|
51
|
Falcon Wealth Planning
Ontario,
California
|
$21.5M
|
-$713K
|
-22,151
|
-3%
|
|
|
52
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$20.5M
|
+$19.4M
|
+603,778
|
+4,373%
|
|
|
53
|
Westover Capital Advisors
Wilmington,
Delaware
|
$19.8M
|
+$10M
|
+311,237
|
+110%
|
|
|
54
|
Country Trust Bank
Bloomington,
Illinois
|
$18.9M
|
–
|
–
|
–
|
|
|
55
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$18.9M
|
–
|
–
|
–
|
|
|
56
|
MML Investors Services
Springfield,
Massachusetts
|
$18.7M
|
+$1.24M
|
+38,487
|
+7%
|
|
|
57
|
GDS Wealth Management
Flower Mound,
Texas
|
$18.6M
|
+$1.99M
|
+61,697
|
+12%
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$18M
|
+$1.57M
|
+48,870
|
+10%
|
|
|
59
|
|
$17.8M
|
+$739K
|
+22,947
|
+4%
|
|
|
60
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$17.3M
|
+$11.7M
|
+362,925
|
+231%
|
|
|
61
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$16.6M
|
+$231K
|
+7,192
|
+1%
|
|
|
62
|
|
$16.2M
|
+$137K
|
+4,253
|
+0.9%
|
|
|
63
|
Pure Financial Advisors
San Diego,
California
|
$16M
|
+$759K
|
+23,591
|
+5%
|
|
|
64
|
Advisors Management Group
La Crosse,
Wisconsin
|
$15.8M
|
+$592K
|
+18,405
|
+4%
|
|
|
65
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14.7M
|
-$430K
|
-13,369
|
-3%
|
|
|
66
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$14.4M
|
+$12M
|
+374,170
|
+628%
|
|
|
67
|
Ocean Park Asset Management
Santa Monica,
California
|
$14.3M
|
-$12.3M
|
-383,316
|
-47%
|
|
|
68
|
Parkside Investments
Deerfield,
Illinois
|
$13.4M
|
+$1.79M
|
+55,762
|
+16%
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.1M
|
-$1.98M
|
-61,434
|
-14%
|
|
|
70
|
Conning Inc
Hartford,
Connecticut
|
$13M
|
–
|
–
|
–
|
|
|
71
|
Capital Square
Chattanooga,
Tennessee
|
$12.8M
|
+$2.22M
|
+68,898
|
+22%
|
|
|
72
|
Avantax Advisory Services
Dallas,
Texas
|
$12.7M
|
+$1.6M
|
+49,861
|
+15%
|
|
|
73
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$12.4M
|
-$1.6M
|
-49,761
|
-12%
|
|
|
74
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$12.4M
|
+$3.04M
|
+94,516
|
+34%
|
|
|
75
|
Marshall Wace
London,
United Kingdom
|
$12M
|
-$3.04M
|
-94,400
|
-21%
|
|
