|
76
|
Portfolio Strategies
Monsey,
New York
|
$26M
|
-$329K
|
-5,912
|
-1%
|
|
|
77
|
Fidelity Investments
Boston,
Massachusetts
|
$25.3M
|
+$2.62M
|
+46,968
|
+13%
|
|
|
78
|
First Merchants Corp
Muncie,
Indiana
|
$25M
|
-$53K
|
-952
|
-0.2%
|
|
|
79
|
AMI Investment Management
Kendallville,
Indiana
|
$24.5M
|
+$465K
|
+8,352
|
+2%
|
|
|
80
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$23.5M
|
-$115K
|
-2,072
|
-0.5%
|
|
|
81
|
MAI Capital Management
Independence,
Ohio
|
$23.4M
|
-$185K
|
-3,320
|
-0.9%
|
|
|
82
|
Mercer Global Advisors
Denver,
Colorado
|
$22.9M
|
-$1.78M
|
-32,024
|
-8%
|
|
|
83
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$22.8M
|
+$54.4K
|
+976
|
+0.3%
|
|
|
84
|
Keebeck Wealth Management
Chicago,
Illinois
|
$22.4M
|
-$20.4M
|
-365,888
|
-50%
|
|
|
85
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.2M
|
+$2.62M
|
+47,112
|
+15%
|
|
|
86
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21.6M
|
+$3.57K
|
+64
|
+0%
|
|
|
87
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$21.5M
|
+$19.8M
|
+355,904
|
New
|
|
|
88
|
Steward Partners Investment Advisory
New York
|
$21M
|
+$289K
|
+5,184
|
+2%
|
|
|
89
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.9M
|
+$689K
|
+12,360
|
+4%
|
|
|
90
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$20.7M
|
+$250K
|
+4,480
|
+1%
|
|
|
91
|
Pathstone Holdings
Englewood,
New Jersey
|
$20.3M
|
+$17.1M
|
+307,464
|
New
|
|
|
92
|
Winthrop Capital Management
Carmel,
Indiana
|
$19.9M
|
+$18.3M
|
+328,544
|
New
|
|
|
93
|
Atria Wealth Solutions
New York
|
$19.6M
|
-$3.98M
|
-71,512
|
-18%
|
|
|
94
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$19.6M
|
-$176K
|
-3,152
|
-1%
|
|
|
95
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19.4M
|
+$2.07M
|
+37,184
|
+13%
|
|
|
96
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$18.9M
|
+$2.34M
|
+41,960
|
+15%
|
|
|
97
|
Cresset Asset Management
Chicago,
Illinois
|
$18.8M
|
+$279K
|
+5,000
|
+2%
|
|
|
98
|
Swan Capital
Pensacola,
Florida
|
$18.7M
|
+$1.66M
|
+29,808
|
+11%
|
|
|
99
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$18.7M
|
-$65.5K
|
-1,176
|
-0.4%
|
|
|
100
|
Advisory Services Network
Atlanta,
Georgia
|
$18.3M
|
+$358K
|
+6,432
|
+2%
|
|
