|
51
|
Journey Strategic Wealth
Summit,
New Jersey
|
$18.8M
|
-$11.9M
|
-92,296
|
-37%
|
|
|
52
|
Choreo LLC
Rockford,
Illinois
|
$18.6M
|
-$1.19M
|
-9,256
|
-6%
|
|
|
53
|
Affinity Capital Advisors
Berkeley,
California
|
$17.7M
|
+$154K
|
+1,192
|
+0.8%
|
|
|
54
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$15.8M
|
+$16.9K
|
+131
|
+0.1%
|
|
|
55
|
Fidelity Investments
Boston,
Massachusetts
|
$15.7M
|
+$7.54M
|
+58,586
|
+84%
|
|
|
56
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.6M
|
-$522K
|
-4,054
|
-3%
|
|
|
57
|
Corient Private Wealth
Miami,
Florida
|
$15.4M
|
+$218K
|
+1,694
|
+1%
|
|
|
58
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$15.3M
|
+$1.93M
|
+15,014
|
+14%
|
|
|
59
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$15.2M
|
-$5.67M
|
-44,009
|
-26%
|
|
|
60
|
|
$14.9M
|
+$148K
|
+1,149
|
+0.9%
|
|
|
61
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.6M
|
-$4.26M
|
-33,046
|
-22%
|
|
|
62
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13.9M
|
+$4.58M
|
+35,600
|
+46%
|
|
|
63
|
One Wealth Advisors
San Francisco,
California
|
$13.2M
|
-$1.1M
|
-8,555
|
-7%
|
|
|
64
|
Schroder Investment Management Group
London,
United Kingdom
|
$12.8M
|
-$301K
|
-2,338
|
-2%
|
|
|
65
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.2M
|
-$745K
|
-5,782
|
-5%
|
|
|
66
|
Money Design
Tokyo,
Japan
|
$12M
|
-$5.44M
|
-42,234
|
-30%
|
|
|
67
|
Apella Capital
West Hartford,
Connecticut
|
$12M
|
-$1.8M
|
-14,000
|
-12%
|
|
|
68
|
Blue Edge Capital
Richmond,
Virginia
|
$11.9M
|
-$219K
|
-1,697
|
-2%
|
|
|
69
|
Client 1st Advisory Group
Dunedin,
Florida
|
$11.8M
|
-$115K
|
-896
|
-0.9%
|
|
|
70
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.7M
|
+$113K
|
+880
|
+0.9%
|
|
|
71
|
SEI Investments
Oaks,
Pennsylvania
|
$11.7M
|
-$309K
|
-2,401
|
-2%
|
|
|
72
|
Clarity Asset Management
Ames,
Iowa
|
$11.2M
|
+$1.4M
|
+10,840
|
+13%
|
|
|
73
|
Mariner
Overland Park,
Kansas
|
$11.1M
|
-$531K
|
-4,121
|
-4%
|
|
|
74
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$11M
|
-$1.31M
|
-10,135
|
-10%
|
|
|
75
|
Truist Financial
Charlotte,
North Carolina
|
$10.6M
|
-$153K
|
-1,185
|
-1%
|
|
