|
51
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.96M
|
-$182K
|
-3,549
|
-3%
|
|
|
52
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.9M
|
+$54.7K
|
+1,069
|
+1%
|
|
|
53
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$4.74M
|
+$440K
|
+8,601
|
+9%
|
|
|
54
|
Bellwether Advisors
Lincoln,
Nebraska
|
$4.7M
|
+$5.1M
|
+99,697
|
New
|
|
|
55
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$4.58M
|
–
|
–
|
–
|
|
|
56
|
Congress Asset Management
Boston,
Massachusetts
|
$4.45M
|
-$554K
|
-10,826
|
-10%
|
|
|
57
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.42M
|
+$1.3M
|
+25,489
|
+37%
|
|
|
58
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$4.38M
|
-$465K
|
-9,085
|
-9%
|
|
|
59
|
Freedom Day Solutions
Houston,
Texas
|
$4.17M
|
+$865K
|
+16,909
|
+24%
|
|
|
60
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$4.12M
|
+$1.15M
|
+22,555
|
+35%
|
|
|
61
|
CIC Wealth
Rockville,
Maryland
|
$4.01M
|
+$386K
|
+7,537
|
+10%
|
|
|
62
|
Schroder Investment Management Group
London,
United Kingdom
|
$4.01M
|
-$9.21M
|
-180,000
|
-68%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$3.99M
|
+$227K
|
+4,433
|
+6%
|
|
|
64
|
|
$3.97M
|
+$1.59M
|
+31,007
|
+58%
|
|
|
65
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.86M
|
+$3.29M
|
+64,383
|
+371%
|
|
|
66
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.85M
|
+$144K
|
+2,823
|
+4%
|
|
|
67
|
Cambridge Associates
Boston,
Massachusetts
|
$3.78M
|
–
|
–
|
–
|
|
|
68
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.54M
|
-$430K
|
-8,404
|
-10%
|
|
|
69
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$3.49M
|
-$129K
|
-2,521
|
-3%
|
|
|
70
|
Mercer Global Advisors
Denver,
Colorado
|
$3.45M
|
+$173K
|
+3,372
|
+5%
|
|
|
71
|
Naviter Wealth
Little Rock,
Arkansas
|
$3.39M
|
+$1.1M
|
+21,422
|
+43%
|
|
|
72
|
|
$3.3M
|
–
|
–
|
–
|
|
|
73
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$3.28M
|
+$432K
|
+8,445
|
+14%
|
|
|
74
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.26M
|
-$80.8K
|
-1,579
|
-2%
|
|
|
75
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.25M
|
+$31.7K
|
+619
|
+0.9%
|
|
