|
51
|
Regis Management Company
Menlo Park,
California
|
$10.3M
|
–
|
–
|
–
|
|
|
52
|
Sunflower Bank
Dallas,
Texas
|
$10.2M
|
+$10M
|
+187,933
|
New
|
|
|
53
|
Avidian Wealth Enterprises
Houston,
Texas
|
$10.1M
|
+$948K
|
+17,788
|
+11%
|
|
|
54
|
|
$9.24M
|
+$1.05M
|
+19,711
|
+13%
|
|
|
55
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$9.16M
|
-$277K
|
-5,206
|
-3%
|
|
|
56
|
Simon Quick Advisors
Morristown,
New Jersey
|
$8.59M
|
+$502K
|
+9,426
|
+6%
|
|
|
57
|
AdvicePeriod
Los Angeles,
California
|
$8.5M
|
+$5.47M
|
+102,597
|
+189%
|
|
|
58
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$8.12M
|
+$2.16M
|
+40,557
|
+37%
|
|
|
59
|
Janiczek Wealth Management
Denver,
Colorado
|
$7.92M
|
-$643K
|
-12,072
|
-8%
|
|
|
60
|
Mather Group
Chicago,
Illinois
|
$7.83M
|
-$1.9M
|
-35,718
|
-20%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$7.64M
|
+$5.28M
|
+99,186
|
+237%
|
|
|
62
|
BBVA USA Bancshares
Houston,
Texas
|
$7.62M
|
+$1.17M
|
+22,040
|
+19%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$7.54M
|
+$126K
|
+2,357
|
+2%
|
|
|
64
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.03M
|
+$3.28M
|
+61,582
|
+90%
|
|
|
65
|
Personal Capital Advisors
Redwood City,
California
|
$7.01M
|
+$887K
|
+16,644
|
+15%
|
|
|
66
|
Foster & Motley
Cincinnati,
Ohio
|
$6.62M
|
+$410K
|
+7,692
|
+7%
|
|
|
67
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$6.59M
|
+$5.73M
|
+107,504
|
+758%
|
|
|
68
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$6.51M
|
-$221K
|
-4,140
|
-3%
|
|
|
69
|
Coastline Trust
Providence,
Rhode Island
|
$6.4M
|
+$1.37M
|
+25,650
|
+28%
|
|
|
70
|
Independence Advisors
Wayne,
Pennsylvania
|
$6.21M
|
-$459K
|
-8,620
|
-7%
|
|
|
71
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.13M
|
-$1.64M
|
-30,697
|
-21%
|
|
|
72
|
Chatham Capital Group
Savannah,
Georgia
|
$6.13M
|
+$9.32K
|
+175
|
+0.2%
|
|
|
73
|
Cardan Capital Partners
Denver,
Colorado
|
$6.1M
|
-$32.7K
|
-613
|
-0.5%
|
|
|
74
|
FDx Advisors
Chicago,
Illinois
|
$5.91M
|
-$210K
|
-3,934
|
-3%
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
$5.8M
|
+$1.97M
|
+36,967
|
+53%
|
|
