|
51
|
TownSquare Capital
Provo,
Utah
|
$3.49M
|
+$803K
|
+18,544
|
+27%
|
|
|
52
|
Financial Alternatives
La Jolla,
California
|
$3.31M
|
+$78.1K
|
+1,803
|
+2%
|
|
|
53
|
Arvest Investments
Lowell,
Arkansas
|
$3.28M
|
-$160K
|
-3,695
|
-4%
|
|
|
54
|
Mission Wealth Management
Santa Barbara,
California
|
$3.19M
|
+$104K
|
+2,400
|
+3%
|
|
|
55
|
UBS Group
Zurich,
Switzerland
|
$3.08M
|
+$996K
|
+23,002
|
+42%
|
|
|
56
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.05M
|
-$37.7M
|
-870,746
|
-92%
|
|
|
57
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.84M
|
-$36.5M
|
-843,163
|
-92%
|
|
|
58
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$2.83M
|
+$3.1M
|
+71,568
|
New
|
|
|
59
|
NWAM LLC
Mercer Island,
Washington
|
$2.79M
|
-$110K
|
-2,531
|
-3%
|
|
|
60
|
Vista Capital Partners
Portland,
Oregon
|
$2.78M
|
+$831K
|
+19,203
|
+38%
|
|
|
61
|
Gradient Capital Advisors
San Diego,
California
|
$2.74M
|
+$191K
|
+4,404
|
+7%
|
|
|
62
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.7M
|
+$144K
|
+3,323
|
+5%
|
|
|
63
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.67M
|
-$30K
|
-692
|
-1%
|
|
|
64
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.62M
|
-$4.22M
|
-97,375
|
-60%
|
|
|
65
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$2.57M
|
-$17.5K
|
-404
|
-0.6%
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.56M
|
-$296K
|
-6,827
|
-10%
|
|
|
67
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.54M
|
+$169K
|
+3,902
|
+6%
|
|
|
68
|
Cerity Partners OCIO
New York
|
$2.49M
|
–
|
–
|
–
|
|
|
69
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.36M
|
-$645K
|
-14,888
|
-20%
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.21M
|
+$133K
|
+3,071
|
+6%
|
|
|
71
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.2M
|
-$25.8K
|
-595
|
-1%
|
|
|
72
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.17M
|
-$48.1K
|
-1,110
|
-2%
|
|
|
73
|
Bear Mountain Capital
Seattle,
Washington
|
$2.16M
|
+$304K
|
+7,023
|
+15%
|
|
|
74
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.11M
|
-$15.8K
|
-364
|
-0.7%
|
|
|
75
|
Prairiewood Capital
Fargo,
North Dakota
|
$2.03M
|
+$164K
|
+3,795
|
+8%
|
|
