|
51
|
Peak Financial Management
Wellesley,
Massachusetts
|
$14.1M
|
-$4.59M
|
-62,200
|
-24%
|
|
|
52
|
MV Capital Management
Bethesda,
Maryland
|
$14.1M
|
+$4.77M
|
+64,670
|
+51%
|
|
|
53
|
Pacific Center for Financial Services
San Ramon,
California
|
$13.5M
|
+$59.4K
|
+805
|
+0.4%
|
|
|
54
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$13.1M
|
-$926K
|
-12,553
|
-7%
|
|
|
55
|
Suntrust Banks
Atlanta,
Georgia
|
$12.6M
|
+$2.05M
|
+27,803
|
+19%
|
|
|
56
|
ProVise Management Group
Clearwater,
Florida
|
$12.2M
|
+$519K
|
+7,032
|
+4%
|
|
|
57
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.7M
|
+$3.92M
|
+53,070
|
+51%
|
|
|
58
|
Comerica Bank
Dallas,
Texas
|
$11.6M
|
-$2.68M
|
-36,334
|
-19%
|
|
|
59
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.4M
|
-$116K
|
-1,567
|
-1%
|
|
|
60
|
Smart Money Group
Eastland,
Texas
|
$11.1M
|
+$1.43M
|
+19,417
|
+15%
|
|
|
61
|
Cetera Advisor Networks
El Segundo,
California
|
$10.6M
|
+$968K
|
+13,123
|
+10%
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$9.7M
|
-$3.16M
|
-42,809
|
-25%
|
|
|
63
|
Family Capital Trust
Peabody,
Massachusetts
|
$9.43M
|
+$2.95M
|
+39,996
|
+45%
|
|
|
64
|
Community Bank
Dewitt,
New York
|
$9.04M
|
-$12.5K
|
-170
|
-0.1%
|
|
|
65
|
|
$9.02M
|
+$9.03M
|
+122,415
|
New
|
|
|
66
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$8.7M
|
+$8.57M
|
+116,167
|
+6,114%
|
|
|
67
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8.61M
|
–
|
–
|
–
|
|
|
68
|
Colony Group
Boston,
Massachusetts
|
$8.25M
|
-$12K
|
-163
|
-0.1%
|
|
|
69
|
SimpliFi Inc
San Diego,
California
|
$8.01M
|
-$403K
|
-5,461
|
-5%
|
|
|
70
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.96M
|
+$643K
|
+8,720
|
+9%
|
|
|
71
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7.91M
|
-$109K
|
-1,475
|
-1%
|
|
|
72
|
SimplyRich
Carlsbad,
California
|
$7.84M
|
+$371K
|
+5,022
|
+5%
|
|
|
73
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.66M
|
+$1.6M
|
+21,738
|
+26%
|
|
|
74
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.44M
|
+$66.4K
|
+900
|
+0.9%
|
|
|
75
|
Planning Directions
Glen Mills,
Pennsylvania
|
$6.93M
|
+$6.94M
|
+94,035
|
New
|
|
