|
51
|
Fiduciary Trust
Boston,
Massachusetts
|
$11.6M
|
-$379K
|
-3,962
|
-3%
|
|
|
52
|
ALPS Advisors
Denver,
Colorado
|
$11.4M
|
-$461K
|
-4,815
|
-4%
|
|
|
53
|
WBH Advisory
Baltimore,
Maryland
|
$11.3M
|
-$369K
|
-3,850
|
-3%
|
|
|
54
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$10.9M
|
-$2.45M
|
-25,545
|
-18%
|
|
|
55
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.8M
|
-$7.32M
|
-76,418
|
-40%
|
|
|
56
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$10.3M
|
+$318K
|
+3,316
|
+3%
|
|
|
57
|
Executive Wealth Group
Kirkland,
Washington
|
$10.2M
|
+$57.4K
|
+599
|
+0.6%
|
|
|
58
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.1M
|
+$1.81M
|
+18,920
|
+21%
|
|
|
59
|
Ratio Wealth Group
Denver,
Colorado
|
$9.9M
|
+$5.04M
|
+52,650
|
+99%
|
|
|
60
|
Avantax Advisory Services
Dallas,
Texas
|
$9.5M
|
+$1.1M
|
+11,463
|
+13%
|
|
|
61
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$8.87M
|
+$9.07M
|
+94,686
|
+39,453%
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$8.72M
|
+$5.16M
|
+53,885
|
+136%
|
|
|
63
|
Atria Wealth Solutions
New York
|
$8.69M
|
+$8.91M
|
+93,002
|
New
|
|
|
64
|
Tower Research Capital (TRC)
New York
|
$8.56M
|
+$7.42M
|
+77,490
|
+545%
|
|
|
65
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$8.06M
|
+$8.26M
|
+86,294
|
New
|
|
|
66
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.01M
|
-$1.13M
|
-11,812
|
-12%
|
|
|
67
|
Citadel Advisors
Miami,
Florida
|
$7.99M
|
+$4.19M
|
+43,719
|
+104%
|
|
|
68
|
Marks Wealth
Annapolis,
Maryland
|
$7.83M
|
-$27M
|
-282,192
|
-77%
|
|
|
69
|
Dowling & Yahnke
San Diego,
California
|
$7.41M
|
+$180K
|
+1,879
|
+2%
|
|
|
70
|
Atria Investments
Charlotte,
North Carolina
|
$7.4M
|
-$544K
|
-5,677
|
-7%
|
|
|
71
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$7.28M
|
+$102K
|
+1,067
|
+1%
|
|
|
72
|
Tatro Capital
Lexington,
Kentucky
|
$7.22M
|
-$20.6K
|
-215
|
-0.3%
|
|
|
73
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.96M
|
+$645K
|
+6,735
|
+10%
|
|
|
74
|
Greytown Advisors
Miami,
Florida
|
$6.78M
|
-$1.3M
|
-13,536
|
-16%
|
|
|
75
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$6.71M
|
+$981K
|
+10,244
|
+17%
|
|
