|
51
|
Aprio Wealth Management
Atlanta,
Georgia
|
$34.1M
|
+$33.1M
|
+656,925
|
+3,329%
|
|
|
52
|
SNS Financial Group
Minneapolis,
Minnesota
|
$33.8M
|
+$33.8M
|
+671,099
|
New
|
|
|
53
|
Level Four Advisory Services
Dallas,
Texas
|
$33.1M
|
+$140K
|
+2,777
|
+0.4%
|
|
|
54
|
Farther Finance Advisors
San Francisco,
California
|
$33M
|
-$6.2M
|
-122,989
|
-16%
|
|
|
55
|
Inspire Advisors
Meridian,
Idaho
|
$32.7M
|
+$2.98M
|
+59,177
|
+10%
|
|
|
56
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$32.6M
|
-$196K
|
-3,898
|
-0.6%
|
|
|
57
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$32.5M
|
+$23.8M
|
+471,753
|
+271%
|
|
|
58
|
Cresset Asset Management
Chicago,
Illinois
|
$32.3M
|
-$5.13M
|
-101,783
|
-14%
|
|
|
59
|
Integrity Alliance
Urbandale,
Iowa
|
$31.4M
|
+$1.22M
|
+24,185
|
+4%
|
|
|
60
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$30.6M
|
+$4.03M
|
+79,896
|
+15%
|
|
|
61
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$29.8M
|
+$4.87M
|
+96,571
|
+19%
|
|
|
62
|
AssetMark Inc
Concord,
California
|
$29.7M
|
-$1.72M
|
-34,052
|
-5%
|
|
|
63
|
Wealthspire Advisors (New York)
New York
|
$29.2M
|
-$11.5M
|
-228,986
|
-28%
|
|
|
64
|
Matrix Trust Company
Denver,
Colorado
|
$28M
|
+$27.5M
|
+545,715
|
+4,919%
|
|
|
65
|
Merit Financial Group
Alpharetta,
Georgia
|
$27.1M
|
+$7.9M
|
+156,691
|
+41%
|
|
|
66
|
&Partners
Nashville,
Tennessee
|
$26.6M
|
+$1.26M
|
+24,989
|
+5%
|
|
|
67
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$26.4M
|
-$6.36M
|
-126,259
|
-19%
|
|
|
68
|
Hollencrest Capital Management
Newport Beach,
California
|
$25.8M
|
-$1.77M
|
-35,204
|
-6%
|
|
|
69
|
Holistic Planning
Nacogdoches,
Texas
|
$25.7M
|
+$1.78M
|
+35,301
|
+7%
|
|
|
70
|
Haven Private
Orlando,
Florida
|
$25.7M
|
+$15.4M
|
+306,191
|
+150%
|
|
|
71
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$24.8M
|
-$2.31M
|
-45,805
|
-9%
|
|
|
72
|
United Asset Strategies
Garden City,
New York
|
$24.8M
|
+$466K
|
+9,248
|
+2%
|
|
|
73
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$24.3M
|
+$994K
|
+19,719
|
+4%
|
|
|
74
|
Client First Capital
San Diego,
California
|
$23.1M
|
-$518K
|
-10,281
|
-2%
|
|
|
75
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$22.9M
|
+$434K
|
+8,617
|
+2%
|
|
