|
51
|
IEQ Capital
Foster City,
California
|
$45M
|
+$6.19M
|
+29,615
|
+15%
|
|
|
52
|
Whelan Financial
Fresno,
California
|
$44.5M
|
-$1.13M
|
-5,403
|
-2%
|
|
|
53
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$44.5M
|
+$5.68M
|
+27,169
|
+13%
|
|
|
54
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$42.5M
|
–
|
–
|
–
|
|
|
55
|
Western Wealth Management
Golden,
Colorado
|
$39M
|
-$50K
|
-239
|
-0.1%
|
|
|
56
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$37.4M
|
-$21.5M
|
-102,668
|
-35%
|
|
|
57
|
Waddell & Associates
Memphis,
Tennessee
|
$37.1M
|
+$249K
|
+1,190
|
+0.6%
|
|
|
58
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$37.1M
|
-$1.22M
|
-5,837
|
-3%
|
|
|
59
|
Scarborough Advisors
Annapolis,
Maryland
|
$36M
|
+$1.74M
|
+8,313
|
+5%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$34.3M
|
-$4.61M
|
-22,045
|
-11%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$33.7M
|
-$3.12M
|
-14,916
|
-8%
|
|
|
62
|
Main Management
San Francisco,
California
|
$33.4M
|
-$3.18M
|
-15,193
|
-8%
|
|
|
63
|
TruWealth Advisors
Metairie,
Louisiana
|
$33.1M
|
-$827K
|
-3,954
|
-2%
|
|
|
64
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$33.1M
|
-$1.32M
|
-6,327
|
-4%
|
|
|
65
|
One Day In July LLC
Burlington,
Vermont
|
$32.3M
|
+$4.99M
|
+23,864
|
+17%
|
|
|
66
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$31.5M
|
+$142K
|
+677
|
+0.4%
|
|
|
67
|
Tobias Financial Advisors
Plantation,
Florida
|
$31.1M
|
+$159K
|
+761
|
+0.5%
|
|
|
68
|
Denver Wealth Management
Denver,
Colorado
|
$31M
|
+$1.27M
|
+6,076
|
+4%
|
|
|
69
|
Aveo Capital Partners
Englewood,
Colorado
|
$30.4M
|
+$7.37M
|
+35,230
|
+30%
|
|
|
70
|
Fusion Family Wealth
Woodbury,
New York
|
$29.5M
|
-$862K
|
-4,121
|
-3%
|
|
|
71
|
D'Orazio & Associates
Falls Church,
Virginia
|
$29.4M
|
+$1.45M
|
+6,934
|
+5%
|
|
|
72
|
Verde Capital Management
Clarkston,
Michigan
|
$28.3M
|
+$715K
|
+3,419
|
+2%
|
|
|
73
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$28.2M
|
+$2.19M
|
+10,473
|
+8%
|
|
|
74
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$27.8M
|
-$8.62M
|
-41,213
|
-22%
|
|
|
75
|
EP Wealth Advisors
Torrance,
California
|
$27.8M
|
-$430K
|
-2,056
|
-1%
|
|
