|
51
|
Sequoia Financial Advisors
Akron,
Ohio
|
$24M
|
+$20.5M
|
+774,610
|
+618%
|
|
|
52
|
High Falls Advisors
Rochester,
New York
|
$23.1M
|
+$456K
|
+17,221
|
+2%
|
|
|
53
|
Prudent Investors Network
Lake Forest,
California
|
$22.8M
|
+$9.35M
|
+353,315
|
+71%
|
|
|
54
|
Capital One Financial
Mclean,
Virginia
|
$22.6M
|
-$907K
|
-34,256
|
-4%
|
|
|
55
|
SteelPeak Wealth
Woodland Hills,
California
|
$22.3M
|
+$331K
|
+12,498
|
+2%
|
|
|
56
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$21M
|
+$20.8M
|
+785,741
|
New
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$20.3M
|
-$3.7M
|
-139,690
|
-16%
|
|
|
58
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$20.3M
|
+$2.17M
|
+82,031
|
+12%
|
|
|
59
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$20.2M
|
+$884K
|
+33,394
|
+5%
|
|
|
60
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$20M
|
+$4.85M
|
+183,282
|
+31%
|
|
|
61
|
FLC Capital Advisors
Palm Desert,
California
|
$19.5M
|
-$1.24M
|
-46,972
|
-6%
|
|
|
62
|
Kestra Advisory Services
Austin,
Texas
|
$19.4M
|
-$1.86M
|
-70,233
|
-9%
|
|
|
63
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$19.3M
|
+$1.35M
|
+50,981
|
+8%
|
|
|
64
|
Stokes Family Office
New Orleans,
Louisiana
|
$19.2M
|
+$713K
|
+26,924
|
+4%
|
|
|
65
|
Tri-Star Advisors
Houston,
Texas
|
$19.1M
|
+$297K
|
+11,234
|
+2%
|
|
|
66
|
Client 1st Advisory Group
Dunedin,
Florida
|
$18.8M
|
-$2.02M
|
-76,344
|
-10%
|
|
|
67
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$18.7M
|
-$697K
|
-26,343
|
-4%
|
|
|
68
|
Perella Weinberg Partners Capital Management
New York
|
$18.1M
|
+$2.85M
|
+107,784
|
+19%
|
|
|
69
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$18M
|
+$685K
|
+25,880
|
+4%
|
|
|
70
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$17.6M
|
+$325K
|
+12,288
|
+2%
|
|
|
71
|
Bailard
Foster City,
California
|
$17.6M
|
-$2M
|
-75,715
|
-10%
|
|
|
72
|
Access Financial Services
Minneapolis,
Minnesota
|
$17.2M
|
+$17.1M
|
+644,349
|
New
|
|
|
73
|
Comerica Securities
Detroit,
Michigan
|
$17.1M
|
+$1.04M
|
+39,457
|
+7%
|
|
|
74
|
PAX Financial Group
San Antonio,
Texas
|
$16.9M
|
-$379K
|
-14,332
|
-2%
|
|
|
75
|
Silicon Valley Community Foundation
Mountain View,
California
|
$16.2M
|
+$16.1M
|
+607,892
|
New
|
|
