|
26
|
GDS Wealth Management
Flower Mound,
Texas
|
$14.4M
|
+$1.59M
|
+31,504
|
+12%
|
|
|
27
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$13.7M
|
-$1.57M
|
-30,942
|
-10%
|
|
|
28
|
Prudent Investors Network
Lake Forest,
California
|
$13.1M
|
-$2.49M
|
-49,263
|
-16%
|
|
|
29
|
Compton Financial Group
Towson,
Maryland
|
$13.1M
|
+$37.2K
|
+734
|
+0.3%
|
|
|
30
|
|
$12.8M
|
-$49K
|
-968
|
-0.4%
|
|
|
31
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$12M
|
-$282K
|
-5,571
|
-2%
|
|
|
32
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$11.8M
|
-$2.81M
|
-55,482
|
-19%
|
|
|
33
|
State Street
Boston,
Massachusetts
|
$11.6M
|
+$10.9M
|
+214,983
|
+1,167%
|
|
|
34
|
Forum Private Client Group
Fishers,
Indiana
|
$11M
|
+$988K
|
+19,528
|
+10%
|
|
|
35
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$10.5M
|
+$278K
|
+5,497
|
+3%
|
|
|
36
|
Brio Consultants
San Francisco,
California
|
$10.3M
|
+$10.1M
|
+199,316
|
+4,161%
|
|
|
37
|
Portfolio Solutions
Royal Oak,
Michigan
|
$9.66M
|
+$9.82M
|
+194,047
|
New
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$8.4M
|
+$52.9K
|
+1,045
|
+0.6%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$8.31M
|
-$803K
|
-15,864
|
-9%
|
|
|
40
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$8.22M
|
-$7M
|
-138,225
|
-46%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.93M
|
+$2.07M
|
+40,934
|
+35%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$7.87M
|
+$5.39M
|
+106,506
|
+207%
|
|
|
43
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$7.44M
|
-$909K
|
-17,964
|
-11%
|
|
|
44
|
PDS Planning
Dublin,
Ohio
|
$7.18M
|
+$5.56M
|
+109,847
|
+320%
|
|
|
45
|
Occidental Asset Management
Burlingame,
California
|
$6.95M
|
+$3.32M
|
+65,602
|
+89%
|
|
|
46
|
DOHJ LLC
Seattle,
Washington
|
$6.73M
|
-$564K
|
-11,150
|
-8%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$6.43M
|
+$104K
|
+2,049
|
+2%
|
|
|
48
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$6.37M
|
-$473K
|
-9,336
|
-7%
|
|
|
49
|
Cerity Partners OCIO
New York
|
$5.88M
|
-$1.74M
|
-34,457
|
-23%
|
|
|
50
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.64M
|
-$142K
|
-2,811
|
-2%
|
|
