|
51
|
|
$3.47M
|
+$3.29M
|
+64,696
|
+1,640%
|
|
|
52
|
BBVA USA Bancshares
Houston,
Texas
|
$3.33M
|
+$464K
|
+9,123
|
+16%
|
|
|
53
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.93M
|
+$116K
|
+2,282
|
+4%
|
|
|
54
|
Personal Capital Advisors
Redwood City,
California
|
$2.84M
|
+$147K
|
+2,881
|
+5%
|
|
|
55
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$2.69M
|
–
|
–
|
–
|
|
|
56
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$2.56M
|
+$21.1K
|
+414
|
+0.8%
|
|
|
57
|
M&T Bank
Buffalo,
New York
|
$2.55M
|
+$152K
|
+2,989
|
+6%
|
|
|
58
|
Resource Planning Group
Atlanta,
Georgia
|
$2.52M
|
+$2.54M
|
+49,864
|
New
|
|
|
59
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$2.52M
|
-$617K
|
-12,125
|
-20%
|
|
|
60
|
South Texas Money Management
San Antonio,
Texas
|
$2.44M
|
+$783K
|
+15,382
|
+47%
|
|
|
61
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.43M
|
-$432K
|
-8,492
|
-15%
|
|
|
62
|
|
$2.33M
|
-$73.3K
|
-1,440
|
-3%
|
|
|
63
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.32M
|
+$746K
|
+14,655
|
+47%
|
|
|
64
|
Prelude Capital Management
New York
|
$2.3M
|
+$2.32M
|
+45,565
|
New
|
|
|
65
|
Advisory Services Network
Atlanta,
Georgia
|
$2.12M
|
-$58.6K
|
-1,152
|
-3%
|
|
|
66
|
IberiaBank
Lafayette,
Louisiana
|
$2M
|
+$1.39M
|
+27,400
|
+224%
|
|
|
67
|
|
$1.99M
|
+$66.7K
|
+1,310
|
+3%
|
|
|
68
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.96M
|
+$382K
|
+7,501
|
+24%
|
|
|
69
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.96M
|
+$382K
|
+7,501
|
+24%
|
|
|
70
|
Lucia Wealth Services
San Diego,
California
|
$1.94M
|
+$1.95M
|
+38,337
|
New
|
|
|
71
|
Cerity Partners OCIO
New York
|
$1.89M
|
–
|
–
|
–
|
|
|
72
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.84M
|
-$211K
|
-4,151
|
-10%
|
|
|
73
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.77M
|
-$30.5K
|
-600
|
-2%
|
|
|
74
|
Citadel Advisors
Miami,
Florida
|
$1.77M
|
+$1.78M
|
+34,993
|
New
|
|
|
75
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.71M
|
+$471K
|
+9,265
|
+38%
|
|
