|
51
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18M
|
-$1.59M
|
-6,549
|
-8%
|
|
|
52
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$17.7M
|
-$823K
|
-3,383
|
-4%
|
|
|
53
|
Marotta Asset Management
Charlottesville,
Virginia
|
$17.7M
|
+$17.6M
|
+72,193
|
New
|
|
|
54
|
Bulltick Wealth Management
Miami,
Florida
|
$16.6M
|
-$17K
|
-70
|
-0.1%
|
|
|
55
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$16.4M
|
+$2.26M
|
+9,279
|
+16%
|
|
|
56
|
Avantax Advisory Services
Dallas,
Texas
|
$16.1M
|
+$70.3K
|
+289
|
+0.4%
|
|
|
57
|
Ratio Wealth Group
Denver,
Colorado
|
$15M
|
+$14.9M
|
+61,450
|
New
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$15M
|
-$481K
|
-1,977
|
-3%
|
|
|
59
|
Bellwether Advisors
Lincoln,
Nebraska
|
$14.1M
|
+$14M
|
+57,371
|
+49,888%
|
|
|
60
|
Aprio Wealth Management
Atlanta,
Georgia
|
$13.9M
|
-$18K
|
-74
|
-0.1%
|
|
|
61
|
|
$13.9M
|
-$672K
|
-2,762
|
-5%
|
|
|
62
|
Cetera Advisor Networks
El Segundo,
California
|
$13.8M
|
+$1.33M
|
+5,456
|
+11%
|
|
|
63
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$13.7M
|
-$201K
|
-826
|
-1%
|
|
|
64
|
MAI Capital Management
Independence,
Ohio
|
$13.6M
|
+$2.07M
|
+8,526
|
+18%
|
|
|
65
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.1M
|
-$674K
|
-2,769
|
-5%
|
|
|
66
|
Comerica Securities
Detroit,
Michigan
|
$12.9M
|
-$945K
|
-3,885
|
-7%
|
|
|
67
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$12.6M
|
–
|
–
|
–
|
|
|
68
|
Executive Wealth Group
Kirkland,
Washington
|
$12.4M
|
–
|
–
|
–
|
|
|
69
|
Chai Trust Company
Chicago,
Illinois
|
$12M
|
+$397K
|
+1,631
|
+3%
|
|
|
70
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$12M
|
+$242K
|
+994
|
+2%
|
|
|
71
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$11.9M
|
-$39.7K
|
-163
|
-0.3%
|
|
|
72
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$11.7M
|
-$1.54M
|
-6,335
|
-12%
|
|
|
73
|
ALPS Advisors
Denver,
Colorado
|
$11.2M
|
-$113K
|
-465
|
-1%
|
|
|
74
|
Atria Wealth Solutions
New York
|
$11.2M
|
+$617K
|
+2,537
|
+6%
|
|
|
75
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.1M
|
+$700K
|
+2,878
|
+7%
|
|
