|
51
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$9.19M
|
+$8.26M
|
+85,836
|
New
|
|
|
52
|
CX Institutional
Auburn,
Indiana
|
$9.18M
|
+$8.25M
|
+85,751
|
New
|
|
|
53
|
Montag & Associates
Atlanta,
Georgia
|
$9.14M
|
+$72.7K
|
+755
|
+0.9%
|
|
|
54
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.39M
|
+$391K
|
+4,063
|
+5%
|
|
|
55
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$8.23M
|
+$136K
|
+1,413
|
+2%
|
|
|
56
|
Kestra Advisory Services
Austin,
Texas
|
$8.16M
|
+$1.11M
|
+11,510
|
+18%
|
|
|
57
|
Regis Management Company
Menlo Park,
California
|
$8.13M
|
-$36.5K
|
-379
|
-0.5%
|
|
|
58
|
Avantax Advisory Services
Dallas,
Texas
|
$8.03M
|
-$95K
|
-987
|
-1%
|
|
|
59
|
KCM Investment Advisors
Greenbrae,
California
|
$7.84M
|
+$660K
|
+6,855
|
+10%
|
|
|
60
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$7.79M
|
+$1.48M
|
+15,331
|
+27%
|
|
|
61
|
|
$7.44M
|
-$57.4K
|
-596
|
-0.9%
|
|
|
62
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$7.38M
|
-$1.74M
|
-18,122
|
-21%
|
|
|
63
|
M&T Bank
Buffalo,
New York
|
$7.26M
|
-$315K
|
-3,270
|
-5%
|
|
|
64
|
Independent Financial Group
San Diego,
California
|
$7.2M
|
+$2.13M
|
+22,085
|
+49%
|
|
|
65
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$7.19M
|
-$136K
|
-1,409
|
-2%
|
|
|
66
|
Prudential plc
London, England,
United Kingdom
|
$6.62M
|
+$5.68M
|
+59,000
|
+2,107%
|
|
|
67
|
One Capital Management
Westlake Village,
California
|
$6.57M
|
+$5.91M
|
+61,375
|
New
|
|
|
68
|
Veritable
Wilmington,
Delaware
|
$6.57M
|
-$886K
|
-9,204
|
-13%
|
|
|
69
|
Consolidated Capital Management
Burbank,
California
|
$6.31M
|
-$5M
|
-51,965
|
-47%
|
|
|
70
|
Roundview Capital
Princeton,
New Jersey
|
$6.29M
|
+$148K
|
+1,538
|
+3%
|
|
|
71
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.13M
|
+$5.02M
|
+52,199
|
+1,035%
|
|
|
72
|
Shilanski & Associates
Anchorage,
Alaska
|
$5.94M
|
-$112K
|
-1,163
|
-2%
|
|
|
73
|
GoalFusion Wealth Management
Austin,
Texas
|
$5.76M
|
-$1.16M
|
-12,098
|
-18%
|
|
|
74
|
SeaCrest Wealth Management
Purchase,
New York
|
$5.59M
|
+$3.64M
|
+37,819
|
+263%
|
|
|
75
|
|
$5.19M
|
+$4.67M
|
+48,490
|
New
|
|
