|
51
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$9.75M
|
+$608K
|
+19,994
|
+7%
|
|
|
52
|
Mengis Capital Management
Portland,
Oregon
|
$9.75M
|
-$305K
|
-10,030
|
-3%
|
|
|
53
|
Equitable Holdings
New York
|
$9.64M
|
+$320K
|
+10,520
|
+3%
|
|
|
54
|
Cetera Advisor Networks
El Segundo,
California
|
$9.3M
|
-$500K
|
-16,427
|
-5%
|
|
|
55
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.06M
|
+$4.71M
|
+154,739
|
+111%
|
|
|
56
|
LexAurum Advisors
Overland Park,
Kansas
|
$9M
|
-$148K
|
-4,869
|
-2%
|
|
|
57
|
Horizon Family Wealth
Chicago,
Illinois
|
$8.96M
|
+$567K
|
+18,652
|
+7%
|
|
|
58
|
Mercer Global Advisors
Denver,
Colorado
|
$8.13M
|
-$536K
|
-17,604
|
-6%
|
|
|
59
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$7.89M
|
-$246K
|
-8,074
|
-3%
|
|
|
60
|
Manning & Napier Group
Fairport,
New York
|
$7.79M
|
–
|
–
|
–
|
|
|
61
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$7.43M
|
-$385K
|
-12,660
|
-5%
|
|
|
62
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7.28M
|
+$386K
|
+12,685
|
+6%
|
|
|
63
|
Hixon Zuercher
Findlay,
Ohio
|
$7.28M
|
+$802K
|
+26,366
|
+13%
|
|
|
64
|
|
$7.19M
|
+$70.7K
|
+2,323
|
+1%
|
|
|
65
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.9M
|
-$50.1K
|
-1,647
|
-0.7%
|
|
|
66
|
HighTower Advisors
Chicago,
Illinois
|
$6.89M
|
+$82K
|
+2,695
|
+1%
|
|
|
67
|
Rockefeller Capital Management
New York
|
$6.7M
|
+$1.27M
|
+41,685
|
+24%
|
|
|
68
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.38M
|
-$938K
|
-30,830
|
-13%
|
|
|
69
|
First Ascent Asset Management
Denver,
Colorado
|
$6.3M
|
+$141K
|
+4,634
|
+2%
|
|
|
70
|
SageView Advisory Group
Newport Beach,
California
|
$5.53M
|
-$5.61M
|
-184,532
|
-51%
|
|
|
71
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.52M
|
+$2.58M
|
+84,852
|
+90%
|
|
|
72
|
|
$5.47M
|
+$5.41M
|
+177,691
|
New
|
|
|
73
|
First National Corp
Rockland,
Massachusetts
|
$5.13M
|
+$220K
|
+7,230
|
+5%
|
|
|
74
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.02M
|
-$38.4K
|
-1,261
|
-0.8%
|
|
|
75
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$4.7M
|
+$1.69M
|
+55,442
|
+58%
|
|
