|
51
|
Executive Wealth Group
Kirkland,
Washington
|
$8.91M
|
+$80.6K
|
+975
|
+0.9%
|
|
|
52
|
Cetera Advisor Networks
El Segundo,
California
|
$8.87M
|
+$2.06M
|
+24,949
|
+30%
|
|
|
53
|
Ratio Wealth Group
Denver,
Colorado
|
$8.57M
|
-$115K
|
-1,394
|
-1%
|
|
|
54
|
Pacific Capital Wealth Advisors
Corona,
California
|
$8.45M
|
-$579K
|
-7,007
|
-6%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$8.3M
|
-$2.37M
|
-28,651
|
-22%
|
|
|
56
|
ALPS Advisors
Denver,
Colorado
|
$7.92M
|
-$15.7K
|
-190
|
-0.2%
|
|
|
57
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$7.85M
|
–
|
–
|
–
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$7.71M
|
-$353K
|
-4,276
|
-4%
|
|
|
59
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$7.65M
|
+$287K
|
+3,468
|
+4%
|
|
|
60
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$7.1M
|
+$530K
|
+6,416
|
+8%
|
|
|
61
|
Main Management
San Francisco,
California
|
$6.88M
|
-$472K
|
-5,715
|
-6%
|
|
|
62
|
Morningstar Investment Management
Chicago,
Illinois
|
$6.79M
|
-$8.72M
|
-105,533
|
-56%
|
|
|
63
|
Calton & Associates
Tampa,
Florida
|
$6.55M
|
+$1.55M
|
+18,801
|
+31%
|
|
|
64
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$6.42M
|
+$3.01M
|
+36,430
|
+93%
|
|
|
65
|
Allen Investment Management
New York
|
$6.41M
|
-$95.8K
|
-1,160
|
-1%
|
|
|
66
|
Joule Financial
Lexington,
Kentucky
|
$6.4M
|
-$485K
|
-5,867
|
-7%
|
|
|
67
|
Atria Wealth Solutions
New York
|
$6.35M
|
+$2.29M
|
+27,737
|
+57%
|
|
|
68
|
Greytown Advisors
Miami,
Florida
|
$6.18M
|
+$243K
|
+2,946
|
+4%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$5.68M
|
+$90.9K
|
+1,100
|
+2%
|
|
|
70
|
Keebeck Wealth Management
Chicago,
Illinois
|
$5.65M
|
–
|
–
|
–
|
|
|
71
|
Pariax
Newport Beach,
California
|
$5.48M
|
–
|
–
|
–
|
|
|
72
|
|
$5.01M
|
+$562K
|
+6,797
|
+13%
|
|
|
73
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$4.95M
|
+$4.95M
|
+59,878
|
New
|
|
|
74
|
Axiom Financial Strategies
New Albany,
Indiana
|
$4.94M
|
+$19.5K
|
+236
|
+0.4%
|
|
|
75
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$4.92M
|
+$229K
|
+2,767
|
+5%
|
|
