|
51
|
Waller Financial Planning Group
Columbus,
Ohio
|
$6.71M
|
+$111K
|
+1,367
|
+1%
|
|
|
52
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$6.69M
|
+$614K
|
+7,577
|
+9%
|
|
|
53
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.11M
|
-$3.2M
|
-39,471
|
-31%
|
|
|
54
|
Mariner
Overland Park,
Kansas
|
$5.97M
|
+$3.28M
|
+40,516
|
+93%
|
|
|
55
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$5.8M
|
-$919K
|
-11,347
|
-12%
|
|
|
56
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$5.75M
|
-$751K
|
-9,275
|
-10%
|
|
|
57
|
Wakefield Asset Management
Englewood,
Colorado
|
$5.69M
|
+$2.05M
|
+25,275
|
+46%
|
|
|
58
|
Clear Creek Financial Management
Silverdale,
Washington
|
$5.62M
|
-$1.66M
|
-20,487
|
-21%
|
|
|
59
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$5.35M
|
+$5.39M
|
+66,519
|
+762%
|
|
|
60
|
Mercer Global Advisors
Denver,
Colorado
|
$5.32M
|
+$4.64M
|
+57,262
|
+327%
|
|
|
61
|
|
$5.08M
|
-$214K
|
-2,642
|
-4%
|
|
|
62
|
Venturi Wealth Management
Austin,
Texas
|
$5.08M
|
+$5.78M
|
+71,364
|
New
|
|
|
63
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$5.01M
|
+$4.34M
|
+53,620
|
+319%
|
|
|
64
|
Confluence Wealth Management
Portland,
Oregon
|
$4.92M
|
+$5.33M
|
+65,802
|
+1,917%
|
|
|
65
|
Managed Account Services
Coconut Grove,
Florida
|
$4.88M
|
+$1.03M
|
+12,771
|
+22%
|
|
|
66
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.73M
|
+$674K
|
+8,322
|
+14%
|
|
|
67
|
Brighton Jones LLC
Seattle,
Washington
|
$4.56M
|
-$1.3M
|
-16,053
|
-20%
|
|
|
68
|
Colony Group
Boston,
Massachusetts
|
$4.53M
|
-$617K
|
-7,614
|
-11%
|
|
|
69
|
Southern Wealth Management
Dallas,
Texas
|
$4.42M
|
+$1.73M
|
+21,353
|
+52%
|
|
|
70
|
Commerce Bank
Kansas City,
Missouri
|
$4.31M
|
+$10.3K
|
+127
|
+0.2%
|
|
|
71
|
NorthRock Partners
Minneapolis,
Minnesota
|
$4.28M
|
-$1.76M
|
-21,777
|
-27%
|
|
|
72
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$4.27M
|
-$597K
|
-7,373
|
-11%
|
|
|
73
|
Jasper Ridge Partners
Menlo Park,
California
|
$4.22M
|
–
|
–
|
–
|
|
|
74
|
Austin Private Wealth
Austin,
Texas
|
$4.05M
|
+$1.56M
|
+19,260
|
+51%
|
|
|
75
|
Financial Management Professionals
Austin,
Texas
|
$4.02M
|
-$671K
|
-8,278
|
-13%
|
|
