|
51
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$49.6M
|
-$4.21M
|
-31,733
|
-8%
|
|
|
52
|
Pinnacle Associates
New York
|
$48.7M
|
+$7.97M
|
+60,055
|
+20%
|
|
|
53
|
Howard Financial Services
Dallas,
Texas
|
$48.7M
|
+$5.32M
|
+40,042
|
+12%
|
|
|
54
|
Franklin Resources
San Mateo,
California
|
$47.5M
|
+$8.67M
|
+65,298
|
+23%
|
|
|
55
|
Permanens Capital
New York
|
$46.8M
|
+$38.7M
|
+291,423
|
+520%
|
|
|
56
|
Well Done LLC
Holland,
Michigan
|
$45.9M
|
+$1.19M
|
+8,947
|
+3%
|
|
|
57
|
Avidian Wealth Enterprises
Houston,
Texas
|
$45.7M
|
-$7.68M
|
-57,803
|
-15%
|
|
|
58
|
|
$44.3M
|
-$23.5M
|
-176,860
|
-35%
|
|
|
59
|
Empirical Wealth Management
Seattle,
Washington
|
$43.4M
|
-$1.36M
|
-10,208
|
-3%
|
|
|
60
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$42.5M
|
+$314K
|
+2,368
|
+0.8%
|
|
|
61
|
Trilogy Capital
Irvine,
California
|
$42.3M
|
-$46.2M
|
-347,738
|
-53%
|
|
|
62
|
Financial Advisors
Andover,
Massachusetts
|
$41M
|
+$40.4M
|
+304,221
|
New
|
|
|
63
|
Intelligence Driven Advisers
Carlsbad,
California
|
$40.9M
|
+$5.85M
|
+44,047
|
+17%
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$40.3M
|
+$1.42M
|
+10,727
|
+4%
|
|
|
65
|
Equitable Holdings
New York
|
$38.6M
|
+$1.23M
|
+9,281
|
+3%
|
|
|
66
|
Karpus Investment Management
Pittsford,
New York
|
$38.4M
|
+$4.62M
|
+34,821
|
+14%
|
|
|
67
|
RVW Wealth
Los Angeles,
California
|
$37.1M
|
+$1.04M
|
+7,835
|
+3%
|
|
|
68
|
TD Capital Management
Memphis,
Tennessee
|
$35.4M
|
+$577K
|
+4,344
|
+2%
|
|
|
69
|
Private Ocean
San Rafael,
California
|
$34.2M
|
+$2.79M
|
+20,998
|
+9%
|
|
|
70
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$33.9M
|
-$1.73M
|
-13,058
|
-5%
|
|
|
71
|
Steward Partners Investment Advisory
New York
|
$33.5M
|
-$257K
|
-1,936
|
-0.8%
|
|
|
72
|
SVB Wealth
Boston,
Massachusetts
|
$33.3M
|
+$7.34M
|
+55,276
|
+29%
|
|
|
73
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$31.6M
|
+$9.59M
|
+72,213
|
+44%
|
|
|
74
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$31.2M
|
+$4.58M
|
+34,522
|
+18%
|
|
|
75
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$30.6M
|
-$21.2M
|
-159,904
|
-41%
|
|
