|
51
|
Avantax Advisory Services
Dallas,
Texas
|
$13.8M
|
+$3.34M
|
+132,995
|
+32%
|
|
|
52
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$13.7M
|
+$754K
|
+30,014
|
+6%
|
|
|
53
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$12.9M
|
+$468K
|
+18,633
|
+4%
|
|
|
54
|
|
$12.7M
|
–
|
–
|
–
|
|
|
55
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$12.4M
|
–
|
–
|
–
|
|
|
56
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12.4M
|
-$1.35M
|
-53,546
|
-10%
|
|
|
57
|
Prospera Financial Services
Dallas,
Texas
|
$12.2M
|
+$4.04M
|
+160,832
|
+50%
|
|
|
58
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$11.6M
|
+$10.4M
|
+414,288
|
+983%
|
|
|
59
|
Quilter Plc
London,
United Kingdom
|
$11.4M
|
-$292K
|
-11,638
|
-3%
|
|
|
60
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.3M
|
-$3.13M
|
-124,398
|
-22%
|
|
|
61
|
Essential Partners
Rancho Santa Fe,
California
|
$10.5M
|
+$10.4M
|
+415,272
|
New
|
|
|
62
|
Essex Financial Services
Essex,
Connecticut
|
$10.3M
|
-$315K
|
-12,549
|
-3%
|
|
|
63
|
Global Endowment Management
Charlotte,
North Carolina
|
$10M
|
–
|
–
|
–
|
|
|
64
|
Farther Finance Advisors
San Francisco,
California
|
$9.65M
|
+$5.17M
|
+205,733
|
+118%
|
|
|
65
|
Accordant Advisory Group
Annapolis,
Maryland
|
$9.42M
|
+$888K
|
+35,343
|
+11%
|
|
|
66
|
Winnow Wealth
Waco,
Texas
|
$9.42M
|
+$9.33M
|
+371,431
|
New
|
|
|
67
|
Guild Investment Management
Los Angeles,
California
|
$9.21M
|
-$542K
|
-21,584
|
-6%
|
|
|
68
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$9.11M
|
-$1.75M
|
-69,627
|
-16%
|
|
|
69
|
Silvercrest Asset Management
New York
|
$9.02M
|
-$232K
|
-9,236
|
-3%
|
|
|
70
|
Chemung Canal Trust
Elmira,
New York
|
$8.99M
|
-$105K
|
-4,165
|
-1%
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$8.79M
|
-$5.15M
|
-205,099
|
-37%
|
|
|
72
|
SMI Advisory Services
Columbus,
Indiana
|
$8.76M
|
-$85K
|
-3,384
|
-1%
|
|
|
73
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$8.57M
|
+$5.43M
|
+216,160
|
+177%
|
|
|
74
|
Strategic Blueprint
Atlanta,
Georgia
|
$8.47M
|
+$525K
|
+20,888
|
+7%
|
|
|
75
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$8.19M
|
+$336K
|
+13,353
|
+4%
|
|
