|
51
|
WBH Advisory
Baltimore,
Maryland
|
$18.4M
|
+$106K
|
+394
|
+0.5%
|
|
|
52
|
Avantax Advisory Services
Dallas,
Texas
|
$18.1M
|
-$422K
|
-1,567
|
-2%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$17M
|
-$1.36M
|
-5,048
|
-7%
|
|
|
54
|
Marotta Asset Management
Charlottesville,
Virginia
|
$17M
|
+$277K
|
+1,029
|
+2%
|
|
|
55
|
Main Management
San Francisco,
California
|
$16.8M
|
-$1.27M
|
-4,721
|
-7%
|
|
|
56
|
Chai Trust Company
Chicago,
Illinois
|
$16M
|
+$323K
|
+1,199
|
+2%
|
|
|
57
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$15.6M
|
+$1.44M
|
+5,349
|
+10%
|
|
|
58
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$15M
|
+$325K
|
+1,206
|
+2%
|
|
|
59
|
|
$14M
|
-$16.4M
|
-60,719
|
-52%
|
|
|
60
|
Royal Fund Management
Lady Lake,
Florida
|
$13.9M
|
+$640K
|
+2,374
|
+5%
|
|
|
61
|
Lido Advisors
Los Angeles,
California
|
$13.5M
|
+$912K
|
+3,385
|
+7%
|
|
|
62
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.4M
|
+$301K
|
+1,116
|
+2%
|
|
|
63
|
Estate Counselors
Thiensville,
Wisconsin
|
$13.4M
|
+$14.3M
|
+52,970
|
New
|
|
|
64
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$13.1M
|
–
|
–
|
–
|
|
|
65
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$13M
|
-$238K
|
-885
|
-2%
|
|
|
66
|
Atria Wealth Solutions
New York
|
$12.7M
|
-$4.43M
|
-16,456
|
-25%
|
|
|
67
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$12.1M
|
-$584K
|
-2,167
|
-4%
|
|
|
68
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.1M
|
+$684K
|
+2,537
|
+6%
|
|
|
69
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$11.9M
|
-$218K
|
-809
|
-2%
|
|
|
70
|
Corient Private Wealth
Miami,
Florida
|
$11.7M
|
-$1.06M
|
-3,952
|
-8%
|
|
|
71
|
Private Advisor Group
Morristown,
New Jersey
|
$11.6M
|
-$191K
|
-709
|
-2%
|
|
|
72
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$10.4M
|
-$37.2K
|
-138
|
-0.3%
|
|
|
73
|
Fidelity Investments
Boston,
Massachusetts
|
$10.3M
|
-$89.4K
|
-332
|
-0.8%
|
|
|
74
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$10.1M
|
-$875K
|
-3,246
|
-8%
|
|
|
75
|
Principal Securities
Des Moines,
Iowa
|
$10M
|
+$29.9K
|
+111
|
+0.3%
|
|
