|
51
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$80.3M
|
+$1.6M
|
+70,263
|
+2%
|
|
|
52
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$80.2M
|
+$17.6M
|
+770,905
|
+28%
|
|
|
53
|
Castleark Management
Chicago,
Illinois
|
$75.8M
|
–
|
–
|
–
|
|
|
54
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$73.9M
|
+$73.8M
|
+3,241,383
|
+68,068%
|
|
|
55
|
Wells Fargo
San Francisco,
California
|
$69.3M
|
+$12M
|
+525,054
|
+21%
|
|
|
56
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$68.1M
|
+$10.8M
|
+473,266
|
+19%
|
|
|
57
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$67.1M
|
+$29.9M
|
+1,311,628
|
+80%
|
|
|
58
|
|
$65.8M
|
-$5.39M
|
-236,470
|
-8%
|
|
|
59
|
Stifel Financial
St. Louis,
Missouri
|
$62.7M
|
+$7M
|
+307,260
|
+13%
|
|
|
60
|
Cresset Asset Management
Chicago,
Illinois
|
$57.7M
|
+$9.52M
|
+418,084
|
+20%
|
|
|
61
|
1607 Capital Partners
Richmond,
Virginia
|
$52.3M
|
-$25.3M
|
-1,109,950
|
-33%
|
|
|
62
|
|
$48.3M
|
+$45.1M
|
+1,978,567
|
+1,412%
|
|
|
63
|
Dodds Wealth
Greenwood Village,
Colorado
|
$46.5M
|
+$1.1M
|
+48,341
|
+2%
|
|
|
64
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.8M
|
-$1.77M
|
-77,762
|
-4%
|
|
|
65
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$43.9M
|
+$3.59M
|
+157,454
|
+9%
|
|
|
66
|
Focus Partners Wealth
Boston,
Massachusetts
|
$42M
|
-$2.57M
|
-112,743
|
-6%
|
|
|
67
|
Bailard
Foster City,
California
|
$40.3M
|
-$13.3M
|
-585,123
|
-25%
|
|
|
68
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$39.7M
|
+$1.68M
|
+73,629
|
+4%
|
|
|
69
|
Verum Partners
Charlotte,
North Carolina
|
$38.8M
|
+$3.4M
|
+149,139
|
+10%
|
|
|
70
|
Principal Securities
Des Moines,
Iowa
|
$37.8M
|
+$8.07M
|
+354,138
|
+27%
|
|
|
71
|
CreativeOne Wealth
Overland Park,
Kansas
|
$36.6M
|
+$4.95M
|
+217,542
|
+16%
|
|
|
72
|
Foster Group
West Des Moines,
Iowa
|
$35.6M
|
-$593K
|
-26,032
|
-2%
|
|
|
73
|
JB Capital
Wethersfield,
Connecticut
|
$35.2M
|
+$3.46M
|
+152,051
|
+11%
|
|
|
74
|
Strategic Blueprint
Atlanta,
Georgia
|
$34.8M
|
+$3.53M
|
+154,892
|
+11%
|
|
|
75
|
Vise Technologies
New York
|
$34.7M
|
+$27.2M
|
+1,195,324
|
+363%
|
|
