|
51
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$71.8M
|
+$702K
|
+4,711
|
+1%
|
|
|
52
|
Berkshire Money Management
Dalton,
Massachusetts
|
$71.8M
|
-$2.86M
|
-19,220
|
-4%
|
|
|
53
|
Mercer Global Advisors
Denver,
Colorado
|
$71M
|
+$4.44M
|
+29,775
|
+7%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$70.9M
|
+$2.19M
|
+14,666
|
+3%
|
|
|
55
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$67.6M
|
-$5.47M
|
-36,683
|
-8%
|
|
|
56
|
Synovus Financial
Columbus,
Georgia
|
$65.6M
|
-$190K
|
-1,276
|
-0.3%
|
|
|
57
|
Rational Advisors
Huntington,
New York
|
$64.1M
|
-$11.3M
|
-76,131
|
-15%
|
|
|
58
|
Pathstone Family Office
Englewood,
New Jersey
|
$63.3M
|
+$3.09M
|
+20,748
|
+5%
|
|
|
59
|
Atria Wealth Solutions
New York
|
$62.1M
|
+$4.51M
|
+30,264
|
+8%
|
|
|
60
|
Franklin Resources
San Mateo,
California
|
$61.1M
|
+$828K
|
+5,557
|
+1%
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$56.8M
|
+$6.59M
|
+44,198
|
+13%
|
|
|
62
|
Jones Financial Companies
Des Peres,
Missouri
|
$55.9M
|
+$1.08M
|
+7,225
|
+2%
|
|
|
63
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$54.6M
|
+$477K
|
+3,203
|
+0.9%
|
|
|
64
|
Davenport & Co
Richmond,
Virginia
|
$54.2M
|
+$3.64M
|
+24,406
|
+7%
|
|
|
65
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$53.6M
|
–
|
–
|
–
|
|
|
66
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$52.9M
|
+$273K
|
+1,830
|
+0.5%
|
|
|
67
|
Cresset Asset Management
Chicago,
Illinois
|
$51.9M
|
+$6.61M
|
+44,383
|
+14%
|
|
|
68
|
VPR Management
Houston,
Texas
|
$51.2M
|
–
|
–
|
–
|
|
|
69
|
Park Avenue Securities
New York
|
$50.7M
|
+$1.71M
|
+11,446
|
+4%
|
|
|
70
|
Waverly Advisors
Birmingham,
Alabama
|
$49.7M
|
+$1.38M
|
+9,259
|
+3%
|
|
|
71
|
360 Financial
Wayzata,
Minnesota
|
$49.3M
|
–
|
–
|
–
|
|
|
72
|
Principle Wealth Partners
Madison,
Connecticut
|
$49M
|
+$191K
|
+1,282
|
+0.4%
|
|
|
73
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$49M
|
+$974K
|
+6,536
|
+2%
|
|
|
74
|
Portfolio Strategies
Monsey,
New York
|
$47.4M
|
+$46.6M
|
+312,332
|
+156,166%
|
|
|
75
|
TD Private Client Wealth
New York
|
$45.8M
|
+$110K
|
+735
|
+0.2%
|
|
