|
51
|
WealthSource Partners
San Luis Obispo,
California
|
$24.9M
|
-$1.3M
|
-12,397
|
-5%
|
|
|
52
|
CFO4Life Group
Coppell,
Texas
|
$23.4M
|
+$1.32M
|
+12,573
|
+6%
|
|
|
53
|
JB Capital
Wethersfield,
Connecticut
|
$23.1M
|
-$4.62M
|
-43,942
|
-17%
|
|
|
54
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$22.6M
|
-$775K
|
-7,362
|
-4%
|
|
|
55
|
Barings
Charlotte,
North Carolina
|
$22.6M
|
+$21.7M
|
+206,087
|
New
|
|
|
56
|
Cresset Asset Management
Chicago,
Illinois
|
$22M
|
+$2.86M
|
+27,214
|
+16%
|
|
|
57
|
Stifel Financial
St. Louis,
Missouri
|
$21.6M
|
+$2.03M
|
+19,325
|
+11%
|
|
|
58
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$21.3M
|
-$753K
|
-7,154
|
-4%
|
|
|
59
|
HSBC Holdings
London,
United Kingdom
|
$20.9M
|
-$14.6M
|
-138,377
|
-42%
|
|
|
60
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$19.7M
|
+$458K
|
+4,352
|
+2%
|
|
|
61
|
MA Private Wealth
San Carlos,
California
|
$19.4M
|
-$2.05M
|
-19,516
|
-10%
|
|
|
62
|
First Horizon Advisors
Memphis,
Tennessee
|
$19.4M
|
+$847K
|
+8,054
|
+5%
|
|
|
63
|
Well Done LLC
Holland,
Michigan
|
$19.2M
|
+$565K
|
+5,366
|
+3%
|
|
|
64
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$19.1M
|
+$12.4M
|
+117,978
|
+210%
|
|
|
65
|
Capital One Financial
Mclean,
Virginia
|
$18.6M
|
-$1.88M
|
-17,893
|
-10%
|
|
|
66
|
Merriman Wealth Management
Seattle,
Washington
|
$18.3M
|
-$816K
|
-7,754
|
-4%
|
|
|
67
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.8M
|
-$900K
|
-8,558
|
-5%
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$16.9M
|
-$2.61M
|
-24,798
|
-14%
|
|
|
69
|
Atria Investments
Charlotte,
North Carolina
|
$16.3M
|
-$3.69M
|
-35,063
|
-19%
|
|
|
70
|
McMorgan & Co
San Francisco,
California
|
$16.2M
|
-$2.29M
|
-21,787
|
-13%
|
|
|
71
|
Daido Life Insurance Company
Osaka,
Japan
|
$14.7M
|
-$8.84M
|
-84,064
|
-39%
|
|
|
72
|
PFS Investments
Duluth,
Georgia
|
$14.7M
|
+$14.1M
|
+133,879
|
New
|
|
|
73
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.6M
|
+$1.36M
|
+12,964
|
+11%
|
|
|
74
|
Intrust Bank
Wichita,
Kansas
|
$14.1M
|
+$192K
|
+1,828
|
+1%
|
|
|
75
|
Legacy Wealth Planning
Reno,
Nevada
|
$13.8M
|
-$2.43M
|
-23,089
|
-15%
|
|
