|
51
|
Spire Wealth Management
Mclean,
Virginia
|
$25M
|
-$3.93M
|
-89,384
|
-12%
|
|
|
52
|
Karpus Investment Management
Pittsford,
New York
|
$24.5M
|
-$502K
|
-11,424
|
-2%
|
|
|
53
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$23.8M
|
-$2.12M
|
-48,320
|
-7%
|
|
|
54
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.7M
|
+$110K
|
+2,504
|
+0.4%
|
|
|
55
|
|
$23.3M
|
+$26.7M
|
+607,536
|
New
|
|
|
56
|
Bouchey Financial Group
Troy,
New York
|
$23.3M
|
+$6.99M
|
+158,872
|
+36%
|
|
|
57
|
Marotta Asset Management
Charlottesville,
Virginia
|
$23.2M
|
+$617K
|
+14,040
|
+2%
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$21.3M
|
+$474K
|
+10,784
|
+2%
|
|
|
59
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$20.9M
|
–
|
–
|
–
|
|
|
60
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$20.8M
|
-$87.6K
|
-1,992
|
-0.4%
|
|
|
61
|
Curtis Advisory Group
Santa Barbara,
California
|
$20.6M
|
–
|
–
|
–
|
|
|
62
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$19.7M
|
+$598K
|
+13,592
|
+3%
|
|
|
63
|
TIAA FSB
Jacksonville,
Florida
|
$18.4M
|
-$646K
|
-14,688
|
-3%
|
|
|
64
|
Mercer Global Advisors
Denver,
Colorado
|
$18.1M
|
+$3.87K
|
+88
|
+0%
|
|
|
65
|
Portfolio Strategies
Monsey,
New York
|
$17.3M
|
-$499K
|
-11,344
|
-2%
|
|
|
66
|
55I LLC
Boston,
Massachusetts
|
$17.3M
|
+$988K
|
+22,472
|
+5%
|
|
|
67
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$16.6M
|
-$1.28M
|
-29,104
|
-6%
|
|
|
68
|
Private Advisor Group
Morristown,
New Jersey
|
$16.6M
|
-$1.84M
|
-41,872
|
-9%
|
|
|
69
|
Avitas Wealth Management
Los Angeles,
California
|
$16.5M
|
+$18.9M
|
+428,968
|
New
|
|
|
70
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$16.4M
|
+$750K
|
+17,048
|
+4%
|
|
|
71
|
First Merchants Corp
Muncie,
Indiana
|
$16.4M
|
+$24.6K
|
+560
|
+0.1%
|
|
|
72
|
Steward Partners Investment Advisory
New York
|
$15.9M
|
-$380K
|
-8,648
|
-2%
|
|
|
73
|
Investment Management of Virginia
Richmond,
Virginia
|
$15.4M
|
+$70.4K
|
+1,600
|
+0.4%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15M
|
+$2.84M
|
+64,488
|
+22%
|
|
|
75
|
AMI Investment Management
Kendallville,
Indiana
|
$15M
|
-$376K
|
-8,544
|
-2%
|
|
