|
51
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$5.03M
|
+$5.62M
|
+80,000
|
New
|
|
|
52
|
Parallel Advisors
San Francisco,
California
|
$4.82M
|
+$729K
|
+10,390
|
+16%
|
|
|
53
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.98M
|
-$589K
|
-8,398
|
-12%
|
|
|
54
|
Libra Wealth
Los Gatos,
California
|
$3.75M
|
+$464K
|
+6,614
|
+12%
|
|
|
55
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$3.74M
|
-$270K
|
-3,852
|
-6%
|
|
|
56
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.71M
|
+$109K
|
+1,558
|
+3%
|
|
|
57
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.67M
|
-$4.01M
|
-57,119
|
-49%
|
|
|
58
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.53M
|
+$110K
|
+1,565
|
+3%
|
|
|
59
|
Mission Wealth Management
Santa Barbara,
California
|
$3.51M
|
+$2.76M
|
+39,353
|
+240%
|
|
|
60
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$3.49M
|
+$1.6M
|
+22,814
|
+70%
|
|
|
61
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$3.35M
|
-$231K
|
-3,295
|
-6%
|
|
|
62
|
Regatta Capital Group
El Segundo,
California
|
$3.08M
|
–
|
–
|
–
|
|
|
63
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.04M
|
–
|
–
|
–
|
|
|
64
|
Northern Trust
Chicago,
Illinois
|
$3.03M
|
-$101K
|
-1,436
|
-3%
|
|
|
65
|
First Horizon Advisors
Memphis,
Tennessee
|
$3.02M
|
+$266K
|
+3,789
|
+9%
|
|
|
66
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.88M
|
+$1.09M
|
+15,518
|
+51%
|
|
|
67
|
|
$2.85M
|
+$525K
|
+7,483
|
+20%
|
|
|
68
|
Ashford Advisors
Pittsford,
New York
|
$2.84M
|
–
|
–
|
–
|
|
|
69
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$2.83M
|
–
|
–
|
–
|
|
|
70
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.76M
|
+$239K
|
+3,402
|
+8%
|
|
|
71
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.67M
|
+$216K
|
+3,072
|
+8%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$2.64M
|
-$137K
|
-1,946
|
-4%
|
|
|
73
|
|
$2.6M
|
-$3.55M
|
-50,524
|
-55%
|
|
|
74
|
Addison Advisors
Middlebury,
Vermont
|
$2.57M
|
+$150K
|
+2,143
|
+6%
|
|
|
75
|
William Blair & Company
Chicago,
Illinois
|
$2.57M
|
-$96.7K
|
-1,378
|
-3%
|
|
