|
51
|
Chai Trust Company
Chicago,
Illinois
|
$16.7M
|
–
|
–
|
–
|
|
|
52
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.4M
|
+$5.22M
|
+19,602
|
+51%
|
|
|
53
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$15.3M
|
-$298K
|
-1,117
|
-2%
|
|
|
54
|
Lido Advisors
Los Angeles,
California
|
$14.9M
|
+$762K
|
+2,862
|
+5%
|
|
|
55
|
L.J. Altfest & Co
New York
|
$14.6M
|
+$13.9M
|
+52,128
|
+1,646%
|
|
|
56
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$13.6M
|
+$13.7M
|
+51,490
|
New
|
|
|
57
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$13.4M
|
-$129K
|
-484
|
-0.9%
|
|
|
58
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.1M
|
-$903K
|
-3,391
|
-6%
|
|
|
59
|
Estate Counselors
Thiensville,
Wisconsin
|
$13M
|
-$1.03M
|
-3,860
|
-7%
|
|
|
60
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$12.9M
|
+$271K
|
+1,017
|
+2%
|
|
|
61
|
Atria Wealth Solutions
New York
|
$12.2M
|
-$977K
|
-3,668
|
-7%
|
|
|
62
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$12.2M
|
-$255K
|
-958
|
-2%
|
|
|
63
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.1M
|
-$470K
|
-1,765
|
-4%
|
|
|
64
|
Corient Private Wealth
Miami,
Florida
|
$11.9M
|
-$672K
|
-2,523
|
-5%
|
|
|
65
|
Private Advisor Group
Morristown,
New Jersey
|
$11.8M
|
-$362K
|
-1,360
|
-3%
|
|
|
66
|
|
$11.8M
|
-$2.92M
|
-10,953
|
-20%
|
|
|
67
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$11.2M
|
+$2.03M
|
+7,634
|
+22%
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$11.1M
|
+$273K
|
+1,023
|
+3%
|
|
|
69
|
Tudor Investment Corp
Stamford,
Connecticut
|
$10.9M
|
+$10.9M
|
+41,089
|
New
|
|
|
70
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.7M
|
+$407K
|
+1,529
|
+4%
|
|
|
71
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$10.7M
|
+$1.26M
|
+4,740
|
+13%
|
|
|
72
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$10.5M
|
-$263K
|
-988
|
-2%
|
|
|
73
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$10.4M
|
-$48.8K
|
-183
|
-0.5%
|
|
|
74
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$10.2M
|
-$293K
|
-1,098
|
-3%
|
|
|
75
|
Principal Securities
Des Moines,
Iowa
|
$10M
|
–
|
–
|
–
|
|
