|
51
|
Diversify Wealth Management
Sandy,
Utah
|
$51.3M
|
-$7.65M
|
-85,696
|
-12%
|
|
|
52
|
Diversify Advisory Services
Sandy,
Utah
|
$51.3M
|
+$56.7M
|
+634,699
|
New
|
|
|
53
|
Fullerton Fund Management
Singapore
|
$50.8M
|
+$27.7M
|
+310,375
|
+94%
|
|
|
54
|
Parcion Private Wealth
Bellevue,
Washington
|
$49.9M
|
+$268K
|
+3,006
|
+0.5%
|
|
|
55
|
Richard C. Young & Co
Newport,
Rhode Island
|
$49.6M
|
-$1.5M
|
-16,795
|
-3%
|
|
|
56
|
Citadel Advisors
Miami,
Florida
|
$48.8M
|
+$41.8M
|
+468,484
|
+320%
|
|
|
57
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$47.3M
|
–
|
–
|
–
|
|
|
58
|
Strategic Financial Services
Utica,
New York
|
$44.6M
|
-$2M
|
-22,348
|
-4%
|
|
|
59
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.4M
|
+$9.85M
|
+110,334
|
+26%
|
|
|
60
|
Greenline Partners
New York
|
$41.6M
|
-$521K
|
-5,833
|
-1%
|
|
|
61
|
Confluence Investment Management
St. Louis,
Missouri
|
$41.5M
|
+$16.9M
|
+189,643
|
+57%
|
|
|
62
|
SBI Securities
Tokyo,
Japan
|
$41.3M
|
-$5.5M
|
-61,619
|
-11%
|
|
|
63
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$41.1M
|
+$2.56M
|
+28,647
|
+6%
|
|
|
64
|
MBL Wealth
Charlotte,
North Carolina
|
$41M
|
+$513K
|
+5,741
|
+1%
|
|
|
65
|
American Investment Services
Great Barrington,
Massachusetts
|
$39M
|
+$1.99M
|
+22,271
|
+5%
|
|
|
66
|
Corient Private Wealth
Miami,
Florida
|
$37.7M
|
-$587K
|
-6,579
|
-1%
|
|
|
67
|
Bangor Savings Bank
Bangor,
Maine
|
$37.2M
|
+$35.4K
|
+397
|
+0.1%
|
|
|
68
|
Wealthfront Advisers
Palo Alto,
California
|
$36.4M
|
+$36.7K
|
+411
|
+0.1%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$36.2M
|
-$8.08M
|
-90,467
|
-17%
|
|
|
70
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.9M
|
-$704K
|
-7,889
|
-2%
|
|
|
71
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$35.8M
|
+$9.84M
|
+110,159
|
+32%
|
|
|
72
|
Evercore Wealth Management
New York
|
$34.8M
|
+$3.88M
|
+43,406
|
+11%
|
|
|
73
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$33.5M
|
+$1.75M
|
+19,580
|
+5%
|
|
|
74
|
Mission Creek Capital Partners
San Francisco,
California
|
$30.4M
|
-$93.2K
|
-1,044
|
-0.3%
|
|
|
75
|
TLT Family Holdco ULC
Toronto,
|
$30M
|
+$33.7M
|
+377,800
|
New
|
|
