|
51
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$16.2M
|
+$1.01M
|
+18,331
|
+7%
|
|
|
52
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$16.1M
|
+$1.47M
|
+26,733
|
+10%
|
|
|
53
|
Capital One Financial
Mclean,
Virginia
|
$16M
|
+$3.12M
|
+56,691
|
+24%
|
|
|
54
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$15.2M
|
+$2.04M
|
+37,037
|
+16%
|
|
|
55
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$15.2M
|
-$721K
|
-13,078
|
-5%
|
|
|
56
|
Fidelity Investments
Boston,
Massachusetts
|
$14.7M
|
+$3.98M
|
+72,213
|
+37%
|
|
|
57
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$14.4M
|
+$1.72M
|
+31,170
|
+14%
|
|
|
58
|
QCI Asset Management
Pittsford,
New York
|
$13.5M
|
+$706K
|
+12,822
|
+6%
|
|
|
59
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.3M
|
-$394K
|
-7,158
|
-3%
|
|
|
60
|
Personal Capital Advisors
Redwood City,
California
|
$13.2M
|
+$2.01M
|
+36,508
|
+18%
|
|
|
61
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$12.2M
|
+$256K
|
+4,654
|
+2%
|
|
|
62
|
AdvicePeriod
Los Angeles,
California
|
$11.9M
|
+$1.7M
|
+30,822
|
+17%
|
|
|
63
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.9M
|
–
|
–
|
–
|
|
|
64
|
|
$11.6M
|
+$1.06M
|
+19,248
|
+10%
|
|
|
65
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$11.3M
|
+$935K
|
+16,969
|
+9%
|
|
|
66
|
Foster & Motley
Cincinnati,
Ohio
|
$11.2M
|
+$1.63M
|
+29,517
|
+17%
|
|
|
67
|
Steward Partners Investment Advisory
New York
|
$11.1M
|
-$1.74M
|
-31,561
|
-14%
|
|
|
68
|
Regis Management Company
Menlo Park,
California
|
$10.6M
|
–
|
–
|
–
|
|
|
69
|
|
$10.4M
|
+$9.43M
|
+171,151
|
+990%
|
|
|
70
|
Allegiant Private Advisors
Sarasota,
Florida
|
$10.3M
|
+$3.46M
|
+62,810
|
+51%
|
|
|
71
|
Human Investing
Lake Oswego,
Oregon
|
$10.2M
|
+$740K
|
+13,434
|
+8%
|
|
|
72
|
SP Asset Management
Cupertino,
California
|
$10.1M
|
-$1.22M
|
-22,075
|
-11%
|
|
|
73
|
|
$9.57M
|
-$203K
|
-3,688
|
-2%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$9.56M
|
+$1.45M
|
+26,334
|
+18%
|
|
|
75
|
Simon Quick Advisors
Morristown,
New Jersey
|
$9.42M
|
+$1.64M
|
+29,691
|
+21%
|
|
