|
51
|
Marotta Asset Management
Charlottesville,
Virginia
|
$18.3M
|
-$357K
|
-1,361
|
-2%
|
|
|
52
|
|
$18.1M
|
-$624K
|
-2,379
|
-3%
|
|
|
53
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$17.9M
|
-$2.22M
|
-8,481
|
-12%
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$17.8M
|
-$152K
|
-580
|
-0.9%
|
|
|
55
|
Chai Trust Company
Chicago,
Illinois
|
$15.8M
|
+$648K
|
+2,473
|
+4%
|
|
|
56
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$15.7M
|
+$70.3K
|
+268
|
+0.5%
|
|
|
57
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$15M
|
-$46.1K
|
-176
|
-0.3%
|
|
|
58
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$14.4M
|
+$718K
|
+2,738
|
+5%
|
|
|
59
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.3M
|
+$222K
|
+848
|
+2%
|
|
|
60
|
Corient Private Wealth
Miami,
Florida
|
$14.2M
|
+$4.71M
|
+17,949
|
+51%
|
|
|
61
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$14M
|
-$530K
|
-2,022
|
-4%
|
|
|
62
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$13.7M
|
–
|
–
|
–
|
|
|
63
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$13.2M
|
+$110K
|
+419
|
+0.8%
|
|
|
64
|
Lido Advisors
Los Angeles,
California
|
$12.7M
|
+$1.22M
|
+4,661
|
+11%
|
|
|
65
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$12.7M
|
+$12.5M
|
+47,611
|
New
|
|
|
66
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.2M
|
+$10.5M
|
+40,120
|
+722%
|
|
|
67
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.9M
|
-$384K
|
-1,463
|
-3%
|
|
|
68
|
Private Advisor Group
Morristown,
New Jersey
|
$11.4M
|
+$110K
|
+419
|
+1%
|
|
|
69
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$11M
|
+$8.39K
|
+32
|
+0.1%
|
|
|
70
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$10.9M
|
+$321K
|
+1,223
|
+3%
|
|
|
71
|
Principal Securities
Des Moines,
Iowa
|
$10.6M
|
+$2.59M
|
+9,889
|
+33%
|
|
|
72
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.1M
|
+$7.08K
|
+27
|
+0.1%
|
|
|
73
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$10M
|
-$2.06M
|
-7,875
|
-17%
|
|
|
74
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$9.67M
|
-$917K
|
-3,498
|
-9%
|
|
|
75
|
Focus Financial Network
Minneapolis,
Minnesota
|
$9.67M
|
+$47.2K
|
+180
|
+0.5%
|
|
