|
51
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$17.9M
|
+$855K
|
+13,644
|
+5%
|
|
|
52
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$17.9M
|
-$3.22M
|
-51,369
|
-15%
|
|
|
53
|
Shore Point Advisors
Brielle,
New Jersey
|
$15.8M
|
+$125
|
+2
|
+0%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
+$296K
|
+4,720
|
+2%
|
|
|
55
|
MAI Capital Management
Independence,
Ohio
|
$15.3M
|
+$1.58M
|
+25,196
|
+11%
|
|
|
56
|
Stifel Financial
St. Louis,
Missouri
|
$14.6M
|
-$235K
|
-3,749
|
-2%
|
|
|
57
|
Nuveen
Charlotte,
North Carolina
|
$14.5M
|
-$2.94M
|
-46,901
|
-17%
|
|
|
58
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14M
|
-$50.7K
|
-808
|
-0.4%
|
|
|
59
|
Syntrinsic
Denver,
Colorado
|
$13.6M
|
+$150K
|
+2,389
|
+1%
|
|
|
60
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.5M
|
-$940K
|
-14,992
|
-6%
|
|
|
61
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$13M
|
+$601K
|
+9,586
|
+5%
|
|
|
62
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13M
|
+$949K
|
+15,130
|
+8%
|
|
|
63
|
Savant Capital
Rockford,
Illinois
|
$12.7M
|
-$66K
|
-1,052
|
-0.5%
|
|
|
64
|
Mission Wealth Management
Santa Barbara,
California
|
$12.7M
|
-$786K
|
-12,537
|
-6%
|
|
|
65
|
Checchi Capital Advisers
Beverly Hills,
California
|
$12.2M
|
+$94K
|
+1,500
|
+0.8%
|
|
|
66
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.9M
|
-$256K
|
-4,084
|
-2%
|
|
|
67
|
Wealth Architects
Mountain View,
California
|
$11.9M
|
-$52.8K
|
-842
|
-0.4%
|
|
|
68
|
Klingman & Associates
New York
|
$11.5M
|
-$31.3K
|
-500
|
-0.3%
|
|
|
69
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.3M
|
+$3.03M
|
+48,348
|
+36%
|
|
|
70
|
Parcion Private Wealth
Bellevue,
Washington
|
$11.1M
|
-$253K
|
-4,038
|
-2%
|
|
|
71
|
Austin Private Wealth
Austin,
Texas
|
$11.1M
|
-$699K
|
-11,148
|
-6%
|
|
|
72
|
M&T Bank
Buffalo,
New York
|
$10.9M
|
-$1.16M
|
-18,485
|
-9%
|
|
|
73
|
Aspect Partners
Fairfax,
Virginia
|
$10.8M
|
+$10.1M
|
+160,983
|
+1,184%
|
|
|
74
|
Alesco Advisors
Pittsford,
New York
|
$10.7M
|
-$232K
|
-3,701
|
-2%
|
|
|
75
|
Pure Financial Advisors
San Diego,
California
|
$10.7M
|
-$297K
|
-4,732
|
-3%
|
|
