|
51
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.3M
|
-$19.7M
|
-566,251
|
-66%
|
|
|
52
|
Oppenheimer Asset Management
New York
|
$10.2M
|
-$10.3M
|
-296,984
|
-51%
|
|
|
53
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$10M
|
+$287K
|
+8,250
|
+3%
|
|
|
54
|
BOK Financial
Tulsa,
Oklahoma
|
$9.97M
|
+$460K
|
+13,228
|
+5%
|
|
|
55
|
Meridian Wealth Management
Lexington,
Kentucky
|
$9.72M
|
+$3.47M
|
+99,809
|
+57%
|
|
|
56
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.62M
|
–
|
–
|
–
|
|
|
57
|
Seaview Investment Managers
Miami,
Florida
|
$9.14M
|
-$339K
|
-9,753
|
-4%
|
|
|
58
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.55M
|
+$236K
|
+6,796
|
+3%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$7.87M
|
+$147K
|
+4,229
|
+2%
|
|
|
60
|
Private Advisor Group
Morristown,
New Jersey
|
$7.76M
|
-$555K
|
-15,971
|
-7%
|
|
|
61
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.67M
|
-$68.2M
|
-1,962,985
|
-90%
|
|
|
62
|
Regal Investment Advisors
Kentwood,
Michigan
|
$7.28M
|
-$8.25M
|
-237,450
|
-54%
|
|
|
63
|
Cypress Capital
Franklin,
Tennessee
|
$7.08M
|
-$1.01M
|
-28,934
|
-13%
|
|
|
64
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.82M
|
+$1.21M
|
+34,790
|
+22%
|
|
|
65
|
NEPC LLC
Boston,
Massachusetts
|
$6.8M
|
–
|
–
|
–
|
|
|
66
|
Strategic Blueprint
Atlanta,
Georgia
|
$6.74M
|
-$2.08M
|
-59,815
|
-24%
|
|
|
67
|
CX Institutional
Auburn,
Indiana
|
$6.65M
|
+$6.53M
|
+187,779
|
New
|
|
|
68
|
Demars Financial Group
Spokane Valley,
Washington
|
$6.31M
|
+$313K
|
+9,018
|
+5%
|
|
|
69
|
|
$6.04M
|
+$342K
|
+9,851
|
+6%
|
|
|
70
|
Global Retirement Partners
San Rafael,
California
|
$5.85M
|
+$492K
|
+14,165
|
+9%
|
|
|
71
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$5.79M
|
+$5.68M
|
+163,398
|
New
|
|
|
72
|
Stifel Financial
St. Louis,
Missouri
|
$5.76M
|
-$8.69M
|
-249,963
|
-61%
|
|
|
73
|
HighTower Advisors
Chicago,
Illinois
|
$5.73M
|
-$823K
|
-23,673
|
-13%
|
|
|
74
|
McMorgan & Co
San Francisco,
California
|
$5.66M
|
-$136K
|
-3,925
|
-2%
|
|
|
75
|
Traveka Wealth
Los Altos,
California
|
$5.64M
|
+$29.2K
|
+841
|
+0.5%
|
|
