|
51
|
Corient Private Wealth
Miami,
Florida
|
$47.7M
|
+$57.5M
|
+355,670
|
+1,514%
|
|
|
52
|
Financial Engines Advisors
Santa Clara,
California
|
$47.2M
|
-$3.12M
|
-19,323
|
-6%
|
|
|
53
|
Courier Capital
Buffalo,
New York
|
$46.6M
|
-$873K
|
-5,400
|
-2%
|
|
|
54
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$46.2M
|
+$463K
|
+2,866
|
+1%
|
|
|
55
|
GTS Securities
Miami,
Florida
|
$45.3M
|
+$46.9M
|
+289,896
|
+5,962%
|
|
|
56
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$44.6M
|
-$1.33M
|
-8,252
|
-3%
|
|
|
57
|
Praetorian Wealth Management
Carmel,
California
|
$43.6M
|
+$4.08M
|
+25,252
|
+10%
|
|
|
58
|
Probity Advisors
Dallas,
Texas
|
$43.5M
|
-$1.3M
|
-8,022
|
-3%
|
|
|
59
|
Halpern Financial
Ashburn,
Virginia
|
$43.3M
|
-$133K
|
-820
|
-0.3%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.3M
|
-$595K
|
-3,680
|
-1%
|
|
|
61
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$42.2M
|
+$315K
|
+1,950
|
+0.7%
|
|
|
62
|
Berkshire Money Management
Dalton,
Massachusetts
|
$41.6M
|
+$5.77M
|
+35,678
|
+15%
|
|
|
63
|
Frank Rimerman Advisors
Palo Alto,
California
|
$41.5M
|
–
|
–
|
–
|
|
|
64
|
Equitable Holdings
New York
|
$40.7M
|
-$14.9M
|
-92,282
|
-26%
|
|
|
65
|
KeyBank National Association
Cleveland,
Ohio
|
$39.8M
|
-$282K
|
-1,745
|
-0.7%
|
|
|
66
|
LPWM LLC
Minneapolis,
Minnesota
|
$39M
|
+$661K
|
+4,087
|
+2%
|
|
|
67
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$38.8M
|
-$2.62M
|
-16,193
|
-6%
|
|
|
68
|
Cetera Advisors
Denver,
Colorado
|
$36.4M
|
-$17.6M
|
-108,725
|
-31%
|
|
|
69
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$35.7M
|
+$2.14M
|
+13,225
|
+6%
|
|
|
70
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$35.5M
|
–
|
–
|
–
|
|
|
71
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$35.5M
|
-$1.56M
|
-9,668
|
-4%
|
|
|
72
|
Rockefeller Capital Management
New York
|
$35.2M
|
+$2.03M
|
+12,535
|
+6%
|
|
|
73
|
Evoke Wealth
Los Angeles,
California
|
$33.9M
|
+$8.27M
|
+51,195
|
+30%
|
|
|
74
|
CX Institutional
Auburn,
Indiana
|
$31.6M
|
+$12M
|
+74,341
|
+57%
|
|
|
75
|
Smith, Moore & Co
Clayton,
Missouri
|
$31.5M
|
+$6.72M
|
+41,549
|
+25%
|
|
