|
51
|
Avantax Planning Partners
Dubuque,
Iowa
|
$28.4M
|
+$2.51M
|
+26,454
|
+11%
|
|
|
52
|
Comerica Bank
Dallas,
Texas
|
$28.4M
|
+$720K
|
+7,599
|
+3%
|
|
|
53
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$28.3M
|
-$156K
|
-1,642
|
-0.6%
|
|
|
54
|
Krilogy Financial
St. Louis,
Missouri
|
$27.8M
|
-$93K
|
-981
|
-0.4%
|
|
|
55
|
One Capital Management
Westlake Village,
California
|
$27.7M
|
-$63.6K
|
-671
|
-0.3%
|
|
|
56
|
Truepoint Inc
Cincinnati,
Ohio
|
$27M
|
+$1.13M
|
+11,931
|
+5%
|
|
|
57
|
CSM Advisors
Warrendale,
Pennsylvania
|
$26M
|
+$23.6M
|
+249,000
|
New
|
|
|
58
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$26M
|
+$23.6M
|
+249,000
|
New
|
|
|
59
|
Accredited Investors
Edina,
Minnesota
|
$25.5M
|
-$151K
|
-1,597
|
-0.6%
|
|
|
60
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$24.6M
|
+$22.3M
|
+235,398
|
New
|
|
|
61
|
Angeles Investment Advisors
Santa Monica,
California
|
$24.2M
|
+$22M
|
+232,000
|
New
|
|
|
62
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$24.1M
|
-$435K
|
-4,593
|
-2%
|
|
|
63
|
Proficio Capital Partners
Newton,
Massachusetts
|
$24M
|
+$163K
|
+1,722
|
+0.8%
|
|
|
64
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$23.2M
|
+$1.61M
|
+16,951
|
+8%
|
|
|
65
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$22.9M
|
+$2.38M
|
+25,107
|
+13%
|
|
|
66
|
Falcon Wealth Planning
Ontario,
California
|
$22.3M
|
+$1.69M
|
+17,868
|
+9%
|
|
|
67
|
KeyBank National Association
Cleveland,
Ohio
|
$21.9M
|
-$89.9K
|
-948
|
-0.4%
|
|
|
68
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$21.2M
|
-$1.22M
|
-12,828
|
-6%
|
|
|
69
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.9M
|
+$1.56M
|
+16,465
|
+9%
|
|
|
70
|
Arax Advisory Partners
Denver,
Colorado
|
$20.7M
|
+$18.8M
|
+197,925
|
+78,542%
|
|
|
71
|
|
$20.5M
|
-$277K
|
-2,923
|
-1%
|
|
|
72
|
HSBC Holdings
London,
United Kingdom
|
$19.9M
|
-$482K
|
-5,089
|
-3%
|
|
|
73
|
Steward Partners Investment Advisory
New York
|
$19.6M
|
+$2.3M
|
+24,300
|
+15%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.2M
|
+$4.15M
|
+43,786
|
+32%
|
|
|
75
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$18.9M
|
+$197K
|
+2,077
|
+1%
|
|
