|
51
|
Allworth Financial
Folsom,
California
|
$21.9M
|
-$950K
|
-18,501
|
-4%
|
|
|
52
|
Tobias Financial Advisors
Plantation,
Florida
|
$21.8M
|
+$22.4M
|
+435,757
|
New
|
|
|
53
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$21.7M
|
+$234K
|
+4,565
|
+1%
|
|
|
54
|
55I LLC
Boston,
Massachusetts
|
$21.2M
|
+$2.02M
|
+39,325
|
+10%
|
|
|
55
|
Atria Wealth Solutions
New York
|
$20.7M
|
+$21.2M
|
+413,632
|
New
|
|
|
56
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$20.4M
|
+$484K
|
+9,420
|
+2%
|
|
|
57
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$19.7M
|
+$20.4M
|
+397,764
|
New
|
|
|
58
|
Financial Life Advisors
San Antonio,
Texas
|
$19.6M
|
+$673K
|
+13,108
|
+3%
|
|
|
59
|
Park Avenue Securities
New York
|
$18.9M
|
+$519K
|
+10,106
|
+3%
|
|
|
60
|
Victory Capital Management
San Antonio,
Texas
|
$18.8M
|
–
|
–
|
–
|
|
|
61
|
Money Design
Tokyo,
Japan
|
$18.7M
|
+$973K
|
+18,952
|
+5%
|
|
|
62
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$18.5M
|
+$125K
|
+2,431
|
+0.7%
|
|
|
63
|
American Trust
Lexington,
Kentucky
|
$17.5M
|
-$1.67M
|
-32,467
|
-8%
|
|
|
64
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$17.4M
|
+$1.51M
|
+29,432
|
+9%
|
|
|
65
|
Parkside Advisors
Berkeley,
California
|
$17.3M
|
+$2.52M
|
+49,033
|
+16%
|
|
|
66
|
MML Investors Services
Springfield,
Massachusetts
|
$15.9M
|
-$1.23M
|
-24,023
|
-7%
|
|
|
67
|
|
$15.7M
|
-$1.33M
|
-25,923
|
-8%
|
|
|
68
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$15.5M
|
+$985K
|
+19,181
|
+7%
|
|
|
69
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.2M
|
+$2.02M
|
+39,265
|
+15%
|
|
|
70
|
Annapolis Financial Services
Annapolis,
Maryland
|
$15M
|
-$204K
|
-3,971
|
-1%
|
|
|
71
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$14.5M
|
-$7.73M
|
-150,656
|
-34%
|
|
|
72
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$14.4M
|
+$1.74M
|
+33,805
|
+13%
|
|
|
73
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$14.2M
|
–
|
–
|
–
|
|
|
74
|
Brookstone Capital Management
Wheaton,
Illinois
|
$13.7M
|
+$1.48M
|
+28,898
|
+11%
|
|
|
75
|
SEI Investments
Oaks,
Pennsylvania
|
$11.7M
|
-$1.37M
|
-26,597
|
-10%
|
|
