|
101
|
Corient Private Wealth
Miami,
Florida
|
$17.4M
|
+$6.23M
|
+45,181
|
+37%
|
|
|
102
|
Tradewinds Capital Management
Bellingham,
Washington
|
$17.3M
|
+$6.6M
|
+47,885
|
+57%
|
|
|
103
|
RFG Advisory
Birmingham,
Alabama
|
$17.3M
|
-$459K
|
-3,331
|
-2%
|
|
|
104
|
Nelson Capital Management
Menlo Park,
California
|
$16.7M
|
-$72.2K
|
-524
|
-0.4%
|
|
|
105
|
Graypoint LLC
Albany,
New York
|
$16.5M
|
-$824K
|
-5,977
|
-5%
|
|
|
106
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$16.3M
|
+$780K
|
+5,656
|
+5%
|
|
|
107
|
Wharton Business Group
Malvern,
Pennsylvania
|
$16.2M
|
-$4.83K
|
-35
|
-0%
|
|
|
108
|
Fidelity Investments
Boston,
Massachusetts
|
$15.7M
|
+$807K
|
+5,853
|
+5%
|
|
|
109
|
Creative Planning
Overland Park,
Kansas
|
$15.1M
|
+$896K
|
+6,503
|
+6%
|
|
|
110
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$15M
|
-$99.7K
|
-723
|
-0.6%
|
|
|
111
|
Avantax Advisory Services
Dallas,
Texas
|
$15M
|
+$6.93M
|
+50,242
|
+79%
|
|
|
112
|
Mercer Global Advisors
Denver,
Colorado
|
$14.9M
|
-$18M
|
-130,819
|
-54%
|
|
|
113
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$14.8M
|
+$15.5M
|
+112,169
|
New
|
|
|
114
|
IHT Wealth Management
Chicago,
Illinois
|
$14.7M
|
-$4.83M
|
-35,021
|
-24%
|
|
|
115
|
IMZ Advisory
Boca Raton,
Florida
|
$14.1M
|
+$28.8K
|
+209
|
+0.2%
|
|
|
116
|
Kestra Advisory Services
Austin,
Texas
|
$13.7M
|
+$1.46M
|
+10,623
|
+11%
|
|
|
117
|
MAI Capital Management
Independence,
Ohio
|
$13.4M
|
+$299K
|
+2,166
|
+2%
|
|
|
118
|
|
$13.4M
|
+$3M
|
+21,764
|
+27%
|
|
|
119
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$13.3M
|
+$495K
|
+3,590
|
+4%
|
|
|
120
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13M
|
-$604K
|
-4,380
|
-4%
|
|
|
121
|
State Street
Boston,
Massachusetts
|
$12.7M
|
+$13.3M
|
+96,521
|
New
|
|
|
122
|
AssetMark Inc
Concord,
California
|
$12.7M
|
+$13.1M
|
+94,977
|
+8,810%
|
|
|
123
|
AE Wealth Management
Topeka,
Kansas
|
$12.6M
|
+$1.99M
|
+14,468
|
+18%
|
|
|
124
|
Round Rock Advisors
Wilton,
Connecticut
|
$12.5M
|
-$162K
|
-1,175
|
-1%
|
|
|
125
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.4M
|
+$4.15M
|
+30,093
|
+47%
|
|
