|
51
|
Wellington Management Group
Boston,
Massachusetts
|
$12.1M
|
+$12.5M
|
+173,438
|
New
|
|
|
52
|
HSBC Holdings
London,
United Kingdom
|
$11.9M
|
-$6.03M
|
-83,612
|
-33%
|
|
|
53
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11.7M
|
-$188K
|
-2,612
|
-2%
|
|
|
54
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$11.6M
|
+$12M
|
+165,908
|
New
|
|
|
55
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.5M
|
-$1.24M
|
-17,190
|
-9%
|
|
|
56
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$11.4M
|
+$262K
|
+3,626
|
+2%
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.4M
|
+$2.5M
|
+34,641
|
+27%
|
|
|
58
|
Atria Wealth Solutions
New York
|
$10.9M
|
-$1.76M
|
-24,461
|
-14%
|
|
|
59
|
GeoWealth Management
Chicago,
Illinois
|
$10.7M
|
-$3.23M
|
-44,826
|
-23%
|
|
|
60
|
Bell Investment Advisors
Oakland,
California
|
$10.7M
|
-$101K
|
-1,394
|
-0.9%
|
|
|
61
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$10.1M
|
-$865K
|
-11,995
|
-8%
|
|
|
62
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
-$689K
|
-9,552
|
-6%
|
|
|
63
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$10M
|
+$169K
|
+2,344
|
+2%
|
|
|
64
|
Nilsine Partners
Greenwood Village,
Colorado
|
$9.59M
|
+$789K
|
+10,936
|
+9%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.53M
|
+$7.57M
|
+104,878
|
+335%
|
|
|
66
|
O'Rourke & Company
Boston,
Massachusetts
|
$9.47M
|
-$199K
|
-2,756
|
-2%
|
|
|
67
|
MAI Capital Management
Independence,
Ohio
|
$9.14M
|
+$8.45M
|
+117,163
|
+870%
|
|
|
68
|
Citadel Advisors
Miami,
Florida
|
$9.05M
|
+$2.69M
|
+37,261
|
+41%
|
|
|
69
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$8.56M
|
+$105K
|
+1,453
|
+1%
|
|
|
70
|
Fluent Financial
Dallas,
Texas
|
$8.27M
|
-$528K
|
-7,321
|
-6%
|
|
|
71
|
Corient Private Wealth
Miami,
Florida
|
$8.12M
|
-$220K
|
-3,049
|
-3%
|
|
|
72
|
Mariner
Overland Park,
Kansas
|
$8.09M
|
-$136K
|
-1,890
|
-2%
|
|
|
73
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$8.05M
|
+$53.5K
|
+741
|
+0.6%
|
|
|
74
|
Creative Planning
Overland Park,
Kansas
|
$7.8M
|
-$25.3K
|
-351
|
-0.3%
|
|
|
75
|
Waterloo Capital
Austin,
Texas
|
$7.8M
|
+$455K
|
+6,306
|
+6%
|
|
