|
51
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.8M
|
-$694K
|
-28,708
|
-5%
|
|
|
52
|
Davenport & Co
Richmond,
Virginia
|
$12.7M
|
+$470K
|
+19,444
|
+4%
|
|
|
53
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
-$1.26M
|
-52,168
|
-10%
|
|
|
54
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.6M
|
-$1.26M
|
-52,168
|
-10%
|
|
|
55
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.5M
|
+$377K
|
+15,608
|
+3%
|
|
|
56
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$11.4M
|
+$467K
|
+19,330
|
+4%
|
|
|
57
|
Altiora Financial Group
Lebanon,
Ohio
|
$11.2M
|
+$7.02M
|
+290,674
|
+180%
|
|
|
58
|
Franklin Resources
San Mateo,
California
|
$10.8M
|
-$2.05M
|
-84,868
|
-16%
|
|
|
59
|
|
$10.3M
|
+$10M
|
+414,822
|
New
|
|
|
60
|
SWS Partners
Columbus,
Ohio
|
$9.88M
|
+$1.41M
|
+58,224
|
+17%
|
|
|
61
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$9.14M
|
+$476K
|
+19,706
|
+6%
|
|
|
62
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.97M
|
-$1.15M
|
-47,574
|
-12%
|
|
|
63
|
Morningstar Investment Management
Chicago,
Illinois
|
$8.73M
|
-$2.2M
|
-91,250
|
-21%
|
|
|
64
|
Cetera Advisors
Denver,
Colorado
|
$8.55M
|
-$713K
|
-29,520
|
-8%
|
|
|
65
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.39M
|
+$459K
|
+18,978
|
+6%
|
|
|
66
|
Mariner
Overland Park,
Kansas
|
$8.39M
|
+$2.33M
|
+96,322
|
+40%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.67M
|
-$619K
|
-25,610
|
-8%
|
|
|
68
|
Vident Advisory
Alpharetta,
Georgia
|
$7M
|
-$771K
|
-31,894
|
-10%
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
$6.64M
|
-$6.94M
|
-287,348
|
-52%
|
|
|
70
|
One Degree Advisors
San Diego,
California
|
$6.47M
|
+$6.37M
|
+263,552
|
New
|
|
|
71
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.38M
|
+$882K
|
+36,522
|
+17%
|
|
|
72
|
Financial Engines Advisors
Santa Clara,
California
|
$6.32M
|
+$4.94M
|
+204,526
|
+411%
|
|
|
73
|
Libra Wealth
Los Gatos,
California
|
$6.26M
|
+$480K
|
+19,874
|
+9%
|
|
|
74
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.22M
|
-$206K
|
-8,516
|
-3%
|
|
|
75
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.14M
|
+$312K
|
+12,924
|
+6%
|
|
