|
51
|
NewEdge Advisors
New Orleans,
Louisiana
|
$36.9M
|
-$5.3M
|
-109,585
|
-13%
|
|
|
52
|
HighTower Advisors
Chicago,
Illinois
|
$36.3M
|
-$3.98M
|
-82,139
|
-10%
|
|
|
53
|
INVST
Indianapolis,
Indiana
|
$36M
|
-$3.12M
|
-64,456
|
-8%
|
|
|
54
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$35.9M
|
+$2.26M
|
+46,717
|
+7%
|
|
|
55
|
SCS Capital Management
Boston,
Massachusetts
|
$35.8M
|
-$1.06M
|
-22,001
|
-3%
|
|
|
56
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$35.3M
|
+$6.72M
|
+138,799
|
+24%
|
|
|
57
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$35.2M
|
+$526K
|
+10,864
|
+2%
|
|
|
58
|
One Capital Management
Westlake Village,
California
|
$34.1M
|
+$33.6M
|
+694,819
|
+9,519%
|
|
|
59
|
Cetera Advisor Networks
El Segundo,
California
|
$32.8M
|
-$5.85M
|
-120,943
|
-15%
|
|
|
60
|
WealthSource Partners
San Luis Obispo,
California
|
$32M
|
-$9.88M
|
-204,084
|
-24%
|
|
|
61
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$31.4M
|
+$5.82M
|
+120,278
|
+23%
|
|
|
62
|
Accredited Investors
Edina,
Minnesota
|
$31.3M
|
-$24.1M
|
-498,390
|
-44%
|
|
|
63
|
McMorgan & Co
San Francisco,
California
|
$30.6M
|
+$7.15M
|
+147,789
|
+31%
|
|
|
64
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.4M
|
-$6.68M
|
-138,058
|
-18%
|
|
|
65
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$30M
|
+$99.4K
|
+2,054
|
+0.3%
|
|
|
66
|
Crestone Asset Management
Boulder,
Colorado
|
$29.7M
|
-$1.9M
|
-39,283
|
-6%
|
|
|
67
|
Stifel Financial
St. Louis,
Missouri
|
$29M
|
-$6.38M
|
-131,713
|
-18%
|
|
|
68
|
Pathstone Family Office
Englewood,
New Jersey
|
$28.6M
|
–
|
–
|
–
|
|
|
69
|
Covenant Partners
Nashville,
Tennessee
|
$27.9M
|
+$1.56M
|
+32,254
|
+6%
|
|
|
70
|
Geisinger Health
Danville,
Pennsylvania
|
$26.4M
|
–
|
–
|
–
|
|
|
71
|
Valence8 US
Cambridge,
Massachusetts
|
$24.8M
|
+$24.7M
|
+510,890
|
New
|
|
|
72
|
Natixis Advisors
Boston,
Massachusetts
|
$24.8M
|
-$395K
|
-8,160
|
-2%
|
|
|
73
|
Veritable
Wilmington,
Delaware
|
$24.2M
|
-$760K
|
-15,700
|
-3%
|
|
|
74
|
Prudential Financial
Newark,
New Jersey
|
$24M
|
-$2.16M
|
-44,528
|
-8%
|
|
|
75
|
Atria Wealth Solutions
New York
|
$23.9M
|
-$5.62M
|
-116,101
|
-19%
|
|
