|
51
|
|
$16.2M
|
+$2.75M
|
+9,618
|
+19%
|
|
|
52
|
WBH Advisory
Baltimore,
Maryland
|
$16.1M
|
-$987K
|
-3,452
|
-6%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$16.1M
|
+$4.79M
|
+16,752
|
+40%
|
|
|
54
|
Principal Securities
Des Moines,
Iowa
|
$15.7M
|
+$423K
|
+1,481
|
+3%
|
|
|
55
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$15.4M
|
+$132K
|
+462
|
+0.8%
|
|
|
56
|
Morningstar Investment Management
Chicago,
Illinois
|
$15.4M
|
+$2.96M
|
+10,367
|
+22%
|
|
|
57
|
Evergreen Capital Management
Bellevue,
Washington
|
$15.4M
|
+$417K
|
+1,458
|
+3%
|
|
|
58
|
HighTower Advisors
Chicago,
Illinois
|
$15.2M
|
+$304K
|
+1,065
|
+2%
|
|
|
59
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15M
|
+$2.69M
|
+9,414
|
+21%
|
|
|
60
|
Marotta Asset Management
Charlottesville,
Virginia
|
$14.6M
|
-$1.51M
|
-5,298
|
-9%
|
|
|
61
|
KCM Investment Advisors
Greenbrae,
California
|
$14.6M
|
-$504K
|
-1,764
|
-3%
|
|
|
62
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$14.1M
|
-$112K
|
-393
|
-0.8%
|
|
|
63
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14M
|
+$1.03M
|
+3,610
|
+8%
|
|
|
64
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.2M
|
+$9.51M
|
+33,263
|
+220%
|
|
|
65
|
Fidelity Investments
Boston,
Massachusetts
|
$12.5M
|
+$1.17M
|
+4,088
|
+10%
|
|
|
66
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$12.4M
|
+$89.5K
|
+313
|
+0.7%
|
|
|
67
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.1M
|
-$2.4M
|
-8,408
|
-14%
|
|
|
68
|
Titleist Asset Management
San Antonio,
Texas
|
$11.9M
|
+$149K
|
+522
|
+1%
|
|
|
69
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$11.9M
|
+$345K
|
+1,207
|
+3%
|
|
|
70
|
Private Advisor Group
Morristown,
New Jersey
|
$11.8M
|
-$211K
|
-739
|
-2%
|
|
|
71
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11.7M
|
+$6.64M
|
+23,227
|
+117%
|
|
|
72
|
Corient Private Wealth
Miami,
Florida
|
$11.5M
|
-$12.5M
|
-43,760
|
-50%
|
|
|
73
|
Ballast Inc
Lexington,
Kentucky
|
$10.9M
|
+$231K
|
+809
|
+2%
|
|
|
74
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.9M
|
-$271K
|
-947
|
-2%
|
|
|
75
|
Axxcess Wealth Management
Carlsbad,
California
|
$10.9M
|
+$141K
|
+493
|
+1%
|
|
