|
51
|
Destination Wealth Management
Walnut Creek,
California
|
$18.8M
|
–
|
–
|
–
|
|
|
52
|
Summit Equities
Parsippany,
New Jersey
|
$18.5M
|
+$404K
|
+5,154
|
+2%
|
|
|
53
|
Nadler Financial Group
Deerfield,
Illinois
|
$17.7M
|
+$1.85M
|
+23,579
|
+12%
|
|
|
54
|
Natixis Advisors
Boston,
Massachusetts
|
$17.4M
|
-$17.3M
|
-220,810
|
-51%
|
|
|
55
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.1M
|
+$940K
|
+11,991
|
+6%
|
|
|
56
|
TD Capital Management
Memphis,
Tennessee
|
$17M
|
-$4.97M
|
-63,382
|
-24%
|
|
|
57
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.9M
|
+$1.04M
|
+13,317
|
+7%
|
|
|
58
|
Courier Capital
Buffalo,
New York
|
$16.9M
|
+$49K
|
+625
|
+0.3%
|
|
|
59
|
Old National Bancorp
Evansville,
Indiana
|
$16.7M
|
-$253K
|
-3,228
|
-2%
|
|
|
60
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.1M
|
-$9.59M
|
-122,262
|
-38%
|
|
|
61
|
Arrow Investment Advisors
Laurel,
Maryland
|
$16M
|
-$3.68M
|
-46,956
|
-19%
|
|
|
62
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$15.7M
|
+$667K
|
+8,506
|
+5%
|
|
|
63
|
Planning Alternatives
Birmingham,
Michigan
|
$15.3M
|
-$517K
|
-6,598
|
-3%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$15.3M
|
+$47.4K
|
+605
|
+0.3%
|
|
|
65
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$13.7M
|
+$676K
|
+8,619
|
+5%
|
|
|
66
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$13.4M
|
-$176K
|
-2,245
|
-1%
|
|
|
67
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$13.1M
|
-$6.71M
|
-85,572
|
-35%
|
|
|
68
|
American International Group
New York
|
$13M
|
+$87.6K
|
+1,117
|
+0.7%
|
|
|
69
|
Condor Capital Management
Martinsville,
New Jersey
|
$12.8M
|
+$319K
|
+4,072
|
+3%
|
|
|
70
|
Blue Edge Capital
Richmond,
Virginia
|
$12.7M
|
-$310K
|
-3,959
|
-3%
|
|
|
71
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$12.4M
|
-$5.16M
|
-65,826
|
-30%
|
|
|
72
|
|
$12.4M
|
+$10.4M
|
+132,750
|
+764%
|
|
|
73
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.4M
|
-$190K
|
-2,425
|
-2%
|
|
|
74
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.1M
|
+$5.26M
|
+67,049
|
+84%
|
|
|
75
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.9M
|
+$1.28M
|
+16,372
|
+13%
|
|
