|
26
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$12.8M
|
–
|
–
|
–
|
|
|
27
|
Atria Wealth Solutions
New York
|
$12.5M
|
+$4.98M
|
+21,919
|
+75%
|
|
|
28
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$12.2M
|
+$4.52M
|
+19,911
|
+66%
|
|
|
29
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$11.7M
|
+$6.8M
|
+29,916
|
+163%
|
|
|
30
|
AGF Management
Toronto,
Ontario, Canada
|
$11.4M
|
+$62.5K
|
+275
|
+0.6%
|
|
|
31
|
Cercano Management
Bellevue,
Washington
|
$11.1M
|
+$10.3M
|
+45,394
|
New
|
|
|
32
|
Destiny Wealth Partners
Tavares,
Florida
|
$11M
|
-$1.18M
|
-5,207
|
-10%
|
|
|
33
|
J.W. Cole Advisors
Tampa,
Florida
|
$10.8M
|
+$323K
|
+1,421
|
+3%
|
|
|
34
|
Berkeley Capital Partners
Milton,
Georgia
|
$10.2M
|
+$664K
|
+2,925
|
+8%
|
|
|
35
|
Cetera Advisors
Denver,
Colorado
|
$10M
|
+$7.65M
|
+33,686
|
+454%
|
|
|
36
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$9.27M
|
-$37.5K
|
-165
|
-0.4%
|
|
|
37
|
INVST
Indianapolis,
Indiana
|
$9.06M
|
-$204K
|
-897
|
-2%
|
|
|
38
|
Lido Advisors
Los Angeles,
California
|
$8.7M
|
+$1.01M
|
+4,426
|
+14%
|
|
|
39
|
Trinity Legacy Partners
Houston,
Texas
|
$8.67M
|
+$4.44M
|
+19,559
|
+123%
|
|
|
40
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.08M
|
+$110K
|
+486
|
+1%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.77M
|
-$57.9K
|
-255
|
-0.8%
|
|
|
42
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.52M
|
+$3.9M
|
+17,168
|
+126%
|
|
|
43
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$6.58M
|
+$249K
|
+1,095
|
+4%
|
|
|
44
|
Sharper & Granite
El Segundo,
California
|
$6.24M
|
+$186K
|
+819
|
+3%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$6.18M
|
-$2.35M
|
-10,336
|
-29%
|
|
|
46
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$6.01M
|
+$46.3K
|
+204
|
+0.8%
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.82M
|
+$53.4K
|
+235
|
+1%
|
|
|
48
|
|
$5.6M
|
-$895K
|
-3,940
|
-15%
|
|
|
49
|
Axiom Financial Strategies
New Albany,
Indiana
|
$5.55M
|
+$715K
|
+3,148
|
+16%
|
|
|
50
|
Keebeck Wealth Management
Chicago,
Illinois
|
$5.41M
|
-$157K
|
-691
|
-3%
|
|
