|
51
|
Venturi Wealth Management
Austin,
Texas
|
$1.95M
|
+$205K
|
+3,975
|
+12%
|
|
|
52
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.79M
|
+$461K
|
+8,962
|
+35%
|
|
|
53
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.76M
|
–
|
–
|
–
|
|
|
54
|
Cerity Partners OCIO
New York
|
$1.68M
|
-$283K
|
-5,500
|
-15%
|
|
|
55
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.66M
|
-$41.6K
|
-808
|
-2%
|
|
|
56
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.63M
|
–
|
–
|
–
|
|
|
57
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.6M
|
-$71.4K
|
-1,386
|
-4%
|
|
|
58
|
Old National Bancorp
Evansville,
Indiana
|
$1.5M
|
+$328K
|
+6,365
|
+28%
|
|
|
59
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.49M
|
+$241K
|
+4,676
|
+20%
|
|
|
60
|
Davenport & Co
Richmond,
Virginia
|
$1.36M
|
+$295K
|
+5,730
|
+28%
|
|
|
61
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$1.36M
|
–
|
–
|
–
|
|
|
62
|
James Investment Research
Alpha,
Ohio
|
$1.32M
|
-$924K
|
-17,952
|
-41%
|
|
|
63
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.31M
|
-$506K
|
-9,822
|
-28%
|
|
|
64
|
Howard Capital Management
Roswell,
Georgia
|
$1.3M
|
+$372K
|
+7,222
|
+41%
|
|
|
65
|
Empirical Wealth Management
Seattle,
Washington
|
$1.3M
|
–
|
–
|
–
|
|
|
66
|
Colony Group
Boston,
Massachusetts
|
$1.2M
|
-$2.99K
|
-58
|
-0.3%
|
|
|
67
|
BHF RG Capital
Scottsdale,
Arizona
|
$1.16M
|
-$59.5K
|
-1,155
|
-5%
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$1.15M
|
+$384K
|
+7,466
|
+51%
|
|
|
69
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.13M
|
-$107K
|
-2,084
|
-9%
|
|
|
70
|
KWMG LLC
Overland Park,
Kansas
|
$1.13M
|
+$120K
|
+2,327
|
+12%
|
|
|
71
|
MML Investors Services
Springfield,
Massachusetts
|
$1.12M
|
+$40.2K
|
+780
|
+4%
|
|
|
72
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.01M
|
-$4.33K
|
-84
|
-0.4%
|
|
|
73
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.01M
|
-$113K
|
-2,200
|
-10%
|
|
|
74
|
American Portfolios Advisors
Holbrook,
New York
|
$958K
|
+$8.75K
|
+170
|
+0.9%
|
|
|
75
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$930K
|
-$5.15K
|
-100
|
-0.6%
|
|
