|
51
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$17.5M
|
+$482K
|
+7,581
|
+3%
|
|
|
52
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$17.4M
|
-$1.66M
|
-26,149
|
-8%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$16.8M
|
+$283K
|
+4,451
|
+2%
|
|
|
54
|
Equitable Holdings
New York
|
$16.5M
|
+$58.3K
|
+916
|
+0.3%
|
|
|
55
|
Shore Point Advisors
Brielle,
New Jersey
|
$16M
|
+$611K
|
+9,606
|
+4%
|
|
|
56
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.8M
|
+$159K
|
+2,495
|
+1%
|
|
|
57
|
MAI Capital Management
Independence,
Ohio
|
$15.8M
|
+$637K
|
+10,021
|
+4%
|
|
|
58
|
Stifel Financial
St. Louis,
Missouri
|
$14.7M
|
-$160K
|
-2,513
|
-1%
|
|
|
59
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.7M
|
+$238K
|
+3,749
|
+2%
|
|
|
60
|
Raymond James Financial
St Petersburg,
Florida
|
$13.7M
|
+$14.3M
|
+224,959
|
New
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.5M
|
+$1.25M
|
+19,661
|
+10%
|
|
|
62
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$13.1M
|
-$276K
|
-4,332
|
-2%
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13.1M
|
-$4.97M
|
-78,133
|
-27%
|
|
|
64
|
Checchi Capital Advisers
Beverly Hills,
California
|
$13M
|
+$1.28M
|
+20,116
|
+10%
|
|
|
65
|
Savant Capital
Rockford,
Illinois
|
$12.9M
|
-$555K
|
-8,731
|
-4%
|
|
|
66
|
Mission Wealth Management
Santa Barbara,
California
|
$12.2M
|
+$144K
|
+2,259
|
+1%
|
|
|
67
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$12.1M
|
-$1.08M
|
-16,990
|
-8%
|
|
|
68
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.5M
|
-$42.2K
|
-663
|
-0.3%
|
|
|
69
|
Wealth Architects
Mountain View,
California
|
$11.3M
|
-$71.9K
|
-1,131
|
-0.6%
|
|
|
70
|
Parcion Private Wealth
Bellevue,
Washington
|
$10.8M
|
-$110K
|
-1,732
|
-1%
|
|
|
71
|
Klingman & Associates
New York
|
$10.4M
|
-$454K
|
-7,145
|
-4%
|
|
|
72
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$10.3M
|
+$710K
|
+11,162
|
+7%
|
|
|
73
|
Pure Financial Advisors
San Diego,
California
|
$9.97M
|
-$233K
|
-3,668
|
-2%
|
|
|
74
|
Austin Private Wealth
Austin,
Texas
|
$9.93M
|
-$633K
|
-9,957
|
-6%
|
|
|
75
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.62M
|
+$162K
|
+2,549
|
+2%
|
|
