
|
-9%
|
|
|
69
|
DOHJ LLC
Seattle,
Washington
|
$15.4M
|
+$1.41M
|
+14,428
|
+10%
|
|
|
70
|
Client 1st Advisory Group
Dunedin,
Florida
|
$15.3M
|
-$5.42M
|
-55,345
|
-25%
|
|
|
71
|
Sand Hill Global Advisors
Palo Alto,
California
|
$15.3M
|
-$545K
|
-5,563
|
-3%
|
|
|
72
|
Prudential Financial
Newark,
New Jersey
|
$13.9M
|
-$6.95M
|
-70,919
|
-32%
|
|
|
73
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$13.8M
|
-$1M
|
-10,227
|
-6%
|
|
|
74
|
Atria Investments
Charlotte,
North Carolina
|
$13.6M
|
-$4.62M
|
-47,185
|
-25%
|
|
|
75
|
Strategic Blueprint
Atlanta,
Georgia
|
$13.5M
|
-$3.46M
|
-35,291
|
-20%
|
|
