|
51
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$17.1M
|
+$92.9K
|
+4,035
|
+0.5%
|
|
|
52
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.1M
|
-$2.55M
|
-110,883
|
-13%
|
|
|
53
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$16.1M
|
-$936K
|
-40,644
|
-5%
|
|
|
54
|
Wells Fargo
San Francisco,
California
|
$15.9M
|
-$430K
|
-18,669
|
-3%
|
|
|
55
|
Corient Private Wealth
Miami,
Florida
|
$15.8M
|
+$7.28M
|
+315,996
|
+82%
|
|
|
56
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$15.8M
|
+$1M
|
+43,620
|
+7%
|
|
|
57
|
Denver PWM
Denver,
Colorado
|
$15.7M
|
+$852K
|
+36,984
|
+6%
|
|
|
58
|
Bangor Savings Bank
Bangor,
Maine
|
$15.3M
|
-$370K
|
-16,083
|
-2%
|
|
|
59
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$14.4M
|
+$1.75M
|
+75,936
|
+14%
|
|
|
60
|
Newton One Investments
Newark,
Delaware
|
$14.3M
|
-$163K
|
-7,080
|
-1%
|
|
|
61
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.2M
|
-$958K
|
-41,601
|
-6%
|
|
|
62
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$14.2M
|
-$635K
|
-27,591
|
-4%
|
|
|
63
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$14M
|
+$824K
|
+35,799
|
+6%
|
|
|
64
|
Asset Management Group
Stamford,
Connecticut
|
$13.5M
|
-$39.7K
|
-1,725
|
-0.3%
|
|
|
65
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$13.3M
|
-$125K
|
-5,427
|
-0.9%
|
|
|
66
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.2M
|
+$74.5K
|
+3,234
|
+0.6%
|
|
|
67
|
Focus Financial Network
Minneapolis,
Minnesota
|
$13M
|
+$15.5K
|
+675
|
+0.1%
|
|
|
68
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$13M
|
-$294K
|
-12,750
|
-2%
|
|
|
69
|
IFP Advisors
Tampa,
Florida
|
$13M
|
+$92.1K
|
+3,999
|
+0.6%
|
|
|
70
|
Lutz Financial Services
Omaha,
Nebraska
|
$12.6M
|
+$806K
|
+35,001
|
+7%
|
|
|
71
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$12.6M
|
-$43.9K
|
-1,905
|
-0.3%
|
|
|
72
|
Koshinski Asset Management
Decatur,
Illinois
|
$12.5M
|
+$1.5M
|
+65,307
|
+13%
|
|
|
73
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$12.4M
|
+$129K
|
+5,580
|
+1%
|
|
|
74
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
+$173K
|
+7,494
|
+1%
|
|
|
75
|
Leavell Investment Management
Mobile,
Alabama
|
$12.2M
|
-$60.4K
|
-2,622
|
-0.5%
|
|
