|
51
|
MAI Capital Management
Independence,
Ohio
|
$72.1M
|
+$192K
|
+6,299
|
+0.3%
|
|
|
52
|
Brio Consultants
San Francisco,
California
|
$70.7M
|
-$1.17M
|
-38,229
|
-2%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$69.7M
|
+$1.76M
|
+57,878
|
+3%
|
|
|
54
|
Angeles Wealth Management
Santa Monica,
California
|
$69.6M
|
+$2.8M
|
+91,941
|
+4%
|
|
|
55
|
Two Sigma Investments
New York
|
$69M
|
-$35.5M
|
-1,166,400
|
-35%
|
|
|
56
|
UBS Group
Zurich,
Switzerland
|
$68.9M
|
+$2.26M
|
+74,095
|
+4%
|
|
|
57
|
Atomi Financial Group
New York
|
$67.9M
|
+$9.04M
|
+296,519
|
+16%
|
|
|
58
|
Koshinski Asset Management
Decatur,
Illinois
|
$65.9M
|
-$63.3M
|
-2,076,826
|
Closed
|
|
|
59
|
Gemmer Asset Management
Walnut Creek,
California
|
$64.1M
|
+$5.29M
|
+173,653
|
+9%
|
|
|
60
|
Financial Management Professionals
Austin,
Texas
|
$63.7M
|
+$359K
|
+11,787
|
+0.6%
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$63.2M
|
+$3.2M
|
+105,011
|
+6%
|
|
|
62
|
United Capital Financial Advisors
Irving,
Texas
|
$62.6M
|
-$1.93M
|
-63,201
|
-3%
|
|
|
63
|
Nadler Financial Group
Deerfield,
Illinois
|
$61.1M
|
-$822K
|
-26,986
|
-1%
|
|
|
64
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$60.6M
|
+$1.48M
|
+48,467
|
+3%
|
|
|
65
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$59.2M
|
-$332K
|
-10,892
|
-0.6%
|
|
|
66
|
HB Wealth Management
Atlanta,
Georgia
|
$58.7M
|
+$1.84M
|
+60,380
|
+3%
|
|
|
67
|
Merit Financial Group
Alpharetta,
Georgia
|
$58.5M
|
-$2.52M
|
-82,631
|
-4%
|
|
|
68
|
Strategic Blueprint
Atlanta,
Georgia
|
$58.4M
|
+$5.09M
|
+167,003
|
+10%
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
$58.1M
|
-$8.77M
|
-287,626
|
-14%
|
|
|
70
|
Belpointe Asset Management
Reno,
Nevada
|
$58.1M
|
+$2.92M
|
+95,857
|
+6%
|
|
|
71
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$56.9M
|
-$757K
|
-24,833
|
-1%
|
|
|
72
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$56.1M
|
+$4.75M
|
+155,879
|
+10%
|
|
|
73
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$55.3M
|
+$1.14M
|
+37,306
|
+2%
|
|
|
74
|
Charles Schwab Trust
Henderson,
Nevada
|
$55M
|
+$3.3M
|
+108,272
|
+7%
|
|
|
75
|
Triton Wealth Management
Sun City,
Arizona
|
$54.2M
|
+$167K
|
+5,492
|
+0.3%
|
|
