|
51
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$7.54M
|
-$73.1K
|
-1,252
|
-1%
|
|
|
52
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.52M
|
+$143K
|
+2,454
|
+2%
|
|
|
53
|
Lido Advisors
Los Angeles,
California
|
$7.06M
|
+$231K
|
+3,964
|
+4%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.96M
|
-$10.4K
|
-178
|
-0.2%
|
|
|
55
|
School Employees Retirement Board of Ohio
Columbus,
Ohio
|
$6.94M
|
+$6.58M
|
+112,787
|
New
|
|
|
56
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$6.89M
|
+$52.7K
|
+903
|
+0.8%
|
|
|
57
|
Merriman Wealth Management
Seattle,
Washington
|
$6.71M
|
-$226K
|
-3,874
|
-3%
|
|
|
58
|
CIC Wealth
Rockville,
Maryland
|
$6.65M
|
+$157K
|
+2,682
|
+3%
|
|
|
59
|
Corient Private Wealth
Miami,
Florida
|
$6.37M
|
+$267K
|
+4,580
|
+0.7%
|
|
|
60
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.09M
|
+$5.26M
|
+90,143
|
+1,030%
|
|
|
61
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$5.98M
|
–
|
–
|
–
|
|
|
62
|
Mariner
Overland Park,
Kansas
|
$5.91M
|
-$34.4K
|
-589
|
-0.6%
|
|
|
63
|
Modern Wealth Management
Lenexa,
Kansas
|
$5.86M
|
-$175K
|
-3,003
|
-3%
|
|
|
64
|
Executive Wealth Management
Brighton,
Michigan
|
$5.77M
|
+$5.47M
|
+93,759
|
New
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$5.73M
|
-$296K
|
-5,064
|
-5%
|
|
|
66
|
TPG Financial Advisors
Portland,
Oregon
|
$5.72M
|
-$5.33M
|
-91,290
|
-50%
|
|
|
67
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.59M
|
+$1.93K
|
+33
|
+0%
|
|
|
68
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$5.44M
|
–
|
–
|
–
|
|
|
69
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$4.97M
|
-$264K
|
-4,524
|
-5%
|
|
|
70
|
Cambridge Associates
Boston,
Massachusetts
|
$4.93M
|
–
|
–
|
–
|
|
|
71
|
Rockefeller Capital Management
New York
|
$4.72M
|
+$42.1K
|
+721
|
+1%
|
|
|
72
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.68M
|
-$380K
|
-6,514
|
-8%
|
|
|
73
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.45M
|
-$21.4K
|
-366
|
-0.5%
|
|
|
74
|
Mercer Global Advisors
Denver,
Colorado
|
$4.15M
|
-$485K
|
-8,313
|
-11%
|
|
|
75
|
Prosperity Planning
Kansas City,
Missouri
|
$4.05M
|
+$65.4K
|
+1,121
|
+2%
|
|
