|
51
|
WBH Advisory
Baltimore,
Maryland
|
$66.3M
|
-$979K
|
-11,200
|
-2%
|
|
|
52
|
Spire Wealth Management
Mclean,
Virginia
|
$64.3M
|
-$3.22M
|
-36,824
|
-5%
|
|
|
53
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$63.7M
|
+$2.64M
|
+30,216
|
+5%
|
|
|
54
|
AssetMark Inc
Concord,
California
|
$63.6M
|
+$13M
|
+149,136
|
+28%
|
|
|
55
|
Corient Private Wealth
Miami,
Florida
|
$62.9M
|
+$9.67M
|
+110,704
|
+20%
|
|
|
56
|
KCM Investment Advisors
Greenbrae,
California
|
$62.4M
|
+$847K
|
+9,688
|
+1%
|
|
|
57
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$61.4M
|
–
|
–
|
–
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$58.6M
|
+$2.45M
|
+28,088
|
+5%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$57.4M
|
+$2.95M
|
+33,800
|
+6%
|
|
|
60
|
MAI Capital Management
Independence,
Ohio
|
$57.2M
|
+$250K
|
+2,864
|
+0.5%
|
|
|
61
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$56.4M
|
-$1.32M
|
-15,120
|
-2%
|
|
|
62
|
Comerica Bank
Dallas,
Texas
|
$54.1M
|
-$3.9M
|
-44,648
|
-7%
|
|
|
63
|
Barclays
London,
United Kingdom
|
$53.6M
|
+$9.73M
|
+111,368
|
+24%
|
|
|
64
|
Fidelity Investments
Boston,
Massachusetts
|
$53.4M
|
+$2.07M
|
+23,696
|
+4%
|
|
|
65
|
Fisher Asset Management
Camas,
Washington
|
$50.2M
|
+$2.66M
|
+30,424
|
+6%
|
|
|
66
|
Private Advisor Group
Morristown,
New Jersey
|
$50.2M
|
+$719K
|
+8,232
|
+2%
|
|
|
67
|
AMI Investment Management
Kendallville,
Indiana
|
$50.2M
|
+$1.91M
|
+21,808
|
+4%
|
|
|
68
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$50.1M
|
+$484K
|
+5,544
|
+1%
|
|
|
69
|
Jones Financial Companies
Des Peres,
Missouri
|
$48.1M
|
+$7.39M
|
+84,520
|
+19%
|
|
|
70
|
Harbour Investments
Madison,
Wisconsin
|
$47.5M
|
+$1.55M
|
+17,744
|
+4%
|
|
|
71
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$47M
|
-$477K
|
-5,464
|
-1%
|
|
|
72
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$45.5M
|
+$349K
|
+3,992
|
+0.8%
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$45.4M
|
+$8.07M
|
+92,320
|
+23%
|
|
|
74
|
Steward Partners Investment Advisory
New York
|
$44.9M
|
+$5M
|
+57,216
|
+13%
|
|
|
75
|
Madison Asset Management
Madison,
Wisconsin
|
$44.7M
|
+$685K
|
+7,840
|
+2%
|
|
