|
51
|
Linscomb Wealth
Houston,
Texas
|
$11.6M
|
-$140K
|
-1,249
|
-1%
|
|
|
52
|
Vanguard Group
Malvern,
Pennsylvania
|
$11.5M
|
+$500K
|
+4,458
|
+5%
|
|
|
53
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$11.2M
|
+$2.7M
|
+24,039
|
+33%
|
|
|
54
|
Bank of New York Mellon
New York
|
$8.53M
|
-$139K
|
-1,237
|
-2%
|
|
|
55
|
Keel Point
Huntsville,
Alabama
|
$8.29M
|
-$878K
|
-7,821
|
-10%
|
|
|
56
|
William Blair & Company
Chicago,
Illinois
|
$7.88M
|
+$1.04M
|
+9,249
|
+16%
|
|
|
57
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.65M
|
-$3.7K
|
-33
|
-0%
|
|
|
58
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$7.63M
|
-$1.23M
|
-10,962
|
-14%
|
|
|
59
|
Personal Capital Advisors
Redwood City,
California
|
$7.33M
|
-$71.3M
|
-634,989
|
-91%
|
|
|
60
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$7.14M
|
-$22K
|
-196
|
-0.3%
|
|
|
61
|
Bartlett & Co
Cincinnati,
Ohio
|
$7.12M
|
-$22K
|
-196
|
-0.3%
|
|
|
62
|
Vicus Capital
State College,
Pennsylvania
|
$6.78M
|
+$1.83M
|
+16,296
|
+38%
|
|
|
63
|
Reston Wealth Management
Reston,
Virginia
|
$6.58M
|
-$2.18M
|
-19,425
|
-26%
|
|
|
64
|
|
$6.47M
|
+$1.18M
|
+10,514
|
+23%
|
|
|
65
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.27M
|
+$109K
|
+971
|
+2%
|
|
|
66
|
Centaurus Financial
Anaheim,
California
|
$5.85M
|
+$749K
|
+6,673
|
+15%
|
|
|
67
|
TD Capital Management
Memphis,
Tennessee
|
$5.82M
|
+$268K
|
+2,388
|
+5%
|
|
|
68
|
Stifel Financial
St. Louis,
Missouri
|
$5.8M
|
+$2.67M
|
+23,760
|
+90%
|
|
|
69
|
AdvicePeriod
Los Angeles,
California
|
$5.69M
|
+$1.55M
|
+13,787
|
+39%
|
|
|
70
|
SPC Financial Inc
Rockville,
Maryland
|
$5.53M
|
+$112K
|
+996
|
+2%
|
|
|
71
|
Gould Asset Management
Claremont,
California
|
$5.5M
|
+$20.8K
|
+185
|
+0.4%
|
|
|
72
|
Brio Consultants
San Francisco,
California
|
$5.48M
|
+$594K
|
+5,294
|
+13%
|
|
|
73
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.21M
|
+$364K
|
+3,241
|
+8%
|
|
|
74
|
United Capital Financial Advisors
Irving,
Texas
|
$5.16M
|
-$1.17M
|
-10,446
|
-19%
|
|
|
75
|
Northeast Financial Consultants
Westport,
Connecticut
|
$5.12M
|
+$4.46M
|
+39,770
|
New
|
|
