|
101
|
Spire Wealth Management
Mclean,
Virginia
|
$11.9M
|
-$2.71M
|
-35,950
|
-19%
|
|
|
102
|
Sentinel Trust
Houston,
Texas
|
$11.9M
|
–
|
–
|
–
|
|
|
103
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.8M
|
-$4.1M
|
-54,458
|
-26%
|
|
|
104
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.7M
|
+$12.7K
|
+169
|
+0.1%
|
|
|
105
|
Clarity Financial
Houston,
Texas
|
$11.4M
|
-$293K
|
-3,891
|
-3%
|
|
|
106
|
Creative Planning
Overland Park,
Kansas
|
$11.3M
|
+$522K
|
+6,929
|
+5%
|
|
|
107
|
InterOcean Capital Group
Nashville,
Tennessee
|
$11.2M
|
+$897K
|
+11,901
|
+9%
|
|
|
108
|
Salomon & Ludwin
Richmond,
Virginia
|
$11.2M
|
+$165K
|
+2,191
|
+2%
|
|
|
109
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$11M
|
–
|
–
|
–
|
|
|
110
|
AssetMark Inc
Concord,
California
|
$10.9M
|
+$10.7M
|
+142,203
|
+12,719%
|
|
|
111
|
Biltmore Wealth Management
Tempe,
Arizona
|
$10.8M
|
-$167K
|
-2,213
|
-2%
|
|
|
112
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.6M
|
+$1.28M
|
+16,978
|
+14%
|
|
|
113
|
Northern Trust
Chicago,
Illinois
|
$10.6M
|
+$527
|
+7
|
+0%
|
|
|
114
|
Evolution Wealth Advisors
Aventura,
Florida
|
$10.6M
|
+$720K
|
+9,557
|
+7%
|
|
|
115
|
Murphy Capital Management
Bedminster,
New Jersey
|
$10.4M
|
-$25.5K
|
-338
|
-0.2%
|
|
|
116
|
Meitav Investment House
Bene-Beraq,
Israel
|
$10.4M
|
-$9.69M
|
-128,561
|
-48%
|
|
|
117
|
Rockefeller Capital Management
New York
|
$10.4M
|
+$3.97M
|
+52,675
|
+63%
|
|
|
118
|
First Merchants Corp
Muncie,
Indiana
|
$10.3M
|
-$377K
|
-5,000
|
-4%
|
|
|
119
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.1M
|
+$391K
|
+5,190
|
+4%
|
|
|
120
|
J.W. Cole Advisors
Tampa,
Florida
|
$9.93M
|
+$1.41M
|
+18,692
|
+17%
|
|
|
121
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$9.78M
|
+$6.18M
|
+81,989
|
+175%
|
|
|
122
|
Putnam Investments
Boston,
Massachusetts
|
$9.69M
|
-$15.7M
|
-208,308
|
-62%
|
|
|
123
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.56M
|
+$3.03M
|
+40,260
|
+47%
|
|
|
124
|
|
$9.5M
|
+$9.19M
|
+121,935
|
+3,788%
|
|
|
125
|
Fidelity International
Hamilton,
Bermuda
|
$9.13M
|
-$758K
|
-10,067
|
-8%
|
|
