|
51
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$13M
|
+$484K
|
+3,972
|
+4%
|
|
|
52
|
Mariner
Overland Park,
Kansas
|
$12.8M
|
-$1.67M
|
-13,733
|
-11%
|
|
|
53
|
Principal Securities
Des Moines,
Iowa
|
$12.7M
|
–
|
–
|
–
|
|
|
54
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$12.5M
|
-$216K
|
-1,770
|
-2%
|
|
|
55
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.4M
|
+$2.98M
|
+24,425
|
+31%
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12M
|
+$1.34M
|
+10,978
|
+12%
|
|
|
57
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$12M
|
+$259K
|
+2,126
|
+2%
|
|
|
58
|
Winthrop Capital Management
Carmel,
Indiana
|
$11.9M
|
+$1.75M
|
+14,355
|
+17%
|
|
|
59
|
Cresset Asset Management
Chicago,
Illinois
|
$11.6M
|
+$618K
|
+5,070
|
+6%
|
|
|
60
|
Allen Investment Management
New York
|
$11.5M
|
+$3.86M
|
+31,689
|
+49%
|
|
|
61
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11.4M
|
-$129K
|
-1,057
|
-1%
|
|
|
62
|
Atria Wealth Solutions
New York
|
$11.3M
|
-$3.05M
|
-25,029
|
-21%
|
|
|
63
|
Marmo Financial Group
Johnson City,
Tennessee
|
$11.1M
|
+$7.79M
|
+63,898
|
+219%
|
|
|
64
|
EWG Elevate
Roseville,
California
|
$10.7M
|
-$2.45M
|
-20,122
|
-18%
|
|
|
65
|
Prudential plc
London, England,
United Kingdom
|
$10.7M
|
-$9.75M
|
-80,000
|
-47%
|
|
|
66
|
|
$10.6M
|
-$182K
|
-1,497
|
-2%
|
|
|
67
|
Northeast Financial Consultants
Westport,
Connecticut
|
$9.65M
|
+$219K
|
+1,798
|
+2%
|
|
|
68
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$9.58M
|
-$773K
|
-6,341
|
-7%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$9.42M
|
+$379K
|
+3,109
|
+4%
|
|
|
70
|
Chai Trust Company
Chicago,
Illinois
|
$9.18M
|
–
|
–
|
–
|
|
|
71
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.97M
|
-$218K
|
-1,789
|
-2%
|
|
|
72
|
Callan Capital
La Jolla,
California
|
$8.38M
|
-$128K
|
-1,051
|
-1%
|
|
|
73
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$8.36M
|
+$336K
|
+2,761
|
+4%
|
|
|
74
|
Wall Street Financial Group
Carlinville,
Illinois
|
$8.36M
|
-$68.1K
|
-559
|
-0.8%
|
|
|
75
|
Cavalier Investments
Alpharetta,
Georgia
|
$8.2M
|
-$14.4K
|
-118
|
-0.2%
|
|
