|
26
|
GDS Wealth Management
Flower Mound,
Texas
|
$13.2M
|
+$13.3M
|
+241,744
|
New
|
|
|
27
|
Regal Investment Advisors
Kentwood,
Michigan
|
$11.7M
|
+$583K
|
+10,581
|
+5%
|
|
|
28
|
Karp Capital Management
Sausalito,
California
|
$11.7M
|
+$1.12M
|
+20,357
|
+10%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$2.23M
|
+40,456
|
+25%
|
|
|
30
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$10.2M
|
+$282K
|
+5,126
|
+3%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2M
|
+$3.63M
|
+65,841
|
+55%
|
|
|
32
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$9.8M
|
+$26.6K
|
+483
|
+0.3%
|
|
|
33
|
MML Investors Services
Springfield,
Massachusetts
|
$9.06M
|
+$416K
|
+7,547
|
+5%
|
|
|
34
|
Capital One Financial
Mclean,
Virginia
|
$8.97M
|
+$3.56M
|
+64,552
|
+65%
|
|
|
35
|
Freedom Investment Management
Hartford,
Connecticut
|
$8.54M
|
-$4.37M
|
-79,405
|
-34%
|
|
|
36
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$8.33M
|
+$528K
|
+9,584
|
+7%
|
|
|
37
|
DOHJ LLC
Seattle,
Washington
|
$8.03M
|
-$20.2K
|
-367
|
-0.2%
|
|
|
38
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$7.95M
|
+$707K
|
+12,838
|
+10%
|
|
|
39
|
Parsec Financial Management
Asheville,
North Carolina
|
$7.77M
|
+$4.34M
|
+78,824
|
+124%
|
|
|
40
|
Cerity Partners OCIO
New York
|
$7.46M
|
+$662K
|
+12,026
|
+10%
|
|
|
41
|
Mirsky Financial Management
Rochester,
New York
|
$6.8M
|
+$184K
|
+3,344
|
+3%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.73M
|
+$933K
|
+16,942
|
+16%
|
|
|
43
|
Synergy Asset Management
Vancouver,
Washington
|
$6.71M
|
+$6.78M
|
+123,064
|
New
|
|
|
44
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6.53M
|
+$442K
|
+8,034
|
+7%
|
|
|
45
|
Securian Asset Management
St Paul,
Minnesota
|
$6M
|
+$153K
|
+2,780
|
+3%
|
|
|
46
|
Ackerman Capital Advisors
Dallas,
Texas
|
$5.93M
|
-$599K
|
-10,871
|
-9%
|
|
|
47
|
PDS Planning
Dublin,
Ohio
|
$5.73M
|
+$5.78M
|
+105,028
|
New
|
|
|
48
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.44M
|
–
|
–
|
–
|
|
|
49
|
State Street
Boston,
Massachusetts
|
$5.43M
|
+$3.5M
|
+63,625
|
+177%
|
|
|
50
|
Appleton Partners
Boston,
Massachusetts
|
$5.1M
|
-$30.5K
|
-554
|
-0.6%
|
|
