|
51
|
Vivaldi Capital Management
Chicago,
Illinois
|
$19.1M
|
+$1.02M
|
+32,266
|
+6%
|
|
|
52
|
Systelligence LLC
Bloomington,
Minnesota
|
$18.9M
|
+$9.45M
|
+300,034
|
+115%
|
|
|
53
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.6M
|
-$638K
|
-20,248
|
-4%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.2M
|
+$1.78M
|
+56,498
|
+12%
|
|
|
55
|
SigFig Wealth Management
San Francisco,
California
|
$16.2M
|
+$462K
|
+14,648
|
+3%
|
|
|
56
|
United Capital Financial Advisors
Irving,
Texas
|
$15.9M
|
-$1.19M
|
-37,789
|
-7%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$15.6M
|
+$441K
|
+14,010
|
+3%
|
|
|
58
|
First Ascent Asset Management
Denver,
Colorado
|
$15.6M
|
+$3.86M
|
+122,384
|
+36%
|
|
|
59
|
Goodman Financial
Houston,
Texas
|
$15.3M
|
-$134K
|
-4,265
|
-0.9%
|
|
|
60
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$14.8M
|
+$13.8M
|
+439,000
|
New
|
|
|
61
|
Gradient Investments
Arden Hills,
Minnesota
|
$14.6M
|
-$105K
|
-3,325
|
-0.7%
|
|
|
62
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$14.4M
|
+$1.28M
|
+40,509
|
+10%
|
|
|
63
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$14.4M
|
+$2.27M
|
+72,057
|
+20%
|
|
|
64
|
Merriman Wealth Management
Seattle,
Washington
|
$14.2M
|
-$625K
|
-19,828
|
-4%
|
|
|
65
|
Strategic Financial Partners
Bend,
Oregon
|
$14.1M
|
+$6.72M
|
+213,348
|
+104%
|
|
|
66
|
Managed Account Services
Coconut Grove,
Florida
|
$14.1M
|
+$355K
|
+11,276
|
+3%
|
|
|
67
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$13.9M
|
+$521K
|
+16,518
|
+4%
|
|
|
68
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$13.9M
|
+$13M
|
+413,123
|
New
|
|
|
69
|
IFP Advisors
Tampa,
Florida
|
$13.9M
|
+$3.97M
|
+125,846
|
+44%
|
|
|
70
|
Cerity Partners OCIO
New York
|
$13.9M
|
-$86.4K
|
-2,741
|
-0.7%
|
|
|
71
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$13.5M
|
+$968K
|
+30,724
|
+8%
|
|
|
72
|
Confluence Investment Management
St. Louis,
Missouri
|
$13M
|
+$12.2M
|
+386,137
|
New
|
|
|
73
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12.9M
|
-$2.06M
|
-65,317
|
-15%
|
|
|
74
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.9M
|
+$1.54M
|
+48,823
|
+15%
|
|
|
75
|
Frontier Wealth Management
Kansas City,
Missouri
|
$12.8M
|
-$85K
|
-2,696
|
-0.7%
|
|
