|
51
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$11.3M
|
+$11.3M
|
+207,801
|
New
|
|
|
52
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$11.2M
|
+$2M
|
+36,579
|
+22%
|
|
|
53
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.2M
|
+$198K
|
+3,630
|
+2%
|
|
|
54
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$11M
|
+$81.9K
|
+1,501
|
+0.7%
|
|
|
55
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$10.6M
|
+$5.12M
|
+93,886
|
+92%
|
|
|
56
|
Mather Group
Chicago,
Illinois
|
$10.5M
|
+$2.6M
|
+47,625
|
+33%
|
|
|
57
|
Regis Management Company
Menlo Park,
California
|
$10.4M
|
–
|
–
|
–
|
|
|
58
|
|
$10.3M
|
+$424K
|
+7,761
|
+4%
|
|
|
59
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$10.2M
|
+$6.57M
|
+120,363
|
+178%
|
|
|
60
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.79M
|
-$18.6M
|
-340,747
|
-65%
|
|
|
61
|
Simon Quick Advisors
Morristown,
New Jersey
|
$9.37M
|
+$725K
|
+13,286
|
+8%
|
|
|
62
|
Personal Capital Advisors
Redwood City,
California
|
$9.01M
|
+$1.96M
|
+35,926
|
+28%
|
|
|
63
|
|
$8.97M
|
-$324K
|
-5,941
|
-3%
|
|
|
64
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$8.87M
|
+$2.25M
|
+41,290
|
+34%
|
|
|
65
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.78M
|
+$8.8M
|
+161,324
|
New
|
|
|
66
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.27M
|
+$1.2M
|
+22,061
|
+17%
|
|
|
67
|
BBVA USA Bancshares
Houston,
Texas
|
$8.16M
|
+$518K
|
+9,491
|
+7%
|
|
|
68
|
Sunflower Bank
Dallas,
Texas
|
$7.9M
|
-$2.33M
|
-42,742
|
-23%
|
|
|
69
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$7.83M
|
+$4.83M
|
+88,417
|
+159%
|
|
|
70
|
Janiczek Wealth Management
Denver,
Colorado
|
$7.76M
|
-$205K
|
-3,758
|
-3%
|
|
|
71
|
Rockefeller Capital Management
New York
|
$7.3M
|
-$282K
|
-5,167
|
-4%
|
|
|
72
|
Foster & Motley
Cincinnati,
Ohio
|
$7.1M
|
+$452K
|
+8,282
|
+7%
|
|
|
73
|
Coastline Trust
Providence,
Rhode Island
|
$7.02M
|
+$590K
|
+10,810
|
+9%
|
|
|
74
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$7.01M
|
+$469K
|
+8,600
|
+7%
|
|
|
75
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$6.39M
|
+$1.34M
|
+24,546
|
+26%
|
|
