|
51
|
Clarity Asset Management
Ames,
Iowa
|
$23.4M
|
+$21.9M
|
+223,467
|
New
|
|
|
52
|
Icon Wealth Advisors
Houston,
Texas
|
$22.3M
|
+$20.8M
|
+212,777
|
New
|
|
|
53
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.7M
|
-$4.84M
|
-49,389
|
-19%
|
|
|
54
|
IMPACTfolio
Denver,
Colorado
|
$20.9M
|
+$739K
|
+7,544
|
+4%
|
|
|
55
|
Atria Wealth Solutions
New York
|
$20.1M
|
-$3M
|
-30,663
|
-14%
|
|
|
56
|
DOHJ LLC
Seattle,
Washington
|
$19.9M
|
+$2.47M
|
+25,201
|
+15%
|
|
|
57
|
Journey Strategic Wealth
Summit,
New Jersey
|
$19.3M
|
+$902K
|
+9,214
|
+5%
|
|
|
58
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$19M
|
-$5.52M
|
-56,313
|
-24%
|
|
|
59
|
One Wealth Advisors
San Francisco,
California
|
$18.7M
|
-$93K
|
-950
|
-0.5%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$18.7M
|
-$489K
|
-4,994
|
-3%
|
|
|
61
|
Money Design
Tokyo,
Japan
|
$18.3M
|
-$1.76M
|
-17,934
|
-9%
|
|
|
62
|
Choreo LLC
Rockford,
Illinois
|
$18.2M
|
-$339K
|
-3,463
|
-2%
|
|
|
63
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.1M
|
-$883K
|
-9,012
|
-5%
|
|
|
64
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.8M
|
+$107K
|
+1,094
|
+0.6%
|
|
|
65
|
Mission Wealth Management
Santa Barbara,
California
|
$17.6M
|
+$3.01M
|
+30,744
|
+22%
|
|
|
66
|
Sand Hill Global Advisors
Palo Alto,
California
|
$17.3M
|
+$246K
|
+2,513
|
+2%
|
|
|
67
|
SEI Investments
Oaks,
Pennsylvania
|
$17.1M
|
-$483K
|
-4,932
|
-3%
|
|
|
68
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.9M
|
-$692K
|
-7,066
|
-4%
|
|
|
69
|
Atria Investments
Charlotte,
North Carolina
|
$16M
|
+$739K
|
+7,545
|
+5%
|
|
|
70
|
Austin Private Wealth
Austin,
Texas
|
$15.5M
|
+$2.31M
|
+23,616
|
+19%
|
|
|
71
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$15.1M
|
-$299K
|
-3,050
|
-2%
|
|
|
72
|
Prudential Financial
Newark,
New Jersey
|
$14.7M
|
-$701K
|
-7,159
|
-5%
|
|
|
73
|
Joel Isaacson & Co
New York
|
$14.5M
|
+$131K
|
+1,341
|
+1%
|
|
|
74
|
Client 1st Advisory Group
Dunedin,
Florida
|
$14.1M
|
-$2.77M
|
-28,286
|
-17%
|
|
|
75
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$14.1M
|
-$437K
|
-4,467
|
-3%
|
|
