|
51
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$11.6M
|
+$8.76K
|
+212
|
+0.1%
|
|
|
52
|
Summit Wealth Partners
Orlando,
Florida
|
$11.1M
|
-$933K
|
-22,573
|
-8%
|
|
|
53
|
|
$11M
|
–
|
–
|
–
|
|
|
54
|
Transform Wealth
Greenwood Village,
Colorado
|
$10.6M
|
+$11M
|
+266,587
|
New
|
|
|
55
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$9.85M
|
+$10.2M
|
+246,717
|
New
|
|
|
56
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.67M
|
+$579K
|
+14,017
|
+6%
|
|
|
57
|
Brookfield Corp
Toronto,
Ontario, Canada
|
$9.64M
|
–
|
–
|
–
|
|
|
58
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$9.38M
|
+$96.7K
|
+2,338
|
+1%
|
|
|
59
|
Alesco Advisors
Pittsford,
New York
|
$9.31M
|
+$459K
|
+11,100
|
+5%
|
|
|
60
|
Virtue Capital Management
Brentwood,
Tennessee
|
$8.89M
|
+$9.2M
|
+222,494
|
New
|
|
|
61
|
Fairview Capital Investment Management
Greenbrae,
California
|
$8.65M
|
+$207K
|
+4,995
|
+2%
|
|
|
62
|
Allianz Asset Management
Munich,
Germany
|
$8.05M
|
+$8.33M
|
+201,500
|
New
|
|
|
63
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$7.87M
|
-$135K
|
-3,275
|
-2%
|
|
|
64
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.87M
|
+$8.15M
|
+197,112
|
New
|
|
|
65
|
Schroder Investment Management Group
London,
United Kingdom
|
$7.82M
|
+$8.09M
|
+195,771
|
New
|
|
|
66
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.68M
|
+$17.9K
|
+433
|
+0.2%
|
|
|
67
|
Destiny Wealth Partners
Tavares,
Florida
|
$7.47M
|
-$186K
|
-4,489
|
-2%
|
|
|
68
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$7.45M
|
-$21.7M
|
-525,336
|
-74%
|
|
|
69
|
Essex LLC
Deer Park,
Illinois
|
$7.44M
|
+$702K
|
+16,969
|
+10%
|
|
|
70
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$7.25M
|
-$306K
|
-7,413
|
-4%
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.2M
|
+$6.23M
|
+150,792
|
+606%
|
|
|
72
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.19M
|
+$387K
|
+9,353
|
+5%
|
|
|
73
|
Regal Wealth Group
Seal Beach,
California
|
$6.97M
|
-$314K
|
-7,599
|
-4%
|
|
|
74
|
MML Investors Services
Springfield,
Massachusetts
|
$6.25M
|
+$94.5K
|
+2,287
|
+1%
|
|
|
75
|
Blue Barn Wealth
Orem,
Utah
|
$6.24M
|
+$71.3K
|
+1,725
|
+1%
|
|
