|
51
|
WBH Advisory
Baltimore,
Maryland
|
$20.3M
|
-$656K
|
-2,363
|
-3%
|
|
|
52
|
Main Management
San Francisco,
California
|
$20M
|
-$2.86M
|
-10,300
|
-13%
|
|
|
53
|
Aprio Wealth Management
Atlanta,
Georgia
|
$19.9M
|
-$2.78M
|
-10,009
|
-12%
|
|
|
54
|
Atria Wealth Solutions
New York
|
$18.8M
|
-$626K
|
-2,255
|
-3%
|
|
|
55
|
Marotta Asset Management
Charlottesville,
Virginia
|
$18.6M
|
-$871K
|
-3,135
|
-5%
|
|
|
56
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$17.8M
|
-$565K
|
-2,033
|
-3%
|
|
|
57
|
Chai Trust Company
Chicago,
Illinois
|
$17.4M
|
+$696K
|
+2,506
|
+4%
|
|
|
58
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$16.3M
|
-$305K
|
-1,097
|
-2%
|
|
|
59
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$15.9M
|
-$8.89K
|
-32
|
-0.1%
|
|
|
60
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$15.8M
|
+$465K
|
+1,674
|
+3%
|
|
|
61
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$15M
|
+$927K
|
+3,337
|
+7%
|
|
|
62
|
Royal Fund Management
Lady Lake,
Florida
|
$14.8M
|
+$7.6M
|
+27,353
|
+112%
|
|
|
63
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$14.7M
|
-$201K
|
-724
|
-1%
|
|
|
64
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$14.6M
|
-$578K
|
-2,081
|
-4%
|
|
|
65
|
Corient Private Wealth
Miami,
Florida
|
$14.6M
|
-$489K
|
-1,762
|
-3%
|
|
|
66
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$14.5M
|
–
|
–
|
–
|
|
|
67
|
Lido Advisors
Los Angeles,
California
|
$14.1M
|
+$644K
|
+2,320
|
+5%
|
|
|
68
|
L.J. Altfest & Co
New York
|
$14.1M
|
+$12.5M
|
+45,153
|
+955%
|
|
|
69
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$14M
|
+$10.3M
|
+37,068
|
+293%
|
|
|
70
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$13.5M
|
+$36.1K
|
+130
|
+0.3%
|
|
|
71
|
Private Advisor Group
Morristown,
New Jersey
|
$13.1M
|
+$1.06M
|
+3,822
|
+9%
|
|
|
72
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.7M
|
+$90.6K
|
+326
|
+0.7%
|
|
|
73
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$12.1M
|
+$1.8M
|
+6,496
|
+18%
|
|
|
74
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$11.7M
|
+$31.4K
|
+113
|
+0.3%
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
$11.6M
|
+$1.51M
|
+5,426
|
+15%
|
|
