|
51
|
Bank of the West
Monterey Park,
California
|
$4.47M
|
-$584K
|
-9,398
|
-12%
|
|
|
52
|
Insight Wealth Strategies
San Ramon,
California
|
$4.3M
|
+$126K
|
+2,022
|
+3%
|
|
|
53
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.24M
|
+$297K
|
+4,781
|
+8%
|
|
|
54
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$4.19M
|
+$452K
|
+7,273
|
+12%
|
|
|
55
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$4.16M
|
–
|
–
|
–
|
|
|
56
|
HighTower Advisors
Chicago,
Illinois
|
$4.16M
|
+$4.15M
|
+66,897
|
New
|
|
|
57
|
Axiom Financial Strategies
New Albany,
Indiana
|
$4.03M
|
-$1.49M
|
-24,020
|
-27%
|
|
|
58
|
Stifel Financial
St. Louis,
Missouri
|
$4.01M
|
+$624K
|
+10,044
|
+18%
|
|
|
59
|
Sage Advisory Services
Austin,
Texas
|
$3.9M
|
+$130K
|
+2,093
|
+3%
|
|
|
60
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.82M
|
-$385K
|
-6,192
|
-9%
|
|
|
61
|
Waddell & Reed Financial
Overland Park,
Kansas
|
$3.79M
|
+$3.79M
|
+61,000
|
New
|
|
|
62
|
Willis Johnson & Associates
Houston,
Texas
|
$3.74M
|
+$300K
|
+4,829
|
+9%
|
|
|
63
|
MML Investors Services
Springfield,
Massachusetts
|
$3.57M
|
+$270K
|
+4,347
|
+8%
|
|
|
64
|
Mather Group
Chicago,
Illinois
|
$3.49M
|
+$383K
|
+6,167
|
+12%
|
|
|
65
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.48M
|
-$29.8K
|
-480
|
-0.9%
|
|
|
66
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.47M
|
+$190K
|
+3,055
|
+6%
|
|
|
67
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3.37M
|
+$316K
|
+5,095
|
+10%
|
|
|
68
|
United Services Automobile Association
San Antonio,
Texas
|
$3.14M
|
+$1.9M
|
+30,606
|
+153%
|
|
|
69
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.1M
|
+$259K
|
+4,175
|
+9%
|
|
|
70
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$3.1M
|
+$3.1M
|
+49,834
|
New
|
|
|
71
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.09M
|
+$333K
|
+5,368
|
+12%
|
|
|
72
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.93M
|
+$1.01M
|
+16,342
|
+53%
|
|
|
73
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$2.87M
|
-$1.75M
|
-28,124
|
-38%
|
|
|
74
|
AE Wealth Management
Topeka,
Kansas
|
$2.8M
|
+$2.08M
|
+33,475
|
+290%
|
|
|
75
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.68M
|
–
|
–
|
–
|
|
