|
51
|
Cresset Asset Management
Chicago,
Illinois
|
$60.7M
|
+$3.55M
|
+36,830
|
+6%
|
|
|
52
|
Farther Finance Advisors
San Francisco,
California
|
$60.4M
|
+$470K
|
+4,874
|
+0.8%
|
|
|
53
|
Richard C. Young & Co
Newport,
Rhode Island
|
$59.5M
|
-$953K
|
-9,877
|
-2%
|
|
|
54
|
Parcion Private Wealth
Bellevue,
Washington
|
$58M
|
-$3.43M
|
-35,550
|
-5%
|
|
|
55
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$55.2M
|
+$22.1M
|
+228,870
|
+62%
|
|
|
56
|
Strategic Financial Services
Utica,
New York
|
$54.1M
|
-$32.6M
|
-337,636
|
-37%
|
|
|
57
|
SBI Securities
Tokyo,
Japan
|
$53.9M
|
+$4.62M
|
+47,931
|
+9%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$50.7M
|
-$1.04M
|
-10,790
|
-2%
|
|
|
59
|
Greenline Partners
New York
|
$49.1M
|
-$6.14M
|
-63,661
|
-11%
|
|
|
60
|
NEPC LLC
Boston,
Massachusetts
|
$47.9M
|
-$11.4M
|
-118,537
|
-19%
|
|
|
61
|
MBL Wealth
Charlotte,
North Carolina
|
$47.4M
|
-$198K
|
-2,057
|
-0.4%
|
|
|
62
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$45.3M
|
+$2.23M
|
+23,077
|
+5%
|
|
|
63
|
|
$44.2M
|
-$30.1M
|
-312,516
|
-40%
|
|
|
64
|
Main Street Research
Lakeville,
Connecticut
|
$43.5M
|
+$688K
|
+7,135
|
+2%
|
|
|
65
|
American Investment Services
Great Barrington,
Massachusetts
|
$43.5M
|
-$4.21M
|
-43,640
|
-9%
|
|
|
66
|
Bangor Savings Bank
Bangor,
Maine
|
$43.4M
|
+$2.79M
|
+28,945
|
+7%
|
|
|
67
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.6M
|
+$15.1M
|
+156,290
|
+52%
|
|
|
68
|
Wealthfront Advisers
Palo Alto,
California
|
$42.5M
|
+$10.1M
|
+104,667
|
+30%
|
|
|
69
|
Capital Planning Advisors
Roseville,
California
|
$41M
|
-$8.73M
|
-90,529
|
-17%
|
|
|
70
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$39.2M
|
-$3.06M
|
-31,677
|
-7%
|
|
|
71
|
Tradewinds Capital Management
Bellingham,
Washington
|
$38.4M
|
-$3.23M
|
-33,467
|
-7%
|
|
|
72
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$37.2M
|
+$296K
|
+3,071
|
+0.8%
|
|
|
73
|
Evercore Wealth Management
New York
|
$36.6M
|
+$3.95M
|
+40,971
|
+12%
|
|
|
74
|
SNS Financial Group
Minneapolis,
Minnesota
|
$36.6M
|
-$2.71M
|
-28,092
|
-7%
|
|
|
75
|
Mission Creek Capital Partners
San Francisco,
California
|
$35.6M
|
-$202K
|
-2,090
|
-0.5%
|
|
