|
51
|
ProVise Management Group
Clearwater,
Florida
|
$163K
|
–
|
–
|
–
|
|
|
52
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$153K
|
–
|
–
|
–
|
|
|
53
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$145K
|
–
|
–
|
–
|
|
|
54
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$144K
|
-$16.5K
|
-1,330
|
-10%
|
|
|
55
|
LPL Financial
San Diego,
California
|
$121K
|
-$91.4K
|
-7,355
|
-42%
|
|
|
56
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$107K
|
-$58.7K
|
-4,724
|
-35%
|
|
|
57
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$104K
|
-$143K
|
-11,489
|
-57%
|
|
|
58
|
1607 Capital Partners
Richmond,
Virginia
|
$100K
|
+$103K
|
+8,300
|
New
|
|
|
59
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$74K
|
–
|
–
|
–
|
|
|
60
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$63K
|
+$64.4K
|
+5,185
|
New
|
|
|
61
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$61K
|
+$62.7K
|
+5,048
|
New
|
|
|
62
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$54K
|
–
|
–
|
–
|
|
|
63
|
Advisor Group
Phoenix,
Arizona
|
$48K
|
+$15.5K
|
+1,250
|
+46%
|
|
|
64
|
First Horizon Advisors
Memphis,
Tennessee
|
$36K
|
–
|
–
|
–
|
|
|
65
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$35K
|
–
|
–
|
–
|
|
|
66
|
Bartlett & Co
Cincinnati,
Ohio
|
$35K
|
–
|
–
|
–
|
|
|
67
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$32K
|
–
|
–
|
–
|
|
|
68
|
Cable Hill Partners
Portland,
Oregon
|
$25K
|
–
|
–
|
–
|
|
|
69
|
Allworth Financial
Folsom,
California
|
$24K
|
–
|
–
|
–
|
|
|
70
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
71
|
Bessemer Group
Woodbridge,
New Jersey
|
$24K
|
+$24.8K
|
+2,000
|
New
|
|
|
72
|
North Star Investment Management
Chicago,
Illinois
|
$22K
|
–
|
–
|
–
|
|
|
73
|
Geneos Wealth Management
Englewood,
Colorado
|
$16K
|
-$9.31K
|
-750
|
-36%
|
|
|
74
|
CKW Financial Group
Honolulu,
Hawaii
|
$12K
|
–
|
–
|
–
|
|
|
75
|
Financial Management Professionals
Austin,
Texas
|
$12K
|
–
|
–
|
–
|
|
