|
76
|
Corient Capital Partners
Newport Beach,
California
|
$22M
|
+$1.54M
|
+5,327
|
+8%
|
|
|
77
|
Welch & Forbes
Boston,
Massachusetts
|
$21.1M
|
+$353K
|
+1,222
|
+2%
|
|
|
78
|
King Wealth Management Group
Naples,
Florida
|
$20.4M
|
-$138K
|
-477
|
-0.7%
|
|
|
79
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$20.3M
|
+$349K
|
+1,207
|
+2%
|
|
|
80
|
LBA Wealth Management
Jacksonville,
Florida
|
$20.1M
|
-$639K
|
-2,212
|
-3%
|
|
|
81
|
Wolverine Trading
Chicago,
Illinois
|
$20M
|
+$13.4M
|
+46,370
|
+231%
|
|
|
82
|
|
$20M
|
-$107K
|
-370
|
-0.6%
|
|
|
83
|
Smith, Moore & Co
Clayton,
Missouri
|
$19.7M
|
+$468K
|
+1,620
|
+3%
|
|
|
84
|
1ST Source Bank
South Bend,
Indiana
|
$19.2M
|
+$1.53M
|
+5,290
|
+9%
|
|
|
85
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.8M
|
-$6.97M
|
-24,100
|
-28%
|
|
|
86
|
Patriot Wealth Management
Houston,
Texas
|
$18.3M
|
+$13.3K
|
+46
|
+0.1%
|
|
|
87
|
|
$18M
|
-$34.7K
|
-120
|
-0.2%
|
|
|
88
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$17.8M
|
+$16.9M
|
+58,619
|
New
|
|
|
89
|
|
$17.8M
|
-$1.94M
|
-6,728
|
-10%
|
|
|
90
|
Parametric Portfolio Associates
Seattle,
Washington
|
$17.7M
|
+$17M
|
+58,735
|
New
|
|
|
91
|
Suntrust Banks
Atlanta,
Georgia
|
$17.6M
|
+$2.75M
|
+9,520
|
+19%
|
|
|
92
|
Confluence Wealth Management
Portland,
Oregon
|
$17.3M
|
-$631K
|
-2,184
|
-4%
|
|
|
93
|
Hills Bank & Trust
North Liberty,
Iowa
|
$17.1M
|
-$149K
|
-515
|
-0.9%
|
|
|
94
|
IFC Holdings
Tampa,
Florida
|
$16.8M
|
+$14.6M
|
+50,596
|
+1,027%
|
|
|
95
|
Leonetti & Associates
Buffalo Grove,
Illinois
|
$16.4M
|
-$712K
|
-2,462
|
-4%
|
|
|
96
|
Clearstead Advisors
Cleveland,
Ohio
|
$16.4M
|
+$15.7M
|
+54,412
|
New
|
|
|
97
|
Washington Trust
Westerly,
Rhode Island
|
$16.3M
|
+$833K
|
+2,883
|
+6%
|
|
|
98
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$16.1M
|
-$452K
|
-1,562
|
-3%
|
|
|
99
|
Klingman & Associates
New York
|
$15.9M
|
-$994K
|
-3,438
|
-6%
|
|
|
100
|
Covington Capital Management
Los Angeles,
California
|
$15.9M
|
+$421K
|
+1,456
|
+3%
|
|
