|
51
|
Truist Financial
Charlotte,
North Carolina
|
$13.6M
|
+$708K
|
+12,906
|
+5%
|
|
|
52
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$12.8M
|
-$386K
|
-7,044
|
-3%
|
|
|
53
|
|
$12.3M
|
+$731K
|
+13,330
|
+6%
|
|
|
54
|
Acropolis Investment Management
St. Louis,
Missouri
|
$10.7M
|
-$231K
|
-4,212
|
-2%
|
|
|
55
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.5M
|
+$2.45M
|
+44,620
|
+30%
|
|
|
56
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$41.4K
|
+756
|
+0.4%
|
|
|
57
|
Ronald Blue & Co
Roswell,
Georgia
|
$10.3M
|
+$1.89M
|
+34,534
|
+23%
|
|
|
58
|
HM Payson & Co
Portland,
Maine
|
$9.84M
|
+$753K
|
+13,732
|
+8%
|
|
|
59
|
Snowden Capital Advisors
New York
|
$9.54M
|
+$317K
|
+5,788
|
+3%
|
|
|
60
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.5M
|
+$62.8K
|
+1,146
|
+0.7%
|
|
|
61
|
|
$9.19M
|
+$9.18M
|
+167,506
|
New
|
|
|
62
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$9.09M
|
+$4.45M
|
+81,254
|
+96%
|
|
|
63
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$9.02M
|
-$60.2K
|
-1,098
|
-0.7%
|
|
|
64
|
ETF Portfolio Partners
Leawood,
Kansas
|
$8.98M
|
+$739K
|
+13,474
|
+9%
|
|
|
65
|
AHL Partners
London,
United Kingdom
|
$8.78M
|
+$4.85M
|
+88,462
|
+124%
|
|
|
66
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$8.67M
|
+$114K
|
+2,088
|
+1%
|
|
|
67
|
SII Investments
Appleton,
Wisconsin
|
$8.43M
|
+$3.98M
|
+72,588
|
+90%
|
|
|
68
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.21M
|
+$1.33M
|
+24,326
|
+19%
|
|
|
69
|
Gilbert & Cook
West Des Moines,
Iowa
|
$8.07M
|
+$655K
|
+11,954
|
+9%
|
|
|
70
|
Suntrust Banks
Atlanta,
Georgia
|
$8.01M
|
+$1.31M
|
+23,826
|
+20%
|
|
|
71
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$7.92M
|
–
|
–
|
–
|
|
|
72
|
Madison Investment Holdings
Madison,
Wisconsin
|
$7.74M
|
-$747K
|
-13,618
|
-9%
|
|
|
73
|
First Personal Financial Services
Charlotte,
North Carolina
|
$7.36M
|
-$162K
|
-2,960
|
-2%
|
|
|
74
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.26M
|
+$246K
|
+4,478
|
+4%
|
|
|
75
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$6.97M
|
+$4.98M
|
+90,796
|
+251%
|
|
