|
26
|
|
$13.7M
|
+$4.82M
|
+166,869
|
+56%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$12.8M
|
-$350K
|
-12,122
|
-3%
|
|
|
28
|
TIAA FSB
Jacksonville,
Florida
|
$12.8M
|
+$12.5M
|
+434,489
|
New
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
-$12.2M
|
-423,938
|
-51%
|
|
|
30
|
One Capital Management
Westlake Village,
California
|
$12M
|
+$11.8M
|
+408,388
|
New
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
+$2.78M
|
+96,381
|
+31%
|
|
|
32
|
AE Wealth Management
Topeka,
Kansas
|
$11.8M
|
-$1.83M
|
-63,416
|
-14%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.8M
|
-$469K
|
-16,246
|
-4%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.2M
|
+$1.41M
|
+48,698
|
+15%
|
|
|
35
|
Verde Capital Management
Clarkston,
Michigan
|
$10.8M
|
+$1.29M
|
+44,510
|
+14%
|
|
|
36
|
WESCAP Management Group
Glendale,
California
|
$9.3M
|
-$551K
|
-19,096
|
-6%
|
|
|
37
|
|
$9.22M
|
+$2.68M
|
+92,971
|
+42%
|
|
|
38
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$7.97M
|
+$90.4K
|
+3,132
|
+1%
|
|
|
39
|
Cypress Capital
Franklin,
Tennessee
|
$7.62M
|
+$246K
|
+8,528
|
+3%
|
|
|
40
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.99M
|
+$819K
|
+28,363
|
+14%
|
|
|
41
|
Pathstone Family Office
Englewood,
New Jersey
|
$6.5M
|
–
|
–
|
–
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.3M
|
+$1.74M
|
+60,207
|
+39%
|
|
|
43
|
NEPC LLC
Boston,
Massachusetts
|
$6.15M
|
-$304K
|
-10,523
|
-5%
|
|
|
44
|
American Trust
Lexington,
Kentucky
|
$5.76M
|
-$645K
|
-22,330
|
-11%
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.75M
|
-$1.19M
|
-41,067
|
-17%
|
|
|
46
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.43M
|
+$4.92M
|
+170,393
|
+1,234%
|
|
|
47
|
CX Institutional
Auburn,
Indiana
|
$5.29M
|
-$9.81M
|
-339,834
|
-65%
|
|
|
48
|
William Blair & Company
Chicago,
Illinois
|
$5.26M
|
-$21.7K
|
-750
|
-0.4%
|
|
|
49
|
Avantax Advisory Services
Dallas,
Texas
|
$5.15M
|
+$497K
|
+17,223
|
+11%
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$4.75M
|
+$2.82M
|
+97,780
|
+154%
|
|
