|
51
|
Westwood Holdings Group
Dallas,
Texas
|
$79.4M
|
-$3.27M
|
-106,200
|
-4%
|
|
|
52
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$78.4M
|
+$17.3M
|
+561,036
|
+32%
|
|
|
53
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$77M
|
+$5.31M
|
+172,512
|
+8%
|
|
|
54
|
Karpus Investment Management
Pittsford,
New York
|
$75.8M
|
-$7.25M
|
-235,746
|
-9%
|
|
|
55
|
Vista Capital Partners
Portland,
Oregon
|
$72.8M
|
-$2.66M
|
-86,346
|
-4%
|
|
|
56
|
BOK Financial Private Wealth
Denver,
Colorado
|
$68.9M
|
+$28M
|
+910,398
|
+80%
|
|
|
57
|
Mission Wealth Management
Santa Barbara,
California
|
$67.5M
|
+$24.7M
|
+801,948
|
+67%
|
|
|
58
|
Private Advisor Group
Morristown,
New Jersey
|
$65.4M
|
+$2.21M
|
+71,712
|
+4%
|
|
|
59
|
Mercer Global Advisors
Denver,
Colorado
|
$64.3M
|
-$2.43M
|
-78,906
|
-4%
|
|
|
60
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$57.8M
|
-$320K
|
-10,404
|
-0.6%
|
|
|
61
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$57.6M
|
+$3.65M
|
+118,746
|
+7%
|
|
|
62
|
Stadion Money Management
Watkinsville,
Georgia
|
$57M
|
–
|
–
|
–
|
|
|
63
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$56.9M
|
+$6.11M
|
+198,798
|
+14%
|
|
|
64
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$55.9M
|
+$14M
|
+456,300
|
+38%
|
|
|
65
|
Bank of Hawaii
Honolulu,
Hawaii
|
$54.4M
|
-$3.55M
|
-115,548
|
-7%
|
|
|
66
|
Independence Advisors
Wayne,
Pennsylvania
|
$51.6M
|
-$716K
|
-23,286
|
-1%
|
|
|
67
|
Corrigan Financial
Middletown,
Rhode Island
|
$51.6M
|
-$1.69M
|
-54,924
|
-3%
|
|
|
68
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$51.3M
|
–
|
–
|
–
|
|
|
69
|
Peninsula Wealth
San Francisco,
California
|
$51.1M
|
+$21.4K
|
+696
|
+0%
|
|
|
70
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$50.9M
|
+$1.93M
|
+62,820
|
+4%
|
|
|
71
|
Martel Wealth Advisors
Vancouver,
Washington
|
$50.6M
|
-$1.21M
|
-39,420
|
-3%
|
|
|
72
|
Cable Hill Partners
Portland,
Oregon
|
$50.5M
|
-$704K
|
-22,878
|
-2%
|
|
|
73
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$49.9M
|
+$18.1M
|
+587,640
|
+54%
|
|
|
74
|
Destination Wealth Management
Walnut Creek,
California
|
$48.7M
|
-$6.45M
|
-209,598
|
-13%
|
|
|
75
|
US Bancorp
Minneapolis,
Minnesota
|
$48.3M
|
+$5.34M
|
+173,760
|
+14%
|
|
