|
26
|
Private Ocean
San Rafael,
California
|
$8.15M
|
-$1.03M
|
-16,394
|
-10%
|
|
|
27
|
Howland Capital Management
Boston,
Massachusetts
|
$7.79M
|
+$2.81M
|
+44,710
|
+44%
|
|
|
28
|
Nottingham Advisors
Amherst,
New York
|
$7.39M
|
+$1.27M
|
+20,184
|
+17%
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$6.86M
|
+$6.81M
|
+108,241
|
+520%
|
|
|
30
|
KeyBank National Association
Cleveland,
Ohio
|
$6.24M
|
+$3.81M
|
+60,573
|
+107%
|
|
|
31
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.19M
|
-$1.43M
|
-22,662
|
-16%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$5.76M
|
-$6.85M
|
-108,806
|
-50%
|
|
|
33
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.52M
|
–
|
–
|
–
|
|
|
34
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$5.5M
|
+$813K
|
+12,918
|
+14%
|
|
|
35
|
Parsec Financial Management
Asheville,
North Carolina
|
$5M
|
+$3.51M
|
+55,847
|
+146%
|
|
|
36
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.66M
|
+$987K
|
+15,685
|
+22%
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.31M
|
+$23.2K
|
+368
|
+0.5%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.2M
|
+$907K
|
+14,417
|
+22%
|
|
|
39
|
Natixis Advisors
Boston,
Massachusetts
|
$4.01M
|
+$374K
|
+5,945
|
+9%
|
|
|
40
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$3.93M
|
+$4.65M
|
+73,915
|
New
|
|
|
41
|
Windsor Capital Management
Phoenix,
Arizona
|
$3.84M
|
+$403K
|
+6,411
|
+10%
|
|
|
42
|
SEI Investments
Oaks,
Pennsylvania
|
$3.83M
|
-$394K
|
-6,254
|
-8%
|
|
|
43
|
Cetera Advisor Networks
El Segundo,
California
|
$3.57M
|
-$364K
|
-5,788
|
-8%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.36M
|
+$3.97M
|
+63,133
|
New
|
|
|
45
|
LPL Financial
San Diego,
California
|
$2.97M
|
+$390K
|
+6,199
|
+12%
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
$2.87M
|
+$136K
|
+2,161
|
+4%
|
|
|
47
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$2.66M
|
+$3.14M
|
+49,948
|
New
|
|
|
48
|
Mission Wealth Management
Santa Barbara,
California
|
$2.54M
|
+$2.03M
|
+32,324
|
+210%
|
|
|
49
|
C-J Advisory
San Jose,
California
|
$2.25M
|
+$674K
|
+10,716
|
+34%
|
|
|
50
|
BSW Wealth Partners
Boulder,
Colorado
|
$2.23M
|
-$901K
|
-14,318
|
-25%
|
|
