|
51
|
Act Wealth Management
Plano,
Texas
|
$41.7M
|
-$157K
|
-735
|
-0.4%
|
|
|
52
|
Clearstead Advisors
Cleveland,
Ohio
|
$41.5M
|
+$33M
|
+154,108
|
+323%
|
|
|
53
|
|
$41.4M
|
-$92.9M
|
-433,992
|
-68%
|
|
|
54
|
Coldstream Capital Management
Bellevue,
Washington
|
$39.4M
|
-$1.01M
|
-4,713
|
-2%
|
|
|
55
|
Mayport LLC
Newton,
Massachusetts
|
$37.7M
|
+$1.91M
|
+8,935
|
+5%
|
|
|
56
|
HCR Wealth Advisors
Los Angeles,
California
|
$37.4M
|
+$801K
|
+3,741
|
+2%
|
|
|
57
|
Voya Financial Advisors
Windsor,
Connecticut
|
$37.3M
|
-$4.81M
|
-22,475
|
-11%
|
|
|
58
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$34.7M
|
-$384K
|
-1,794
|
-1%
|
|
|
59
|
Legacy Private Trust
Neenah,
Wisconsin
|
$34.7M
|
-$1.04M
|
-4,841
|
-3%
|
|
|
60
|
EP Wealth Advisors
Torrance,
California
|
$34.6M
|
+$25.4M
|
+118,747
|
+240%
|
|
|
61
|
Moody National Bank Trust Division
Galveston,
Texas
|
$34M
|
+$895K
|
+4,180
|
+3%
|
|
|
62
|
Valmark Advisers
Akron,
Ohio
|
$30.3M
|
+$1.33M
|
+6,226
|
+4%
|
|
|
63
|
SlateStone Wealth
Jupiter,
Florida
|
$30M
|
+$2.49M
|
+11,620
|
+9%
|
|
|
64
|
Mather Group
Chicago,
Illinois
|
$29.6M
|
-$26.5K
|
-124
|
-0.1%
|
|
|
65
|
Firestone Capital Management
Coral Gables,
Florida
|
$28.5M
|
+$173K
|
+808
|
+0.6%
|
|
|
66
|
Lido Advisors
Los Angeles,
California
|
$27.9M
|
-$3.01M
|
-14,056
|
-9%
|
|
|
67
|
FC Advisory
West Chester,
Pennsylvania
|
$27.8M
|
+$614K
|
+2,869
|
+2%
|
|
|
68
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$27.1M
|
+$574K
|
+2,683
|
+2%
|
|
|
69
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$25M
|
+$24.6M
|
+114,776
|
+1,710%
|
|
|
70
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$24.9M
|
+$103K
|
+480
|
+0.4%
|
|
|
71
|
Investment Planning Advisors
Cumming,
Georgia
|
$24.6M
|
+$2.69M
|
+12,591
|
+12%
|
|
|
72
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$24.2M
|
+$1.07M
|
+4,976
|
+4%
|
|
|
73
|
Stifel Financial
St. Louis,
Missouri
|
$24M
|
+$503K
|
+2,350
|
+2%
|
|
|
74
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$23.8M
|
+$24.8M
|
+115,749
|
New
|
|
|
75
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$23M
|
+$1.11M
|
+5,181
|
+5%
|
|
