|
51
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$19M
|
-$676K
|
-10,502
|
-4%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$18.5M
|
-$7.93M
|
-123,177
|
-31%
|
|
|
53
|
Equitable Holdings
New York
|
$18.3M
|
-$3.04M
|
-47,305
|
-15%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.4M
|
+$159K
|
+2,471
|
+1%
|
|
|
55
|
Shore Point Advisors
Brielle,
New Jersey
|
$17.2M
|
-$151K
|
-2,353
|
-0.9%
|
|
|
56
|
MAI Capital Management
Independence,
Ohio
|
$16.9M
|
+$163K
|
+2,527
|
+1%
|
|
|
57
|
Stifel Financial
St. Louis,
Missouri
|
$16.6M
|
+$471K
|
+7,323
|
+3%
|
|
|
58
|
Syntrinsic
Denver,
Colorado
|
$15.1M
|
+$214K
|
+3,320
|
+2%
|
|
|
59
|
Pathstone Holdings
Englewood,
New Jersey
|
$15.1M
|
+$234K
|
+3,633
|
+2%
|
|
|
60
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.1M
|
+$728K
|
+11,315
|
+5%
|
|
|
61
|
Savant Capital
Rockford,
Illinois
|
$15M
|
+$980K
|
+15,236
|
+7%
|
|
|
62
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14.9M
|
-$438K
|
-6,807
|
-3%
|
|
|
63
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$14.7M
|
+$348K
|
+5,401
|
+3%
|
|
|
64
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$2.98M
|
+46,273
|
+30%
|
|
|
65
|
Mission Wealth Management
Santa Barbara,
California
|
$13.5M
|
-$411K
|
-6,388
|
-3%
|
|
|
66
|
Kabouter Management
Chicago,
Illinois
|
$13.3M
|
+$3.53M
|
+54,930
|
+39%
|
|
|
67
|
Checchi Capital Advisers
Beverly Hills,
California
|
$13.1M
|
-$247K
|
-3,832
|
-2%
|
|
|
68
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12.9M
|
-$222K
|
-3,443
|
-2%
|
|
|
69
|
Merriman Wealth Management
Seattle,
Washington
|
$12.8M
|
+$7.81M
|
+121,346
|
+178%
|
|
|
70
|
Wealth Architects
Mountain View,
California
|
$12.7M
|
-$340K
|
-5,288
|
-3%
|
|
|
71
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.5M
|
+$80.4K
|
+1,250
|
+0.7%
|
|
|
72
|
Parcion Private Wealth
Bellevue,
Washington
|
$12.1M
|
-$91.2K
|
-1,418
|
-0.8%
|
|
|
73
|
Klingman & Associates
New York
|
$12.1M
|
-$510K
|
-7,930
|
-4%
|
|
|
74
|
Austin Private Wealth
Austin,
Texas
|
$11.7M
|
-$458K
|
-7,110
|
-4%
|
|
|
75
|
Pure Financial Advisors
San Diego,
California
|
$11.4M
|
-$402K
|
-6,247
|
-4%
|
|
