|
51
|
Oak Family Advisors
Chicago,
Illinois
|
$5.67M
|
+$814K
|
+24,557
|
+16%
|
|
|
52
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.58M
|
-$233K
|
-7,033
|
-4%
|
|
|
53
|
Ratio Wealth Group
Denver,
Colorado
|
$5.57M
|
+$5.64M
|
+170,239
|
New
|
|
|
54
|
Keebeck Wealth Management
Chicago,
Illinois
|
$5.54M
|
+$99.4K
|
+3,000
|
+2%
|
|
|
55
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.45M
|
+$5.52M
|
+166,666
|
New
|
|
|
56
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5.01M
|
+$145K
|
+4,375
|
+3%
|
|
|
57
|
Pasadena Private Wealth
Pasadena,
California
|
$4.98M
|
+$4.77M
|
+144,023
|
+1,757%
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.76M
|
+$1.95M
|
+58,932
|
+68%
|
|
|
59
|
|
$4.62M
|
+$4.68M
|
+141,201
|
New
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.5M
|
+$269K
|
+8,108
|
+6%
|
|
|
61
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.19M
|
+$22.7K
|
+685
|
+0.5%
|
|
|
62
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.05M
|
+$213K
|
+6,433
|
+5%
|
|
|
63
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.65M
|
+$522K
|
+15,756
|
+16%
|
|
|
64
|
BCWM LLC
Overland Park,
Kansas
|
$3.25M
|
-$7.66K
|
-231
|
-0.2%
|
|
|
65
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$3.18M
|
+$183K
|
+5,530
|
+6%
|
|
|
66
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.1M
|
-$292K
|
-8,814
|
-9%
|
|
|
67
|
Barclays
London,
United Kingdom
|
$3.09M
|
–
|
–
|
–
|
|
|
68
|
Rice Partnership
Honolulu,
Hawaii
|
$3.07M
|
+$1.53M
|
+46,186
|
+97%
|
|
|
69
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.06M
|
+$534K
|
+16,097
|
+21%
|
|
|
70
|
55I LLC
Boston,
Massachusetts
|
$3.05M
|
-$147K
|
-4,426
|
-5%
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$3.04M
|
+$49K
|
+1,479
|
+2%
|
|
|
72
|
Bluefin Capital Management
New York
|
$2.81M
|
+$2.85M
|
+86,090
|
New
|
|
|
73
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.75M
|
+$153K
|
+4,601
|
+6%
|
|
|
74
|
Atria Investments
Charlotte,
North Carolina
|
$2.69M
|
+$69.7K
|
+2,102
|
+3%
|
|
|
75
|
Zacks Investment Management
Chicago,
Illinois
|
$2.68M
|
+$154K
|
+4,653
|
+6%
|
|
