|
51
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$7.82M
|
+$8.8M
|
+78,632
|
New
|
|
|
52
|
Regis Management Company
Menlo Park,
California
|
$7.37M
|
-$217K
|
-1,940
|
-3%
|
|
|
53
|
KCM Investment Advisors
Greenbrae,
California
|
$7.1M
|
-$207K
|
-1,846
|
-3%
|
|
|
54
|
ALPS Advisors
Denver,
Colorado
|
$7.1M
|
+$7.98M
|
+71,350
|
New
|
|
|
55
|
|
$6.78M
|
-$144K
|
-1,287
|
-2%
|
|
|
56
|
M&T Bank
Buffalo,
New York
|
$6.78M
|
+$36K
|
+322
|
+0.5%
|
|
|
57
|
MML Investors Services
Springfield,
Massachusetts
|
$6.78M
|
+$2.6M
|
+23,199
|
+52%
|
|
|
58
|
Estate Counselors
Thiensville,
Wisconsin
|
$6.52M
|
-$4.08M
|
-36,435
|
-36%
|
|
|
59
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$6.49M
|
-$406K
|
-3,631
|
-5%
|
|
|
60
|
Atria Wealth Solutions
New York
|
$6.45M
|
-$5.6M
|
-50,046
|
-44%
|
|
|
61
|
BFSG LLC
Irvine,
California
|
$6.4M
|
+$3.14M
|
+28,040
|
+77%
|
|
|
62
|
Independent Financial Group
San Diego,
California
|
$6.37M
|
-$360K
|
-3,216
|
-5%
|
|
|
63
|
TAP Consulting
Kirkwood,
Missouri
|
$6.3M
|
-$2.74M
|
-24,453
|
-28%
|
|
|
64
|
One Capital Management
Westlake Village,
California
|
$6.29M
|
+$208K
|
+1,856
|
+3%
|
|
|
65
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$6.17M
|
-$582K
|
-5,199
|
-8%
|
|
|
66
|
Kestra Advisory Services
Austin,
Texas
|
$6.07M
|
-$1.71M
|
-15,266
|
-20%
|
|
|
67
|
Private Advisor Group
Morristown,
New Jersey
|
$5.99M
|
-$4.82M
|
-43,093
|
-42%
|
|
|
68
|
Roundview Capital
Princeton,
New Jersey
|
$5.87M
|
+$30.3K
|
+271
|
+0.5%
|
|
|
69
|
Principle Wealth Partners
Madison,
Connecticut
|
$5.85M
|
+$1.57M
|
+14,073
|
+31%
|
|
|
70
|
Consolidated Capital Management
Burbank,
California
|
$5.74M
|
-$141K
|
-1,264
|
-2%
|
|
|
71
|
Veritable
Wilmington,
Delaware
|
$5.73M
|
-$425K
|
-3,800
|
-6%
|
|
|
72
|
Shilanski & Associates
Anchorage,
Alaska
|
$5.52M
|
+$448
|
+4
|
+0%
|
|
|
73
|
Cetera Advisor Networks
El Segundo,
California
|
$5.35M
|
+$954K
|
+8,523
|
+19%
|
|
|
74
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.35M
|
+$721K
|
+6,441
|
+14%
|
|
|
75
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$5.28M
|
-$2.2M
|
-19,684
|
-27%
|
|
