|
51
|
WBH Advisory
Baltimore,
Maryland
|
$20.4M
|
-$418K
|
-1,590
|
-2%
|
|
|
52
|
Atria Wealth Solutions
New York
|
$19.1M
|
+$9.41M
|
+35,817
|
+103%
|
|
|
53
|
|
$19.1M
|
+$9.15M
|
+34,842
|
+98%
|
|
|
54
|
Marotta Asset Management
Charlottesville,
Virginia
|
$19M
|
-$555K
|
-2,111
|
-3%
|
|
|
55
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$18.9M
|
-$54.1K
|
-206
|
-0.3%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$18.2M
|
-$322K
|
-1,225
|
-2%
|
|
|
57
|
Bulltick Wealth Management
Miami,
Florida
|
$16.3M
|
-$441K
|
-1,680
|
-3%
|
|
|
58
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$15.9M
|
-$304K
|
-1,159
|
-2%
|
|
|
59
|
Chai Trust Company
Chicago,
Illinois
|
$15.4M
|
+$710K
|
+2,702
|
+5%
|
|
|
60
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$15.3M
|
+$97.5K
|
+371
|
+0.7%
|
|
|
61
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$14.8M
|
-$34.7K
|
-132
|
-0.2%
|
|
|
62
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.4M
|
+$168K
|
+638
|
+1%
|
|
|
63
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$14M
|
+$745K
|
+2,834
|
+6%
|
|
|
64
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$13.9M
|
–
|
–
|
–
|
|
|
65
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$13.3M
|
-$979K
|
-3,727
|
-7%
|
|
|
66
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.5M
|
+$115K
|
+438
|
+1%
|
|
|
67
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$12.3M
|
-$204K
|
-775
|
-2%
|
|
|
68
|
Lido Advisors
Los Angeles,
California
|
$11.6M
|
+$911K
|
+3,469
|
+9%
|
|
|
69
|
Private Advisor Group
Morristown,
New Jersey
|
$11.4M
|
+$1.11M
|
+4,236
|
+11%
|
|
|
70
|
Ratio Wealth Group
Denver,
Colorado
|
$11.3M
|
+$176K
|
+670
|
+2%
|
|
|
71
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$11.1M
|
+$217K
|
+827
|
+2%
|
|
|
72
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$10.8M
|
+$1.44M
|
+5,485
|
+16%
|
|
|
73
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$10.7M
|
+$85.4K
|
+325
|
+0.8%
|
|
|
74
|
Connectus Wealth
Cincinnati,
Ohio
|
$10.4M
|
-$1.1M
|
-4,204
|
-10%
|
|
|
75
|
Comerica Bank
Dallas,
Texas
|
$10.4M
|
+$1.1M
|
+4,183
|
+12%
|
|
