|
51
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.6M
|
-$1.14M
|
-36,576
|
-17%
|
|
|
52
|
Wells Fargo
San Francisco,
California
|
$5.44M
|
-$170K
|
-5,447
|
-3%
|
|
|
53
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$5.4M
|
-$686K
|
-22,000
|
-11%
|
|
|
54
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.36M
|
+$2.58M
|
+82,834
|
+88%
|
|
|
55
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.23M
|
+$301K
|
+9,653
|
+6%
|
|
|
56
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.14M
|
+$3.18M
|
+102,179
|
+151%
|
|
|
57
|
Global Retirement Partners
San Rafael,
California
|
$4.66M
|
+$4.87M
|
+156,152
|
New
|
|
|
58
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.38M
|
-$211K
|
-6,779
|
-4%
|
|
|
59
|
Bank of New York Mellon
New York
|
$4.38M
|
-$45K
|
-1,443
|
-1%
|
|
|
60
|
William Blair & Company
Chicago,
Illinois
|
$4.28M
|
-$4M
|
-128,289
|
-48%
|
|
|
61
|
First Horizon Advisors
Memphis,
Tennessee
|
$4.11M
|
-$641K
|
-20,557
|
-13%
|
|
|
62
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$3.82M
|
+$181K
|
+5,804
|
+5%
|
|
|
63
|
Atria Investments
Charlotte,
North Carolina
|
$3.64M
|
+$2.28M
|
+73,171
|
+156%
|
|
|
64
|
Narus Financial Partners
Salt Lake City,
Utah
|
$3.44M
|
+$3.54M
|
+113,651
|
New
|
|
|
65
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$2.84M
|
-$8.03M
|
-257,559
|
-73%
|
|
|
66
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.84M
|
-$84.5K
|
-2,711
|
-3%
|
|
|
67
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.64M
|
+$772K
|
+24,762
|
+40%
|
|
|
68
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.45M
|
+$88.9K
|
+2,851
|
+4%
|
|
|
69
|
Portland Global Advisors
Portland,
Maine
|
$2.34M
|
+$1.23M
|
+39,310
|
+104%
|
|
|
70
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.32M
|
-$24.7K
|
-792
|
-1%
|
|
|
71
|
WBH Advisory
Baltimore,
Maryland
|
$2.17M
|
+$1.94M
|
+62,259
|
+564%
|
|
|
72
|
Intrua Financial
Houston,
Texas
|
$2.15M
|
+$779K
|
+24,983
|
+54%
|
|
|
73
|
Stephens Inc
Little Rock,
Arkansas
|
$2.13M
|
–
|
–
|
–
|
|
|
74
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$2.01M
|
+$996K
|
+31,962
|
+93%
|
|
|
75
|
Advisor Resource Council
Dallas,
Texas
|
$1.96M
|
-$3.24M
|
-104,086
|
-62%
|
|
