|
51
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.79M
|
+$2.18M
|
+17,909
|
+33%
|
|
|
52
|
M&T Bank
Buffalo,
New York
|
$8.52M
|
-$380K
|
-3,121
|
-4%
|
|
|
53
|
Whitford Management
New York
|
$8.47M
|
+$8.5M
|
+69,825
|
New
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$8.21M
|
-$2.1M
|
-17,228
|
-20%
|
|
|
55
|
ALPS Advisors
Denver,
Colorado
|
$8.13M
|
-$408K
|
-3,351
|
-5%
|
|
|
56
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$8.04M
|
+$195K
|
+1,601
|
+2%
|
|
|
57
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.93M
|
+$250K
|
+2,054
|
+3%
|
|
|
58
|
Regis Management Company
Menlo Park,
California
|
$7.84M
|
-$1.05M
|
-8,585
|
-12%
|
|
|
59
|
Avantax Advisory Services
Dallas,
Texas
|
$7.8M
|
+$161K
|
+1,320
|
+2%
|
|
|
60
|
Atria Wealth Solutions
New York
|
$7.67M
|
+$3.72M
|
+30,590
|
+94%
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$7.59M
|
-$1.3M
|
-10,646
|
-15%
|
|
|
62
|
One Capital Management
Westlake Village,
California
|
$7.42M
|
-$91.2K
|
-749
|
-1%
|
|
|
63
|
Prudential plc
London, England,
United Kingdom
|
$7.39M
|
-$3.77M
|
-31,000
|
-34%
|
|
|
64
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.36M
|
+$1.27M
|
+10,444
|
+21%
|
|
|
65
|
Roundview Capital
Princeton,
New Jersey
|
$7.3M
|
+$163K
|
+1,339
|
+2%
|
|
|
66
|
KCM Investment Advisors
Greenbrae,
California
|
$7.24M
|
+$135K
|
+1,107
|
+2%
|
|
|
67
|
TAP Consulting
Kirkwood,
Missouri
|
$6.86M
|
-$779K
|
-6,398
|
-10%
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$6.82M
|
+$316K
|
+2,599
|
+5%
|
|
|
69
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$6.74M
|
-$183K
|
-1,505
|
-3%
|
|
|
70
|
Veritable
Wilmington,
Delaware
|
$6.62M
|
-$358K
|
-2,940
|
-5%
|
|
|
71
|
GoalFusion Wealth Management
Austin,
Texas
|
$6.46M
|
-$161K
|
-1,323
|
-2%
|
|
|
72
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$6.44M
|
+$6.46M
|
+53,091
|
New
|
|
|
73
|
Independent Financial Group
San Diego,
California
|
$6.27M
|
-$206K
|
-1,690
|
-3%
|
|
|
74
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.14M
|
+$2.05M
|
+16,806
|
+50%
|
|
|
75
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.29M
|
-$193K
|
-1,582
|
-4%
|
|
