|
51
|
Trilogy Capital
Irvine,
California
|
$14M
|
+$522K
|
+4,916
|
+4%
|
|
|
52
|
Fidelity Investments
Boston,
Massachusetts
|
$13.9M
|
+$439K
|
+4,134
|
+3%
|
|
|
53
|
Keystone Wealth Partners
Chandler,
Arizona
|
$13.9M
|
+$148K
|
+1,394
|
+1%
|
|
|
54
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.4M
|
+$4.43M
|
+41,745
|
+50%
|
|
|
55
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$13.3M
|
+$499K
|
+4,696
|
+4%
|
|
|
56
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$13.1M
|
+$553K
|
+5,212
|
+4%
|
|
|
57
|
Portland Global Advisors
Portland,
Maine
|
$13M
|
+$530K
|
+4,989
|
+4%
|
|
|
58
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13M
|
+$13M
|
+122,553
|
New
|
|
|
59
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$12.9M
|
+$194K
|
+1,831
|
+2%
|
|
|
60
|
Soltis Investment Advisors
St. George,
Utah
|
$12.8M
|
+$2.62M
|
+24,672
|
+26%
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.3M
|
+$12.1M
|
+113,587
|
+4,733%
|
|
|
62
|
Alesco Advisors
Pittsford,
New York
|
$12.2M
|
+$218K
|
+2,049
|
+2%
|
|
|
63
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$12M
|
+$910K
|
+8,565
|
+8%
|
|
|
64
|
Eaton Vance Management
Boston,
Massachusetts
|
$11.6M
|
+$3.33M
|
+31,385
|
+40%
|
|
|
65
|
Courier Capital
Buffalo,
New York
|
$11.6M
|
+$1.23M
|
+11,591
|
+12%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$11.2M
|
+$7.03M
|
+66,174
|
+169%
|
|
|
67
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$11.1M
|
+$2.31M
|
+21,758
|
+26%
|
|
|
68
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$11.1M
|
+$332K
|
+3,127
|
+3%
|
|
|
69
|
Bank of New York Mellon
New York
|
$11.1M
|
+$418K
|
+3,939
|
+4%
|
|
|
70
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$10.7M
|
+$10.7M
|
+100,892
|
New
|
|
|
71
|
Barings
Charlotte,
North Carolina
|
$10.4M
|
+$1.56M
|
+14,697
|
+18%
|
|
|
72
|
NextCapital Advisers
Chicago,
Illinois
|
$10.3M
|
+$420K
|
+3,952
|
+4%
|
|
|
73
|
The Family Firm
Bethesda,
Maryland
|
$10.3M
|
+$333K
|
+3,135
|
+3%
|
|
|
74
|
Janiczek Wealth Management
Denver,
Colorado
|
$10.2M
|
+$1.43M
|
+13,497
|
+16%
|
|
|
75
|
American Money Management
Rancho Santa Fe,
California
|
$10.1M
|
-$1.9M
|
-17,873
|
-16%
|
|
