|
51
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$17.5M
|
+$457K
|
+7,742
|
+3%
|
|
|
52
|
Falcon Wealth Planning
Ontario,
California
|
$16.4M
|
+$1.75M
|
+29,640
|
+11%
|
|
|
53
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$16M
|
+$39.1K
|
+663
|
+0.2%
|
|
|
54
|
M&T Bank
Buffalo,
New York
|
$15.4M
|
-$481K
|
-8,148
|
-3%
|
|
|
55
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.4M
|
-$251K
|
-4,261
|
-2%
|
|
|
56
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.9M
|
+$15.6M
|
+264,188
|
New
|
|
|
57
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$14.4M
|
+$803K
|
+13,614
|
+6%
|
|
|
58
|
Shore Point Advisors
Brielle,
New Jersey
|
$14.4M
|
+$501K
|
+8,491
|
+3%
|
|
|
59
|
|
$14.3M
|
-$9.43M
|
-159,831
|
-39%
|
|
|
60
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.2M
|
-$16M
|
-270,966
|
-52%
|
|
|
61
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$14.2M
|
+$349K
|
+5,911
|
+2%
|
|
|
62
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14M
|
+$562K
|
+9,529
|
+4%
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14M
|
+$8.91M
|
+151,006
|
+157%
|
|
|
64
|
Savant Capital
Rockford,
Illinois
|
$13.8M
|
+$1.19M
|
+20,120
|
+9%
|
|
|
65
|
American Financial Advisors
Marietta,
Georgia
|
$13.3M
|
-$3.72M
|
-63,029
|
-21%
|
|
|
66
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$13.3M
|
-$251K
|
-4,249
|
-2%
|
|
|
67
|
Stifel Financial
St. Louis,
Missouri
|
$12.8M
|
-$77.4K
|
-1,311
|
-0.6%
|
|
|
68
|
Russell Investments Group
London,
United Kingdom
|
$12.8M
|
-$1.04M
|
-17,709
|
-7%
|
|
|
69
|
Austin Private Wealth
Austin,
Texas
|
$12.2M
|
+$189K
|
+3,202
|
+1%
|
|
|
70
|
MAI Capital Management
Independence,
Ohio
|
$12.2M
|
-$143K
|
-2,417
|
-1%
|
|
|
71
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12M
|
-$331K
|
-5,614
|
-3%
|
|
|
72
|
Ameriprise
Minneapolis,
Minnesota
|
$11.9M
|
-$904K
|
-15,325
|
-7%
|
|
|
73
|
Pathstone Family Office
Englewood,
New Jersey
|
$11.7M
|
+$343K
|
+5,808
|
+3%
|
|
|
74
|
Mission Wealth Management
Santa Barbara,
California
|
$11.6M
|
+$648K
|
+10,976
|
+6%
|
|
|
75
|
Nuveen
Charlotte,
North Carolina
|
$11.4M
|
+$59.9K
|
+1,016
|
+0.5%
|
|
