|
51
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$14.3M
|
+$82.2K
|
+681
|
+0.6%
|
|
|
52
|
TD Private Client Wealth
New York
|
$14.1M
|
+$13.5M
|
+112,065
|
New
|
|
|
53
|
Firestone Capital Management
Coral Gables,
Florida
|
$13.3M
|
+$12.8M
|
+105,838
|
New
|
|
|
54
|
Linscomb Wealth
Houston,
Texas
|
$12.6M
|
+$245K
|
+2,029
|
+2%
|
|
|
55
|
Fiduciary Group
Savannah,
Georgia
|
$12.1M
|
-$2.19M
|
-18,141
|
-16%
|
|
|
56
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$12M
|
+$24.4K
|
+202
|
+0.2%
|
|
|
57
|
|
$9.47M
|
+$1.38M
|
+11,423
|
+18%
|
|
|
58
|
CornerStone Partners
Charlottesville,
Virginia
|
$9.39M
|
+$9M
|
+74,548
|
New
|
|
|
59
|
Bank of New York Mellon
New York
|
$8.98M
|
+$71.3K
|
+590
|
+0.8%
|
|
|
60
|
AdvicePeriod
Los Angeles,
California
|
$8.96M
|
-$1.64M
|
-13,585
|
-16%
|
|
|
61
|
William Blair & Company
Chicago,
Illinois
|
$8.74M
|
-$119K
|
-982
|
-1%
|
|
|
62
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$8.49M
|
+$8.14M
|
+67,415
|
New
|
|
|
63
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.91M
|
+$230K
|
+1,902
|
+3%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$7.88M
|
+$7.13M
|
+59,016
|
+1,662%
|
|
|
65
|
Personal Capital Advisors
Redwood City,
California
|
$7.65M
|
-$7K
|
-58
|
-0.1%
|
|
|
66
|
Centaurus Financial
Anaheim,
California
|
$7.55M
|
+$782K
|
+6,478
|
+12%
|
|
|
67
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$7.18M
|
-$625K
|
-5,179
|
-8%
|
|
|
68
|
Brio Consultants
San Francisco,
California
|
$7.05M
|
+$327K
|
+2,707
|
+5%
|
|
|
69
|
EP Wealth Advisors
Torrance,
California
|
$6.84M
|
+$4.19M
|
+34,715
|
+177%
|
|
|
70
|
Keel Point
Huntsville,
Alabama
|
$6.74M
|
+$201K
|
+1,668
|
+3%
|
|
|
71
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.67M
|
+$18.2K
|
+151
|
+0.3%
|
|
|
72
|
Creative Planning
Overland Park,
Kansas
|
$6.66M
|
-$25.7K
|
-213
|
-0.4%
|
|
|
73
|
|
$6.62M
|
-$170K
|
-1,408
|
-3%
|
|
|
74
|
TD Capital Management
Memphis,
Tennessee
|
$6.58M
|
-$51.6K
|
-427
|
-0.8%
|
|
|
75
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$6.47M
|
+$3.6M
|
+29,842
|
+139%
|
|
