|
51
|
United Capital Financial Advisors
Irving,
Texas
|
$66M
|
-$1.6M
|
-8,793
|
-2%
|
|
|
52
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$65M
|
+$1.15M
|
+6,310
|
+2%
|
|
|
53
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$63.5M
|
-$3.33M
|
-18,275
|
-5%
|
|
|
54
|
Praetorian Wealth Management
Carmel,
California
|
$60.4M
|
+$2.14M
|
+11,763
|
+4%
|
|
|
55
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$60.3M
|
-$634K
|
-3,479
|
-1%
|
|
|
56
|
Valmark Advisers
Akron,
Ohio
|
$59.9M
|
-$3.76M
|
-20,662
|
-6%
|
|
|
57
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$55.9M
|
+$55.9M
|
+307,140
|
New
|
|
|
58
|
NewEdge Advisors
New Orleans,
Louisiana
|
$55.5M
|
+$9.94M
|
+54,597
|
+22%
|
|
|
59
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$55.3M
|
-$30.6M
|
-167,906
|
-36%
|
|
|
60
|
JB Capital
Wethersfield,
Connecticut
|
$55.2M
|
+$4.06M
|
+22,265
|
+8%
|
|
|
61
|
Amarillo National Bank
Amarillo,
Texas
|
$54.8M
|
-$1.42M
|
-7,801
|
-3%
|
|
|
62
|
Courier Capital
Buffalo,
New York
|
$53.1M
|
-$896K
|
-4,919
|
-2%
|
|
|
63
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$52.9M
|
-$9.3M
|
-51,038
|
-15%
|
|
|
64
|
Financial Engines Advisors
Santa Clara,
California
|
$52.6M
|
+$5.71M
|
+31,365
|
+12%
|
|
|
65
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$52.5M
|
-$3.38M
|
-18,549
|
-6%
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51.6M
|
-$1.24M
|
-6,781
|
-2%
|
|
|
67
|
Peninsula Wealth
San Francisco,
California
|
$50M
|
+$14.4M
|
+79,308
|
+42%
|
|
|
68
|
LPWM LLC
Minneapolis,
Minnesota
|
$49.2M
|
+$596K
|
+3,275
|
+1%
|
|
|
69
|
Frank Rimerman Advisors
Palo Alto,
California
|
$49.1M
|
–
|
–
|
–
|
|
|
70
|
Rockefeller Capital Management
New York
|
$48.6M
|
+$2.79M
|
+15,313
|
+6%
|
|
|
71
|
Barclays
London,
United Kingdom
|
$48.6M
|
-$10M
|
-55,000
|
-17%
|
|
|
72
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$48.2M
|
-$1.75M
|
-9,583
|
-3%
|
|
|
73
|
Halpern Financial
Ashburn,
Virginia
|
$47.5M
|
-$613K
|
-3,365
|
-1%
|
|
|
74
|
KeyBank National Association
Cleveland,
Ohio
|
$47.1M
|
-$585K
|
-3,214
|
-1%
|
|
|
75
|
Probity Advisors
Dallas,
Texas
|
$46.9M
|
-$187K
|
-1,024
|
-0.4%
|
|
