|
26
|
Sachetta
Lynnfield,
Massachusetts
|
$9.08M
|
+$2.58M
|
+49,003
|
+40%
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.05M
|
-$1.65M
|
-31,414
|
-16%
|
|
|
28
|
Old Mission Capital
Chicago,
Illinois
|
$9.03M
|
+$8.93M
|
+169,520
|
New
|
|
|
29
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.85M
|
-$968K
|
-18,372
|
-10%
|
|
|
30
|
Strategic Investment Management
Arlington,
Virginia
|
$8.81M
|
–
|
–
|
–
|
|
|
31
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$8.39M
|
+$723K
|
+13,722
|
+10%
|
|
|
32
|
TownSquare Capital
Provo,
Utah
|
$8.37M
|
+$733K
|
+13,918
|
+10%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.07M
|
-$653K
|
-12,398
|
-8%
|
|
|
34
|
Oxford Financial Group
Carmel,
Indiana
|
$7.99M
|
+$4.2M
|
+79,658
|
+113%
|
|
|
35
|
Versant Capital Management
Phoenix,
Arizona
|
$7.87M
|
-$28.2K
|
-536
|
-0.4%
|
|
|
36
|
PACK Private Wealth
Wayzata,
Minnesota
|
$7.65M
|
-$69.4K
|
-1,318
|
-0.9%
|
|
|
37
|
Satovsky Asset Management
New York
|
$7.18M
|
-$158K
|
-3,004
|
-2%
|
|
|
38
|
Mercer Global Advisors
Denver,
Colorado
|
$6.52M
|
-$271K
|
-5,137
|
-4%
|
|
|
39
|
M&T Bank
Buffalo,
New York
|
$6.47M
|
–
|
–
|
–
|
|
|
40
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$6.25M
|
+$238K
|
+4,524
|
+4%
|
|
|
41
|
Empowered Funds
Havertown,
Pennsylvania
|
$6.15M
|
+$6.08M
|
+115,444
|
New
|
|
|
42
|
Schroder Investment Management Group
London,
United Kingdom
|
$5.34M
|
–
|
–
|
–
|
|
|
43
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.19M
|
+$392K
|
+7,441
|
+8%
|
|
|
44
|
Fiduciary Financial Group
San Rafael,
California
|
$4.86M
|
+$2.32M
|
+44,106
|
+77%
|
|
|
45
|
Bessemer Group
Woodbridge,
New Jersey
|
$4.73M
|
-$6.3M
|
-119,660
|
-57%
|
|
|
46
|
Valmark Advisers
Akron,
Ohio
|
$4.72M
|
-$163K
|
-3,098
|
-3%
|
|
|
47
|
Natixis Advisors
Boston,
Massachusetts
|
$4.69M
|
-$101K
|
-1,920
|
-2%
|
|
|
48
|
Fiducient Advisors
Chicago,
Illinois
|
$4.63M
|
+$1.27M
|
+24,134
|
+38%
|
|
|
49
|
Evoke Wealth
Los Angeles,
California
|
$4.45M
|
-$1.35M
|
-25,614
|
-23%
|
|
|
50
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4.45M
|
+$3.86M
|
+73,341
|
+720%
|
|
