|
51
|
Homrich & Berg
Atlanta,
Georgia
|
$32.7M
|
+$1.98M
|
+30,187
|
+7%
|
|
|
52
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.1M
|
-$1.9M
|
-29,002
|
-6%
|
|
|
53
|
Executive Wealth Management
Brighton,
Michigan
|
$31.7M
|
+$2.68M
|
+40,952
|
+9%
|
|
|
54
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$29.6M
|
-$981K
|
-14,966
|
-3%
|
|
|
55
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$29.2M
|
-$6.21M
|
-94,753
|
-18%
|
|
|
56
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28.4M
|
-$346K
|
-5,285
|
-1%
|
|
|
57
|
Fidelity Investments
Boston,
Massachusetts
|
$28.2M
|
+$2.5M
|
+38,116
|
+10%
|
|
|
58
|
MA Private Wealth
San Carlos,
California
|
$25.9M
|
+$11M
|
+167,470
|
+76%
|
|
|
59
|
|
$25.3M
|
-$1.18M
|
-18,049
|
-5%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.4M
|
+$17.1M
|
+261,465
|
+251%
|
|
|
61
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$24.1M
|
-$10.9M
|
-166,981
|
-32%
|
|
|
62
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$23.9M
|
+$5.25M
|
+80,183
|
+29%
|
|
|
63
|
SigFig Wealth Management
San Francisco,
California
|
$23.8M
|
+$1.15M
|
+17,560
|
+5%
|
|
|
64
|
Biegel & Waller
Columbia,
Maryland
|
$23.7M
|
-$666K
|
-10,163
|
-3%
|
|
|
65
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.7M
|
+$1.62M
|
+24,738
|
+7%
|
|
|
66
|
Ancora Advisors
Cleveland,
Ohio
|
$23.6M
|
-$526K
|
-8,022
|
-2%
|
|
|
67
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$23.3M
|
-$732K
|
-11,174
|
-3%
|
|
|
68
|
JVL Associates
Wyoming,
Michigan
|
$22.2M
|
+$5.26M
|
+80,279
|
+32%
|
|
|
69
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$22.2M
|
+$190K
|
+2,907
|
+0.9%
|
|
|
70
|
Legacy Private Trust
Neenah,
Wisconsin
|
$22.1M
|
+$1.71M
|
+26,150
|
+9%
|
|
|
71
|
Litman Gregory Wealth Management
Larkspur,
California
|
$21.3M
|
+$133K
|
+2,035
|
+0.6%
|
|
|
72
|
Roosevelt Investment Group
New York
|
$21.1M
|
+$517K
|
+7,890
|
+3%
|
|
|
73
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$20.5M
|
+$504K
|
+7,692
|
+3%
|
|
|
74
|
Cerity Partners OCIO
New York
|
$20.2M
|
-$2.08M
|
-31,714
|
-9%
|
|
|
75
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$20.1M
|
+$243K
|
+3,704
|
+1%
|
|
