|
51
|
WBH Advisory
Baltimore,
Maryland
|
$17.9M
|
-$128K
|
-457
|
-0.7%
|
|
|
52
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$17.1M
|
+$213K
|
+764
|
+1%
|
|
|
53
|
Marotta Asset Management
Charlottesville,
Virginia
|
$16.9M
|
-$2.83M
|
-10,133
|
-15%
|
|
|
54
|
Principal Securities
Des Moines,
Iowa
|
$16.2M
|
+$1.04M
|
+3,734
|
+7%
|
|
|
55
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$16.2M
|
+$341K
|
+1,220
|
+2%
|
|
|
56
|
KCM Investment Advisors
Greenbrae,
California
|
$15.9M
|
-$114K
|
-407
|
-0.7%
|
|
|
57
|
Evergreen Capital Management
Bellevue,
Washington
|
$15.8M
|
+$5.86M
|
+20,991
|
+62%
|
|
|
58
|
HighTower Advisors
Chicago,
Illinois
|
$15.7M
|
-$640K
|
-2,291
|
-4%
|
|
|
59
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$15M
|
+$452K
|
+1,618
|
+3%
|
|
|
60
|
|
$14.4M
|
-$2.01M
|
-7,189
|
-13%
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.8M
|
+$1.39M
|
+4,969
|
+12%
|
|
|
62
|
Morningstar Investment Management
Chicago,
Illinois
|
$13.3M
|
-$1.49M
|
-5,332
|
-10%
|
|
|
63
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$13.2M
|
+$208K
|
+744
|
+2%
|
|
|
64
|
Tudor Investment Corp
Stamford,
Connecticut
|
$13.1M
|
+$12.7M
|
+45,493
|
New
|
|
|
65
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$13M
|
+$1.27M
|
+4,545
|
+11%
|
|
|
66
|
Private Advisor Group
Morristown,
New Jersey
|
$12.7M
|
+$591K
|
+2,115
|
+5%
|
|
|
67
|
Corient Private Wealth
Miami,
Florida
|
$12.7M
|
+$4.86M
|
+17,390
|
+65%
|
|
|
68
|
Titleist Asset Management
San Antonio,
Texas
|
$12.4M
|
+$991K
|
+3,548
|
+9%
|
|
|
69
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$12.2M
|
+$240K
|
+858
|
+2%
|
|
|
70
|
Kestra Advisory Services
Austin,
Texas
|
$12.2M
|
+$1.25M
|
+4,465
|
+12%
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
$12.1M
|
+$116K
|
+416
|
+1%
|
|
|
72
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$11.8M
|
-$500K
|
-1,788
|
-4%
|
|
|
73
|
Atlas Legacy Advisors
Los Angeles,
California
|
$11.5M
|
+$1.3M
|
+4,651
|
+13%
|
|
|
74
|
Axxcess Wealth Management
Carlsbad,
California
|
$11.4M
|
+$9.72M
|
+34,779
|
+729%
|
|
|
75
|
Ballast Inc
Lexington,
Kentucky
|
$11.3M
|
+$141K
|
+504
|
+1%
|
|
