|
51
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.9M
|
-$18K
|
-91
|
-1%
|
|
|
52
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.9M
|
–
|
–
|
–
|
|
|
53
|
Neuberger Berman Group
New York
|
$1.87M
|
+$512K
|
+2,586
|
+42%
|
|
|
54
|
Pegasus Partners
Mequon,
Wisconsin
|
$1.86M
|
–
|
–
|
–
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.85M
|
+$140K
|
+709
|
+9%
|
|
|
56
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.84M
|
-$134K
|
-674
|
-7%
|
|
|
57
|
Hardy Reed
Tupelo,
Mississippi
|
$1.74M
|
-$150K
|
-758
|
-8%
|
|
|
58
|
Verus Financial Partners
Richmond,
Virginia
|
$1.69M
|
-$1.22M
|
-6,147
|
-44%
|
|
|
59
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.44M
|
+$675K
|
+3,405
|
+101%
|
|
|
60
|
World Investment Advisors
Santa Barbara,
California
|
$1.34M
|
-$9.62M
|
-48,554
|
-88%
|
|
|
61
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.34M
|
–
|
–
|
–
|
|
|
62
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.34M
|
+$3.57K
|
+18
|
+0.3%
|
|
|
63
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.31M
|
+$1.22M
|
+6,154
|
New
|
|
|
64
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.18M
|
+$1.78K
|
+9
|
+0.2%
|
|
|
65
|
Whittier Trust
South Pasadena,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
66
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.16M
|
-$4.56K
|
-23
|
-0.4%
|
|
|
67
|
Kestra Advisory Services
Austin,
Texas
|
$1.12M
|
+$609K
|
+3,074
|
+139%
|
|
|
68
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03M
|
-$233K
|
-1,178
|
-20%
|
|
|
69
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.02M
|
–
|
–
|
–
|
|
|
70
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$993K
|
–
|
–
|
–
|
|
|
71
|
Baker Avenue Asset Management
San Francisco,
California
|
$941K
|
+$34.5K
|
+174
|
+4%
|
|
|
72
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$928K
|
–
|
–
|
–
|
|
|
73
|
Fidelity Investments
Boston,
Massachusetts
|
$901K
|
+$52.3K
|
+264
|
+7%
|
|
|
74
|
Pathstone Holdings
Englewood,
New Jersey
|
$850K
|
+$792K
|
+3,995
|
New
|
|
|
75
|
Osaic Holdings
Scottsdale,
Arizona
|
$826K
|
-$541K
|
-2,732
|
-41%
|
|
