|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
-$681K
|
-11,851
|
-5%
|
|
|
27
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.5M
|
+$3.94M
|
+68,645
|
+47%
|
|
|
28
|
Aspiriant LLC
Los Angeles,
California
|
$12.2M
|
-$1.49M
|
-25,991
|
-11%
|
|
|
29
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$11M
|
-$14.5K
|
-252
|
-0.1%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.8M
|
-$880K
|
-15,318
|
-8%
|
|
|
31
|
|
$10.4M
|
-$17.6M
|
-306,294
|
-63%
|
|
|
32
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$10.2M
|
+$2.71M
|
+47,120
|
+37%
|
|
|
33
|
Madison Investment Holdings
Madison,
Wisconsin
|
$10.1M
|
+$387K
|
+6,744
|
+4%
|
|
|
34
|
United Capital Financial Advisors
Irving,
Texas
|
$9.73M
|
-$444K
|
-7,731
|
-4%
|
|
|
35
|
Parsec Financial Management
Asheville,
North Carolina
|
$9.55M
|
-$47.6K
|
-828
|
-0.5%
|
|
|
36
|
Atria Investments
Charlotte,
North Carolina
|
$9.24M
|
+$484K
|
+8,422
|
+6%
|
|
|
37
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8.87M
|
+$46.9K
|
+817
|
+0.5%
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$8.71M
|
+$356K
|
+6,204
|
+4%
|
|
|
39
|
Clear Investment Research
Alpharetta,
Georgia
|
$8.7M
|
+$998K
|
+17,371
|
+13%
|
|
|
40
|
Opes Advisors
Cupertino,
California
|
$8.18M
|
+$158K
|
+2,750
|
+2%
|
|
|
41
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$7.95M
|
–
|
–
|
–
|
|
|
42
|
Private Advisor Group
Morristown,
New Jersey
|
$7.67M
|
-$511K
|
-8,886
|
-6%
|
|
|
43
|
Neumann Capital Management
Foster City,
California
|
$7.58M
|
+$3.22K
|
+56
|
+0%
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.51M
|
+$552K
|
+9,612
|
+8%
|
|
|
45
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$7.4M
|
-$3.35M
|
-58,304
|
-31%
|
|
|
46
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$7.18M
|
-$134K
|
-2,336
|
-2%
|
|
|
47
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$6.95M
|
+$6.87M
|
+119,590
|
New
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.84M
|
+$314K
|
+5,462
|
+5%
|
|
|
49
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$6.81M
|
-$177K
|
-3,089
|
-3%
|
|
|
50
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$6.79M
|
-$452K
|
-7,860
|
-6%
|
|
