|
26
|
Naples Global Advisors
Naples,
Florida
|
$2.28M
|
+$32.2K
|
+525
|
+1%
|
|
|
27
|
State Street
Boston,
Massachusetts
|
$2.05M
|
–
|
–
|
–
|
|
|
28
|
Global Retirement Partners
San Rafael,
California
|
$2.01M
|
+$86.7K
|
+1,411
|
+4%
|
|
|
29
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.92M
|
+$1.99M
|
+32,405
|
New
|
|
|
30
|
Breakwater Investment Management
Seattle,
Washington
|
$1.87M
|
+$109K
|
+1,774
|
+6%
|
|
|
31
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$1.8M
|
+$1.87M
|
+30,479
|
New
|
|
|
32
|
Newport Capital Group
Red Bank,
New Jersey
|
$1.71M
|
+$196K
|
+3,198
|
+12%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.64M
|
+$491
|
+8
|
+0%
|
|
|
34
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.6M
|
+$27.3K
|
+444
|
+2%
|
|
|
35
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$1.33M
|
+$60.2K
|
+980
|
+5%
|
|
|
36
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.31M
|
+$43.5K
|
+709
|
+3%
|
|
|
37
|
Hobart Private Capital
Charlotte,
North Carolina
|
$1.29M
|
-$35.7K
|
-582
|
-3%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$1.29M
|
+$286K
|
+4,658
|
+27%
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.26M
|
+$136K
|
+2,211
|
+12%
|
|
|
40
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.07M
|
-$70.2K
|
-1,143
|
-6%
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$1.04M
|
-$170K
|
-2,765
|
-14%
|
|
|
42
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$976K
|
+$1.01M
|
+16,492
|
New
|
|
|
43
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$933K
|
–
|
–
|
–
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$902K
|
-$277K
|
-4,504
|
-23%
|
|
|
45
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$892K
|
+$11.7K
|
+190
|
+1%
|
|
|
46
|
Avantax Advisory Services
Dallas,
Texas
|
$871K
|
+$171K
|
+2,785
|
+23%
|
|
|
47
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$651K
|
+$10.2K
|
+166
|
+2%
|
|
|
48
|
Ascent Capital Management
Bend,
Oregon
|
$633K
|
+$657K
|
+10,693
|
New
|
|
|
49
|
KeyBank National Association
Cleveland,
Ohio
|
$589K
|
+$21.3K
|
+347
|
+4%
|
|
|
50
|
EFG Asset Management (Americas)
Miami,
Florida
|
$568K
|
+$7.12K
|
+116
|
+1%
|
|
