|
51
|
CX Institutional
Auburn,
Indiana
|
$11.6M
|
+$1.95M
|
+45,322
|
+20%
|
|
|
52
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.5M
|
–
|
–
|
–
|
|
|
53
|
Perspective Wealth Advisors
Loveland,
Colorado
|
$11.1M
|
+$1.23M
|
+28,437
|
+12%
|
|
|
54
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$10.9M
|
+$259K
|
+6,009
|
+2%
|
|
|
55
|
Bank of New York Mellon
New York
|
$10.8M
|
-$919K
|
-21,324
|
-8%
|
|
|
56
|
Lido Advisors
Los Angeles,
California
|
$10.8M
|
-$3.74M
|
-86,853
|
-25%
|
|
|
57
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$10.6M
|
–
|
–
|
–
|
|
|
58
|
Cyr Financial
Hennepin,
Illinois
|
$10.6M
|
+$757K
|
+17,564
|
+8%
|
|
|
59
|
NEPC LLC
Boston,
Massachusetts
|
$10.2M
|
–
|
–
|
–
|
|
|
60
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$10.1M
|
+$10.2M
|
+237,809
|
New
|
|
|
61
|
Darrow Company
Needham,
Massachusetts
|
$9.48M
|
+$38.6K
|
+895
|
+0.4%
|
|
|
62
|
Avidian Wealth Enterprises
Houston,
Texas
|
$9.41M
|
+$4.09K
|
+95
|
+0%
|
|
|
63
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.37M
|
+$328K
|
+7,614
|
+4%
|
|
|
64
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$9.27M
|
+$658K
|
+15,279
|
+8%
|
|
|
65
|
Weaver Capital Management
Suwanee,
Georgia
|
$9.03M
|
-$277K
|
-6,436
|
-3%
|
|
|
66
|
William Blair & Company
Chicago,
Illinois
|
$9M
|
+$535K
|
+12,426
|
+6%
|
|
|
67
|
Farther Finance Advisors
San Francisco,
California
|
$8.95M
|
-$656K
|
-15,216
|
-7%
|
|
|
68
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$8.22M
|
+$303K
|
+7,037
|
+4%
|
|
|
69
|
|
$8.17M
|
+$34.8K
|
+808
|
+0.4%
|
|
|
70
|
RFG Advisory
Birmingham,
Alabama
|
$8.01M
|
+$1.32M
|
+30,578
|
+19%
|
|
|
71
|
Rockefeller Capital Management
New York
|
$7.14M
|
-$20M
|
-464,004
|
-73%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$7.1M
|
+$3.42M
|
+79,310
|
+90%
|
|
|
73
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$6.88M
|
+$799K
|
+18,550
|
+13%
|
|
|
74
|
Burns Matteson Capital Management
Corning,
New York
|
$6.5M
|
+$2.67M
|
+61,892
|
+68%
|
|
|
75
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$6.37M
|
+$431K
|
+10,012
|
+7%
|
|
