|
26
|
Worth Asset Management
Dallas,
Texas
|
$29.3M
|
+$22.1M
|
+220,309
|
+307%
|
|
|
27
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$29.1M
|
+$1.39M
|
+13,889
|
+5%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$29M
|
+$23M
|
+229,348
|
+382%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.5M
|
-$2.68M
|
-26,785
|
-9%
|
|
|
30
|
Atria Wealth Solutions
New York
|
$27.8M
|
+$2.19M
|
+21,866
|
+9%
|
|
|
31
|
Destination Wealth Management
Walnut Creek,
California
|
$26.6M
|
+$26.5M
|
+264,860
|
New
|
|
|
32
|
LPL Financial
San Diego,
California
|
$25.5M
|
+$17.7M
|
+176,697
|
+227%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.3M
|
+$7.45M
|
+74,449
|
+44%
|
|
|
34
|
AWM Capital
Phoenix,
Arizona
|
$21.9M
|
+$4.59M
|
+45,803
|
+26%
|
|
|
35
|
Telemus Capital
Southfield,
Michigan
|
$20.7M
|
+$11.8M
|
+118,021
|
+133%
|
|
|
36
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$17.1M
|
–
|
–
|
–
|
|
|
37
|
Omnia Family Wealth
Aventura,
Florida
|
$14.9M
|
-$1.39M
|
-13,835
|
-9%
|
|
|
38
|
|
$14.8M
|
-$6.48M
|
-64,721
|
-30%
|
|
|
39
|
Titan Managers
Scottsdale,
Arizona
|
$14.2M
|
+$1.65M
|
+16,517
|
+13%
|
|
|
40
|
Meeder Asset Management
Dublin,
Ohio
|
$14.1M
|
-$7.51M
|
-75,014
|
-35%
|
|
|
41
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$14.1M
|
+$14.1M
|
+140,765
|
New
|
|
|
42
|
Capricorn Fund Managers
London,
United Kingdom
|
$13.7M
|
–
|
–
|
–
|
|
|
43
|
Simon Quick Advisors
Morristown,
New Jersey
|
$13.4M
|
-$20.5M
|
-205,182
|
-61%
|
|
|
44
|
|
$12.5M
|
+$12.5M
|
+124,675
|
New
|
|
|
45
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.3M
|
+$1.81M
|
+18,115
|
+17%
|
|
|
46
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$11.5M
|
+$962K
|
+9,605
|
+9%
|
|
|
47
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$11.2M
|
+$11.2M
|
+111,680
|
New
|
|
|
48
|
Tortoise Investment Management
White Plains,
New York
|
$11.2M
|
+$3.75M
|
+37,427
|
+51%
|
|
|
49
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$10.9M
|
+$10.8M
|
+108,372
|
New
|
|
|
50
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.4M
|
+$906K
|
+9,046
|
+10%
|
|
