|
51
|
Wealthspire Advisors (New York)
New York
|
$29.9M
|
-$258K
|
-896
|
-0.9%
|
|
|
52
|
Glenview Trust
Louisville,
Kentucky
|
$29.4M
|
+$6.52M
|
+22,585
|
+29%
|
|
|
53
|
Ocean Park Asset Management
Santa Monica,
California
|
$28.7M
|
+$28.2M
|
+97,667
|
New
|
|
|
54
|
Adventist Health System West
Roseville,
California
|
$28.4M
|
-$9.92M
|
-34,382
|
-26%
|
|
|
55
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$27.7M
|
-$70.4K
|
-244
|
-0.3%
|
|
|
56
|
Aire Advisors
Beverly Hills,
California
|
$25.5M
|
+$143K
|
+494
|
+0.6%
|
|
|
57
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$25.4M
|
+$222K
|
+770
|
+0.9%
|
|
|
58
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$25.4M
|
+$381K
|
+1,319
|
+2%
|
|
|
59
|
BHK Investment Advisors
Birmingham,
Alabama
|
$25.3M
|
-$693K
|
-2,403
|
-3%
|
|
|
60
|
|
$24.8M
|
+$446K
|
+1,546
|
+2%
|
|
|
61
|
Praetorian Wealth Management
Carmel,
California
|
$24.2M
|
+$84K
|
+291
|
+0.4%
|
|
|
62
|
Natixis Advisors
Boston,
Massachusetts
|
$24M
|
-$623K
|
-2,161
|
-3%
|
|
|
63
|
Black Diamond Financial
Towson,
Maryland
|
$23M
|
+$5.36M
|
+18,578
|
+31%
|
|
|
64
|
Corient Private Wealth
Miami,
Florida
|
$22.8M
|
+$16.9M
|
+58,647
|
+311%
|
|
|
65
|
MAI Capital Management
Independence,
Ohio
|
$22.5M
|
+$398K
|
+1,380
|
+2%
|
|
|
66
|
Cary Street Partners
Richmond,
Virginia
|
$22.3M
|
+$1.17M
|
+4,070
|
+6%
|
|
|
67
|
Condor Capital Management
Martinsville,
New Jersey
|
$21.5M
|
-$1.61M
|
-5,589
|
-7%
|
|
|
68
|
Farther Finance Advisors
San Francisco,
California
|
$21.4M
|
+$20.5M
|
+71,230
|
+4,115%
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.3M
|
+$554K
|
+1,920
|
+3%
|
|
|
70
|
Systelligence LLC
Bloomington,
Minnesota
|
$21M
|
+$333K
|
+1,154
|
+2%
|
|
|
71
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.8M
|
-$3.51M
|
-12,169
|
-15%
|
|
|
72
|
Belpointe Asset Management
Reno,
Nevada
|
$20.2M
|
+$2.29M
|
+7,954
|
+13%
|
|
|
73
|
Steward Partners Investment Advisory
New York
|
$19.2M
|
+$5.05M
|
+17,492
|
+37%
|
|
|
74
|
Total Wealth Planning
Cincinnati,
Ohio
|
$19.1M
|
-$59.1K
|
-205
|
-0.3%
|
|
|
75
|
IFP Advisors
Tampa,
Florida
|
$18.7M
|
+$7.48M
|
+25,940
|
+69%
|
|
