|
51
|
Adero Partners
Pleasanton,
California
|
$11.8M
|
–
|
–
|
–
|
|
|
52
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11.4M
|
+$619K
|
+13,969
|
+5%
|
|
|
53
|
Equitable Holdings
New York
|
$11.2M
|
+$2.78M
|
+62,651
|
+30%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$11M
|
-$7.78M
|
-175,612
|
-39%
|
|
|
55
|
KEB Asset Management
Springfield,
Illinois
|
$10.7M
|
+$163K
|
+3,684
|
+1%
|
|
|
56
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$10.5M
|
+$11.4M
|
+256,503
|
New
|
|
|
57
|
Spire Wealth Management
Mclean,
Virginia
|
$10.2M
|
+$11.1M
|
+251,195
|
New
|
|
|
58
|
AWM Capital
Phoenix,
Arizona
|
$10.1M
|
-$4.48M
|
-101,017
|
-29%
|
|
|
59
|
RS Crum Inc
Newport Beach,
California
|
$10M
|
-$501K
|
-11,317
|
-4%
|
|
|
60
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9.88M
|
+$55.6K
|
+1,255
|
+0.5%
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.78M
|
+$4.04M
|
+91,278
|
+61%
|
|
|
62
|
Claris Advisors
St. Louis,
Missouri
|
$9.02M
|
+$87.2K
|
+1,968
|
+0.9%
|
|
|
63
|
RFG Advisory
Birmingham,
Alabama
|
$8.59M
|
+$427K
|
+9,631
|
+5%
|
|
|
64
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$8.52M
|
–
|
–
|
–
|
|
|
65
|
Security Financial Services
Fort Wayne,
Indiana
|
$8.25M
|
-$1.07M
|
-24,051
|
-11%
|
|
|
66
|
Hemington Wealth Management
Falls Church,
Virginia
|
$7.85M
|
-$706K
|
-15,933
|
-8%
|
|
|
67
|
Cresset Asset Management
Chicago,
Illinois
|
$7.39M
|
+$4.63M
|
+104,581
|
+136%
|
|
|
68
|
CPWM LLC
Seattle,
Washington
|
$7.29M
|
-$8.23M
|
-185,802
|
-51%
|
|
|
69
|
Treynor Bancshares
Treynor,
Iowa
|
$7.22M
|
-$33.5K
|
-757
|
-0.4%
|
|
|
70
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$7.1M
|
+$177K
|
+3,989
|
+2%
|
|
|
71
|
Investmark Advisory Group
Shelton,
Connecticut
|
$7.05M
|
+$1.09M
|
+24,654
|
+17%
|
|
|
72
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$6.91M
|
-$1.55K
|
-35
|
-0%
|
|
|
73
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.56M
|
+$399
|
+9
|
+0%
|
|
|
74
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$6.2M
|
-$355K
|
-8,001
|
-5%
|
|
|
75
|
Mutual Advisors
Omaha,
Nebraska
|
$6.18M
|
+$1.32M
|
+29,741
|
+24%
|
|
