|
26
|
D.J. St. Germain
Springfield,
Massachusetts
|
$12.7M
|
+$12.7M
|
+415,632
|
New
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$12.3M
|
+$305K
|
+9,950
|
+3%
|
|
|
28
|
|
$12M
|
+$959K
|
+31,309
|
+9%
|
|
|
29
|
Capital One Financial
Mclean,
Virginia
|
$11.9M
|
-$402K
|
-13,141
|
-3%
|
|
|
30
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.9M
|
-$23.6K
|
-772
|
-0.2%
|
|
|
31
|
Appleton Partners
Boston,
Massachusetts
|
$11.9M
|
-$1.08M
|
-35,387
|
-8%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
-$75.1K
|
-2,454
|
-0.6%
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$11.3M
|
+$2.17M
|
+70,909
|
+24%
|
|
|
34
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$11.1M
|
+$223K
|
+7,293
|
+2%
|
|
|
35
|
Ceera Investments
Bellaire,
Texas
|
$11M
|
+$630K
|
+20,594
|
+6%
|
|
|
36
|
Capital Investment Advisors
Atlanta,
Georgia
|
$10.7M
|
+$137K
|
+4,467
|
+1%
|
|
|
37
|
Portland Global Advisors
Portland,
Maine
|
$10.5M
|
+$1.51M
|
+49,455
|
+17%
|
|
|
38
|
Allworth Financial
Folsom,
California
|
$10.5M
|
+$10.5M
|
+344,087
|
New
|
|
|
39
|
Kennicott Capital Management
Corte Madera,
California
|
$10.4M
|
+$10.4M
|
+340,388
|
New
|
|
|
40
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.3M
|
-$130K
|
-4,261
|
-1%
|
|
|
41
|
Penobscot Investment Management
Boston,
Massachusetts
|
$10.1M
|
-$517K
|
-16,881
|
-5%
|
|
|
42
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$9.88M
|
+$9.89M
|
+323,014
|
New
|
|
|
43
|
Advisory Alpha
Holland,
Michigan
|
$9.81M
|
+$2.28M
|
+74,380
|
+30%
|
|
|
44
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$9.73M
|
-$575K
|
-18,776
|
-6%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.66M
|
+$127K
|
+4,132
|
+1%
|
|
|
46
|
American Portfolios Advisors
Holbrook,
New York
|
$9.37M
|
-$172K
|
-5,627
|
-2%
|
|
|
47
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$9M
|
–
|
–
|
–
|
|
|
48
|
Cabot Wealth Management
Salem,
Massachusetts
|
$8.9M
|
+$1.04M
|
+33,821
|
+13%
|
|
|
49
|
Westover Capital Advisors
Wilmington,
Delaware
|
$8.87M
|
+$569K
|
+18,592
|
+7%
|
|
|
50
|
IndexIQ Advisors
New York
|
$8.83M
|
+$1.53M
|
+50,072
|
+21%
|
|
