|
26
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$12.7M
|
+$2.08M
|
+40,166
|
+20%
|
|
|
27
|
Mariner
Overland Park,
Kansas
|
$12.6M
|
+$3.04M
|
+58,801
|
+33%
|
|
|
28
|
Fidelity Investments
Boston,
Massachusetts
|
$11.1M
|
+$9.32M
|
+180,218
|
+677%
|
|
|
29
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$10.4M
|
+$4.49M
|
+86,823
|
+81%
|
|
|
30
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$10.3M
|
–
|
–
|
–
|
|
|
31
|
Mutual of America Capital Management
New York
|
$9.58M
|
–
|
–
|
–
|
|
|
32
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.36M
|
+$1.07M
|
+20,605
|
+13%
|
|
|
33
|
United Capital Financial Advisors
Irving,
Texas
|
$9.2M
|
-$514K
|
-9,942
|
-5%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.16M
|
-$1.05M
|
-20,380
|
-11%
|
|
|
35
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$9.07M
|
+$6.53M
|
+126,267
|
+292%
|
|
|
36
|
Parsec Financial Management
Asheville,
North Carolina
|
$8.75M
|
+$375K
|
+7,254
|
+5%
|
|
|
37
|
Clear Investment Research
Alpharetta,
Georgia
|
$8.34M
|
+$27.8K
|
+537
|
+0.3%
|
|
|
38
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$8.29M
|
-$78.5K
|
-1,518
|
-1%
|
|
|
39
|
Atria Investments
Charlotte,
North Carolina
|
$8M
|
+$854K
|
+16,519
|
+12%
|
|
|
40
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$7.56M
|
+$664K
|
+12,844
|
+10%
|
|
|
41
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$7.46M
|
-$6.65M
|
-128,576
|
-48%
|
|
|
42
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$7.36M
|
+$4.1M
|
+79,230
|
+136%
|
|
|
43
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7.29M
|
+$5.48M
|
+105,897
|
+350%
|
|
|
44
|
Opes Advisors
Cupertino,
California
|
$7.04M
|
+$3.77M
|
+72,894
|
+124%
|
|
|
45
|
Neumann Capital Management
Foster City,
California
|
$6.72M
|
+$461K
|
+8,915
|
+8%
|
|
|
46
|
Madison Investment Holdings
Madison,
Wisconsin
|
$6.68M
|
+$3.85M
|
+74,521
|
+148%
|
|
|
47
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$6.66M
|
-$112K
|
-2,159
|
-2%
|
|
|
48
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$6.64M
|
+$326K
|
+6,305
|
+5%
|
|
|
49
|
|
$6.19M
|
-$725K
|
-14,026
|
-11%
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
$6.14M
|
+$795K
|
+15,375
|
+16%
|
|
