|
51
|
Lutz Financial Services
Omaha,
Nebraska
|
$8.79M
|
+$4.99M
|
+46,239
|
+132%
|
|
|
52
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$8.5M
|
+$501K
|
+4,645
|
+6%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$8.43M
|
+$3.79M
|
+35,152
|
+82%
|
|
|
54
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$8.4M
|
+$8.39M
|
+77,724
|
New
|
|
|
55
|
Allen Investment Management
New York
|
$8.19M
|
–
|
–
|
–
|
|
|
56
|
MML Investors Services
Springfield,
Massachusetts
|
$8.13M
|
+$1.55M
|
+14,318
|
+24%
|
|
|
57
|
Vivaldi Capital Management
Chicago,
Illinois
|
$8.11M
|
+$1.65M
|
+15,303
|
+26%
|
|
|
58
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.76M
|
-$2.46M
|
-22,813
|
-24%
|
|
|
59
|
AssetMark Inc
Concord,
California
|
$7.75M
|
+$179K
|
+1,655
|
+2%
|
|
|
60
|
Freestone Capital Holdings
Seattle,
Washington
|
$7.52M
|
+$24.5K
|
+227
|
+0.3%
|
|
|
61
|
Principal Financial Group
Des Moines,
Iowa
|
$7.39M
|
-$1.4M
|
-12,928
|
-16%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.3M
|
+$2.34M
|
+21,651
|
+47%
|
|
|
63
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$7.29M
|
+$301K
|
+2,792
|
+4%
|
|
|
64
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.28M
|
+$126K
|
+1,168
|
+2%
|
|
|
65
|
Jordan Park Group
San Francisco,
California
|
$7.02M
|
-$188K
|
-1,746
|
-3%
|
|
|
66
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.93M
|
+$10.6K
|
+98
|
+0.2%
|
|
|
67
|
Willis Johnson & Associates
Houston,
Texas
|
$6.58M
|
+$6.56M
|
+60,835
|
New
|
|
|
68
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$6.43M
|
+$4.62M
|
+42,854
|
+257%
|
|
|
69
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$6.11M
|
+$6.1M
|
+56,483
|
New
|
|
|
70
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.68M
|
+$757K
|
+7,017
|
+15%
|
|
|
71
|
Apella Capital
West Hartford,
Connecticut
|
$5.52M
|
+$1.73M
|
+16,024
|
+46%
|
|
|
72
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.51M
|
+$5.22M
|
+48,386
|
+1,851%
|
|
|
73
|
PFS Investments
Duluth,
Georgia
|
$5.4M
|
+$2.35M
|
+21,803
|
+77%
|
|
|
74
|
James Investment Research
Alpha,
Ohio
|
$5.34M
|
+$149K
|
+1,379
|
+3%
|
|
|
75
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.19M
|
+$898K
|
+8,322
|
+21%
|
|
