|
51
|
Kestra Advisory Services
Austin,
Texas
|
$18M
|
+$276K
|
+991
|
+2%
|
|
|
52
|
Mariner
Overland Park,
Kansas
|
$17.6M
|
-$4.82M
|
-17,327
|
-23%
|
|
|
53
|
Evergreen Capital Management
Bellevue,
Washington
|
$17.4M
|
+$515K
|
+1,852
|
+3%
|
|
|
54
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.1M
|
+$592K
|
+2,128
|
+4%
|
|
|
55
|
KCM Investment Advisors
Greenbrae,
California
|
$17.1M
|
+$949K
|
+3,414
|
+6%
|
|
|
56
|
WBH Advisory
Baltimore,
Maryland
|
$17M
|
-$482K
|
-1,733
|
-3%
|
|
|
57
|
HighTower Advisors
Chicago,
Illinois
|
$16.3M
|
-$343K
|
-1,232
|
-2%
|
|
|
58
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.8M
|
+$326K
|
+1,174
|
+2%
|
|
|
59
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$15.6M
|
+$89K
|
+320
|
+0.6%
|
|
|
60
|
Morningstar Investment Management
Chicago,
Illinois
|
$15.4M
|
–
|
–
|
–
|
|
|
61
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$15.4M
|
-$1.43M
|
-5,134
|
-9%
|
|
|
62
|
Marotta Asset Management
Charlottesville,
Virginia
|
$15.2M
|
-$763K
|
-2,745
|
-5%
|
|
|
63
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.2M
|
+$634K
|
+2,281
|
+5%
|
|
|
64
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$15M
|
+$1.28M
|
+4,592
|
+10%
|
|
|
65
|
Private Advisor Group
Morristown,
New Jersey
|
$14.5M
|
+$1.38M
|
+4,959
|
+11%
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$14.3M
|
+$536K
|
+1,929
|
+4%
|
|
|
67
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$14.3M
|
+$4.18M
|
+15,035
|
+46%
|
|
|
68
|
Ballast Inc
Lexington,
Kentucky
|
$13.8M
|
+$1.65M
|
+5,929
|
+15%
|
|
|
69
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$13.3M
|
+$235K
|
+847
|
+2%
|
|
|
70
|
Titleist Asset Management
San Antonio,
Texas
|
$13.3M
|
+$168K
|
+605
|
+1%
|
|
|
71
|
Corient Private Wealth
Miami,
Florida
|
$13.1M
|
-$30.3K
|
-109
|
-0.2%
|
|
|
72
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.8M
|
-$92.6K
|
-333
|
-0.8%
|
|
|
73
|
SP Asset Management
Cupertino,
California
|
$12.6M
|
+$636K
|
+2,286
|
+6%
|
|
|
74
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.6M
|
-$339K
|
-1,219
|
-2%
|
|
|
75
|
DMKC Advisory Services
Des Moines,
Iowa
|
$12.3M
|
+$1.58M
|
+5,667
|
+16%
|
|
