|
76
|
Corient Private Wealth
Miami,
Florida
|
$14.7M
|
-$13.8M
|
-110,132
|
-50%
|
|
|
77
|
FSA Wealth Management
Needham,
Massachusetts
|
$14.6M
|
-$456K
|
-3,638
|
-3%
|
|
|
78
|
Fifth Third Securities
Cincinnati,
Ohio
|
$14.4M
|
+$183K
|
+1,463
|
+1%
|
|
|
79
|
Waverly Advisors
Birmingham,
Alabama
|
$14.2M
|
-$259K
|
-2,068
|
-2%
|
|
|
80
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$13.9M
|
-$77.9K
|
-621
|
-0.6%
|
|
|
81
|
Comerica Bank
Dallas,
Texas
|
$13.6M
|
-$301K
|
-2,402
|
-2%
|
|
|
82
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$13.1M
|
+$800K
|
+6,382
|
+7%
|
|
|
83
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.8M
|
+$633K
|
+5,047
|
+6%
|
|
|
84
|
BOK Financial
Tulsa,
Oklahoma
|
$12.5M
|
+$7.02K
|
+56
|
+0.1%
|
|
|
85
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.4M
|
-$82.4K
|
-657
|
-0.7%
|
|
|
86
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.3M
|
-$143K
|
-1,139
|
-1%
|
|
|
87
|
Occidental Asset Management
Burlingame,
California
|
$12.2M
|
+$85.5K
|
+682
|
+0.7%
|
|
|
88
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$11.7M
|
-$734K
|
-5,851
|
-6%
|
|
|
89
|
Clearstead Advisors
Cleveland,
Ohio
|
$11.3M
|
-$28.1K
|
-224
|
-0.3%
|
|
|
90
|
First Horizon Advisors
Memphis,
Tennessee
|
$10.9M
|
+$685K
|
+5,459
|
+7%
|
|
|
91
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$10.9M
|
-$185K
|
-1,477
|
-2%
|
|
|
92
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.5M
|
+$542K
|
+4,322
|
+6%
|
|
|
93
|
MAI Capital Management
Independence,
Ohio
|
$10.5M
|
+$359K
|
+2,861
|
+4%
|
|
|
94
|
JMG Financial Group
Downers Grove,
Illinois
|
$10.4M
|
-$52.4K
|
-418
|
-0.5%
|
|
|
95
|
UMB Bank
Kansas City,
Missouri
|
$10.3M
|
-$929K
|
-7,408
|
-9%
|
|
|
96
|
Savant Capital
Rockford,
Illinois
|
$10.1M
|
+$30.7K
|
+245
|
+0.3%
|
|
|
97
|
Simplicity Wealth
Summit,
New Jersey
|
$9.71M
|
+$5.04M
|
+40,151
|
+120%
|
|
|
98
|
Synovus Financial
Columbus,
Georgia
|
$9.64M
|
+$304K
|
+2,427
|
+3%
|
|
|
99
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.55M
|
+$419K
|
+3,337
|
+5%
|
|
|
100
|
WestHill Financial Advisors
San Rafael,
California
|
$9.42M
|
+$25K
|
+199
|
+0.3%
|
|
