|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$88.5M
|
–
|
–
|
–
|
|
|
52
|
Morningstar Investment Services
Chicago,
Illinois
|
$86.7M
|
-$19.4M
|
-525,906
|
-19%
|
|
|
53
|
Westwood Holdings Group
Dallas,
Texas
|
$86.5M
|
-$2.8M
|
-75,780
|
-3%
|
|
|
54
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$85.7M
|
-$3.22M
|
-87,282
|
-4%
|
|
|
55
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$84.7M
|
-$1.95M
|
-52,728
|
-2%
|
|
|
56
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$81.8M
|
+$11.9M
|
+322,002
|
+18%
|
|
|
57
|
Karpus Investment Management
Pittsford,
New York
|
$81.6M
|
-$3.63M
|
-98,196
|
-4%
|
|
|
58
|
BOK Financial Private Wealth
Denver,
Colorado
|
$80.3M
|
+$2.64M
|
+71,496
|
+3%
|
|
|
59
|
Vista Capital Partners
Portland,
Oregon
|
$78.9M
|
-$3.03M
|
-82,194
|
-4%
|
|
|
60
|
Private Advisor Group
Morristown,
New Jersey
|
$68.6M
|
-$511K
|
-13,842
|
-0.7%
|
|
|
61
|
Mercer Global Advisors
Denver,
Colorado
|
$68M
|
-$4.26M
|
-115,308
|
-6%
|
|
|
62
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$66.3M
|
+$5.25M
|
+142,206
|
+9%
|
|
|
63
|
Stadion Money Management
Watkinsville,
Georgia
|
$64.2M
|
–
|
–
|
–
|
|
|
64
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$64.1M
|
+$19M
|
+514,320
|
+44%
|
|
|
65
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$63.6M
|
-$1.5M
|
-40,686
|
-2%
|
|
|
66
|
Bank of Hawaii
Honolulu,
Hawaii
|
$63.4M
|
+$2.12M
|
+57,318
|
+4%
|
|
|
67
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$63.1M
|
-$1.74M
|
-47,070
|
-3%
|
|
|
68
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$61.5M
|
-$1.43M
|
-38,712
|
-2%
|
|
|
69
|
Avantax Advisory Services
Dallas,
Texas
|
$59M
|
+$25.6M
|
+693,798
|
+81%
|
|
|
70
|
Peninsula Wealth
San Francisco,
California
|
$56M
|
-$1.51M
|
-40,944
|
-3%
|
|
|
71
|
US Bancorp
Minneapolis,
Minnesota
|
$55.6M
|
+$1.21M
|
+32,898
|
+2%
|
|
|
72
|
Cable Hill Partners
Portland,
Oregon
|
$55.6M
|
-$1.21M
|
-32,706
|
-2%
|
|
|
73
|
Corrigan Financial
Middletown,
Rhode Island
|
$55.3M
|
-$2.68M
|
-72,696
|
-5%
|
|
|
74
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$55.1M
|
-$2.21M
|
-59,736
|
-4%
|
|
|
75
|
Martel Wealth Advisors
Vancouver,
Washington
|
$55.1M
|
-$1.88M
|
-51,012
|
-3%
|
|
