|
51
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.55M
|
-$1.97M
|
-65,641
|
-18%
|
|
|
52
|
Potentia Wealth
San Jose,
California
|
$7.16M
|
+$8.25M
|
+274,797
|
New
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$6.98M
|
-$1.83M
|
-60,958
|
-19%
|
|
|
54
|
Steward Partners Investment Advisory
New York
|
$6.69M
|
+$338K
|
+11,242
|
+5%
|
|
|
55
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.58M
|
+$1.32M
|
+43,980
|
+21%
|
|
|
56
|
SFMG Wealth Advisors
Plano,
Texas
|
$6.47M
|
+$172K
|
+5,737
|
+2%
|
|
|
57
|
Denali Advisors
San Diego,
California
|
$6.34M
|
-$1.82M
|
-60,641
|
-20%
|
|
|
58
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$6.14M
|
+$32.1K
|
+1,069
|
+0.5%
|
|
|
59
|
King Wealth Management Group
Naples,
Florida
|
$5.86M
|
+$6.24M
|
+207,799
|
+1,222%
|
|
|
60
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$5.86M
|
+$1.07M
|
+35,545
|
+19%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.6M
|
+$725K
|
+24,142
|
+13%
|
|
|
62
|
State Street
Boston,
Massachusetts
|
$5.49M
|
+$170K
|
+5,644
|
+3%
|
|
|
63
|
|
$5.48M
|
-$26.3M
|
-876,863
|
-81%
|
|
|
64
|
Rockefeller Capital Management
New York
|
$5.43M
|
+$207K
|
+6,879
|
+3%
|
|
|
65
|
Cresset Asset Management
Chicago,
Illinois
|
$5.37M
|
+$1.68M
|
+56,001
|
+39%
|
|
|
66
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$5.33M
|
-$28.9M
|
-961,814
|
-82%
|
|
|
67
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$5.17M
|
–
|
–
|
–
|
|
|
68
|
Proficio Capital Partners
Newton,
Massachusetts
|
$5M
|
+$1.38M
|
+46,087
|
+32%
|
|
|
69
|
Advisors Asset Management
Monument,
Colorado
|
$4.95M
|
+$142K
|
+4,738
|
+3%
|
|
|
70
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$4.95M
|
-$162K
|
-5,383
|
-3%
|
|
|
71
|
First National Trust
Hermitage,
Pennsylvania
|
$4.88M
|
+$829K
|
+27,596
|
+17%
|
|
|
72
|
Independent Financial Group
San Diego,
California
|
$4.7M
|
-$1.99M
|
-66,208
|
-27%
|
|
|
73
|
Snowden Capital Advisors
New York
|
$4.67M
|
-$1.83M
|
-60,916
|
-26%
|
|
|
74
|
M&G plc
London,
United Kingdom
|
$4.55M
|
+$5.26M
|
+175,000
|
New
|
|
|
75
|
Aberdeen Group
Edinburgh,
United Kingdom
|
$4.52M
|
-$139K
|
-4,638
|
-3%
|
|
