|
51
|
Keebeck Wealth Management
Chicago,
Illinois
|
$10.3M
|
–
|
–
|
–
|
|
|
52
|
Atria Investments
Charlotte,
North Carolina
|
$10.2M
|
+$34K
|
+678
|
+0.3%
|
|
|
53
|
Sand Hill Global Advisors
Palo Alto,
California
|
$10.1M
|
-$2.67M
|
-53,123
|
-21%
|
|
|
54
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.78M
|
-$440K
|
-8,757
|
-4%
|
|
|
55
|
BOK Financial Private Wealth
Denver,
Colorado
|
$9.69M
|
+$2.32M
|
+46,208
|
+32%
|
|
|
56
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$9.55M
|
-$4.85M
|
-96,607
|
-34%
|
|
|
57
|
Kestra Private Wealth Services
Austin,
Texas
|
$9.52M
|
-$2.26M
|
-44,914
|
-19%
|
|
|
58
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$9.5M
|
-$1.84M
|
-36,642
|
-16%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$9.2M
|
-$475K
|
-9,455
|
-5%
|
|
|
60
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$8.95M
|
+$1.33M
|
+26,519
|
+18%
|
|
|
61
|
Parallel Advisors
San Francisco,
California
|
$8.89M
|
-$2.81M
|
-55,869
|
-24%
|
|
|
62
|
|
$8.75M
|
+$44K
|
+877
|
+0.5%
|
|
|
63
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$8.75M
|
+$8.73M
|
+173,875
|
New
|
|
|
64
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$8.58M
|
-$1.17M
|
-23,303
|
-12%
|
|
|
65
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$8.42M
|
+$461K
|
+9,172
|
+6%
|
|
|
66
|
HighTower Advisors
Chicago,
Illinois
|
$8.39M
|
+$367K
|
+7,308
|
+5%
|
|
|
67
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$8.36M
|
-$1.62M
|
-32,350
|
-16%
|
|
|
68
|
Private Advisor Group
Morristown,
New Jersey
|
$8.29M
|
+$2.38M
|
+47,455
|
+40%
|
|
|
69
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$8.23M
|
–
|
–
|
–
|
|
|
70
|
Exeter Financial
Scottsdale,
Arizona
|
$7.84M
|
+$767K
|
+15,271
|
+11%
|
|
|
71
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$7.62M
|
+$2.28M
|
+45,447
|
+43%
|
|
|
72
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$7.52M
|
+$100K
|
+2,001
|
+1%
|
|
|
73
|
Forte Asset Management
Bedford,
New York
|
$7.42M
|
+$1.85M
|
+36,915
|
+33%
|
|
|
74
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.4M
|
-$1.02M
|
-20,394
|
-12%
|
|
|
75
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$7.21M
|
-$12.7K
|
-252
|
-0.2%
|
|
