|
51
|
Firestone Capital Management
Coral Gables,
Florida
|
$10.2M
|
+$735K
|
+6,322
|
+6%
|
|
|
52
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.94M
|
+$11.5M
|
+98,705
|
New
|
|
|
53
|
Linscomb Wealth
Houston,
Texas
|
$8.78M
|
-$340K
|
-2,927
|
-3%
|
|
|
54
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$8.63M
|
+$40.9K
|
+352
|
+0.4%
|
|
|
55
|
|
$8.33M
|
+$1.96M
|
+16,875
|
+22%
|
|
|
56
|
Fiduciary Group
Savannah,
Georgia
|
$8.09M
|
-$741K
|
-6,371
|
-7%
|
|
|
57
|
AdvicePeriod
Los Angeles,
California
|
$7.39M
|
+$1.23M
|
+10,572
|
+15%
|
|
|
58
|
Keel Point
Huntsville,
Alabama
|
$7.04M
|
+$2.82M
|
+24,247
|
+45%
|
|
|
59
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$6.96M
|
+$3.81M
|
+32,719
|
+74%
|
|
|
60
|
CornerStone Partners
Charlottesville,
Virginia
|
$6.75M
|
–
|
–
|
–
|
|
|
61
|
|
$6.08M
|
+$2.72M
|
+23,408
|
+54%
|
|
|
62
|
William Blair & Company
Chicago,
Illinois
|
$6.05M
|
-$301K
|
-2,592
|
-4%
|
|
|
63
|
Truist Financial
Charlotte,
North Carolina
|
$6.05M
|
+$492K
|
+4,228
|
+7%
|
|
|
64
|
Valmark Advisers
Akron,
Ohio
|
$6.04M
|
+$3.84M
|
+33,055
|
+98%
|
|
|
65
|
Centaurus Financial
Anaheim,
California
|
$5.85M
|
+$550K
|
+4,727
|
+8%
|
|
|
66
|
Bank of New York Mellon
New York
|
$5.81M
|
-$835K
|
-7,177
|
-10%
|
|
|
67
|
Brio Consultants
San Francisco,
California
|
$5.35M
|
+$367K
|
+3,155
|
+6%
|
|
|
68
|
Boston Trust Walden
Boston,
Massachusetts
|
$5.25M
|
+$4.4M
|
+37,803
|
+188%
|
|
|
69
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.2M
|
+$54.8K
|
+471
|
+0.8%
|
|
|
70
|
Bartlett & Co
Cincinnati,
Ohio
|
$5.2M
|
+$6.68M
|
+57,468
|
New
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$5.06M
|
+$351K
|
+3,022
|
+6%
|
|
|
72
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5M
|
+$1.56M
|
+13,383
|
+32%
|
|
|
73
|
Stifel Financial
St. Louis,
Missouri
|
$4.73M
|
+$119K
|
+1,019
|
+2%
|
|
|
74
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$4.51M
|
–
|
–
|
–
|
|
|
75
|
Smith Capital Management
Little Rock,
Arkansas
|
$4.47M
|
+$186K
|
+1,600
|
+3%
|
|
