|
51
|
Estate Counselors
Thiensville,
Wisconsin
|
$2.12M
|
–
|
–
|
–
|
|
|
52
|
Veritable
Wilmington,
Delaware
|
$2.06M
|
–
|
–
|
–
|
|
|
53
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2M
|
+$1.93M
|
+14,175
|
New
|
|
|
54
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.94M
|
–
|
–
|
–
|
|
|
55
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1.71M
|
-$643K
|
-4,730
|
-28%
|
|
|
56
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.6M
|
–
|
–
|
–
|
|
|
57
|
TIAA CREF Trust
St Louis,
Missouri
|
$1.53M
|
-$720K
|
-5,291
|
-33%
|
|
|
58
|
Segment Wealth Management
Houston,
Texas
|
$1.41M
|
+$149K
|
+1,096
|
+12%
|
|
|
59
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.38M
|
-$45K
|
-331
|
-3%
|
|
|
60
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.34M
|
-$303K
|
-2,226
|
-19%
|
|
|
61
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
+$338K
|
+2,486
|
+36%
|
|
|
62
|
Cerity Partners OCIO
New York
|
$1.29M
|
-$21.9K
|
-161
|
-2%
|
|
|
63
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$1.27M
|
+$1.22M
|
+8,980
|
New
|
|
|
64
|
Concert Wealth Management
San Jose,
California
|
$1.25M
|
+$54.7K
|
+402
|
+5%
|
|
|
65
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.2M
|
-$283K
|
-2,082
|
-20%
|
|
|
66
|
IFP Advisors
Tampa,
Florida
|
$1.18M
|
+$1.05M
|
+7,693
|
+1,196%
|
|
|
67
|
First Allied Advisory Services
San Diego,
California
|
$1.17M
|
+$519K
|
+3,818
|
+86%
|
|
|
68
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.14M
|
-$78.6K
|
-578
|
-7%
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$1.12M
|
+$621K
|
+4,567
|
+135%
|
|
|
70
|
Credit Suisse
Zurich,
Switzerland
|
$1.05M
|
+$658K
|
+4,838
|
+185%
|
|
|
71
|
Round Table Services
Westfield,
New Jersey
|
$1.03M
|
–
|
–
|
–
|
|
|
72
|
IFC Holdings
Tampa,
Florida
|
$1M
|
+$267K
|
+1,960
|
+38%
|
|
|
73
|
Next Financial Group
Houston,
Texas
|
$993K
|
+$459K
|
+3,375
|
+92%
|
|
|
74
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$982K
|
–
|
–
|
–
|
|
|
75
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$980K
|
+$483K
|
+3,555
|
+105%
|
|
