|
51
|
Trilogy Capital
Irvine,
California
|
$26.7M
|
+$2.78M
|
+22,167
|
+11%
|
|
|
52
|
Schoolcraft Capital
Boulder,
Colorado
|
$26M
|
+$893K
|
+7,115
|
+3%
|
|
|
53
|
One Day In July LLC
Burlington,
Vermont
|
$24.7M
|
-$284K
|
-2,265
|
-1%
|
|
|
54
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.3M
|
-$35.3M
|
-281,096
|
-58%
|
|
|
55
|
Wealthquest
Cincinnati,
Ohio
|
$22.3M
|
–
|
–
|
–
|
|
|
56
|
Donoghue Forlines
Boston,
Massachusetts
|
$21.6M
|
+$22.2M
|
+177,205
|
New
|
|
|
57
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$21.5M
|
-$83.7M
|
-667,376
|
-79%
|
|
|
58
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$21.1M
|
+$3.8M
|
+30,265
|
+21%
|
|
|
59
|
Parkside Advisors
Berkeley,
California
|
$21.1M
|
+$3.9M
|
+31,100
|
+22%
|
|
|
60
|
Allworth Financial
Folsom,
California
|
$20.6M
|
+$4.3M
|
+34,252
|
+26%
|
|
|
61
|
US Bancorp
Minneapolis,
Minnesota
|
$20.1M
|
-$2M
|
-15,903
|
-9%
|
|
|
62
|
Ritholtz Wealth Management
New York
|
$20M
|
+$9.14M
|
+72,869
|
+80%
|
|
|
63
|
Madison Asset Management
Madison,
Wisconsin
|
$20M
|
-$8.26M
|
-65,821
|
-29%
|
|
|
64
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$19.3M
|
+$9.67M
|
+77,083
|
+95%
|
|
|
65
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$18.8M
|
+$19.3M
|
+153,782
|
New
|
|
|
66
|
Juniper Hill Capital Management
Menlo Park,
California
|
$18.7M
|
–
|
–
|
–
|
|
|
67
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$18.2M
|
+$18.7M
|
+149,115
|
New
|
|
|
68
|
Citadel Advisors
Miami,
Florida
|
$17.7M
|
+$8.15M
|
+64,926
|
+81%
|
|
|
69
|
Connectus Wealth
Cincinnati,
Ohio
|
$17.7M
|
+$17.2M
|
+137,049
|
New
|
|
|
70
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$17.6M
|
+$18.3M
|
+146,243
|
New
|
|
|
71
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.1M
|
-$34.8M
|
-277,068
|
-66%
|
|
|
72
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$16.9M
|
+$345K
|
+2,752
|
+2%
|
|
|
73
|
MML Investors Services
Springfield,
Massachusetts
|
$16M
|
-$225K
|
-1,795
|
-1%
|
|
|
74
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$16M
|
-$446K
|
-3,558
|
-3%
|
|
|
75
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.7M
|
-$1.35M
|
-10,763
|
-8%
|
|
