|
76
|
Kestra Advisory Services
Austin,
Texas
|
$35.1M
|
-$15.5M
|
-295,651
|
-31%
|
|
|
77
|
Rockefeller Capital Management
New York
|
$34.8M
|
+$919K
|
+17,533
|
+3%
|
|
|
78
|
Leavell Investment Management
Mobile,
Alabama
|
$34.8M
|
+$3.2M
|
+61,070
|
+10%
|
|
|
79
|
Wharton Business Group
Malvern,
Pennsylvania
|
$34.7M
|
+$20.9M
|
+399,015
|
+152%
|
|
|
80
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$31.9M
|
+$1.53M
|
+29,130
|
+5%
|
|
|
81
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$31.7M
|
-$767K
|
-14,634
|
-2%
|
|
|
82
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$31M
|
+$1.4M
|
+26,696
|
+5%
|
|
|
83
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$30.9M
|
+$302K
|
+5,756
|
+1%
|
|
|
84
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$30.5M
|
-$427K
|
-8,152
|
-1%
|
|
|
85
|
Lazard Asset Management
New York
|
$30M
|
+$6.51M
|
+124,200
|
+28%
|
|
|
86
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$29.7M
|
-$84.9K
|
-1,619
|
-0.3%
|
|
|
87
|
First American Trust
Santa Ana,
California
|
$29.4M
|
+$6.53M
|
+124,499
|
+28%
|
|
|
88
|
Stephens Inc
Little Rock,
Arkansas
|
$28.6M
|
-$1M
|
-19,097
|
-3%
|
|
|
89
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$27.8M
|
+$2.4M
|
+45,806
|
+9%
|
|
|
90
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$27.8M
|
+$20.1M
|
+383,477
|
+262%
|
|
|
91
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$27.7M
|
-$555K
|
-10,592
|
-2%
|
|
|
92
|
Mercer Global Advisors
Denver,
Colorado
|
$26.9M
|
+$14.9M
|
+285,178
|
+125%
|
|
|
93
|
Beacon Pointe Advisors
Newport Beach,
California
|
$26.6M
|
+$354K
|
+6,748
|
+1%
|
|
|
94
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$26.2M
|
+$26.2M
|
+500,000
|
New
|
|
|
95
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$26M
|
+$939K
|
+17,921
|
+4%
|
|
|
96
|
Wellington Group
Indianapolis,
Indiana
|
$25.5M
|
+$821K
|
+15,654
|
+3%
|
|
|
97
|
Fiduciary Group
Savannah,
Georgia
|
$25.2M
|
+$348K
|
+6,637
|
+1%
|
|
|
98
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$25.1M
|
-$526K
|
-10,039
|
-2%
|
|
|
99
|
Lutz Financial Services
Omaha,
Nebraska
|
$25.1M
|
+$181K
|
+3,446
|
+0.7%
|
|
|
100
|
Blue Fin Capital
Warren,
Rhode Island
|
$24.6M
|
+$1.52M
|
+29,060
|
+7%
|
|
