|
51
|
New York Life Investment Management
New York
|
$30.9M
|
+$2.72M
|
+22,956
|
+9%
|
|
|
52
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$30.4M
|
-$10.6M
|
-89,525
|
-25%
|
|
|
53
|
Wealthcare Capital Management
Richmond,
Virginia
|
$29.8M
|
+$20.4M
|
+172,770
|
+196%
|
|
|
54
|
Evergreen Capital Management
Bellevue,
Washington
|
$28M
|
-$830K
|
-7,015
|
-3%
|
|
|
55
|
Madison Asset Management
Madison,
Wisconsin
|
$27.8M
|
+$10.2M
|
+86,045
|
+55%
|
|
|
56
|
Connectus Wealth
Cincinnati,
Ohio
|
$26.8M
|
+$9.28M
|
+78,388
|
+50%
|
|
|
57
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$25.8M
|
-$3.44M
|
-29,060
|
-11%
|
|
|
58
|
Trilogy Capital
Irvine,
California
|
$25.5M
|
-$1.9M
|
-16,041
|
-7%
|
|
|
59
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.6M
|
+$14.9M
|
+125,567
|
+140%
|
|
|
60
|
Mariner
Overland Park,
Kansas
|
$24.5M
|
+$21.7M
|
+183,077
|
+587%
|
|
|
61
|
Mather Group
Chicago,
Illinois
|
$24.2M
|
-$6.58M
|
-55,595
|
-21%
|
|
|
62
|
United Capital Financial Advisors
Irving,
Texas
|
$24M
|
-$1.62M
|
-13,678
|
-6%
|
|
|
63
|
One Day In July LLC
Burlington,
Vermont
|
$23M
|
+$626K
|
+5,288
|
+3%
|
|
|
64
|
Donoghue Forlines
Boston,
Massachusetts
|
$20.5M
|
+$3.04M
|
+25,713
|
+17%
|
|
|
65
|
Parkside Advisors
Berkeley,
California
|
$20.2M
|
+$1.11M
|
+9,381
|
+6%
|
|
|
66
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$19.3M
|
+$382K
|
+3,230
|
+2%
|
|
|
67
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$18.6M
|
+$6.79M
|
+57,389
|
+54%
|
|
|
68
|
High Probability Advisors
Pittsford,
New York
|
$17.8M
|
+$1.68M
|
+14,219
|
+10%
|
|
|
69
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$17.7M
|
+$224K
|
+1,891
|
+1%
|
|
|
70
|
Juniper Hill Capital Management
Menlo Park,
California
|
$17.5M
|
–
|
–
|
–
|
|
|
71
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$17.5M
|
+$521K
|
+4,400
|
+3%
|
|
|
72
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$17.2M
|
+$322K
|
+2,721
|
+2%
|
|
|
73
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.2M
|
+$16.7M
|
+141,382
|
+1,517%
|
|
|
74
|
Atria Wealth Solutions
New York
|
$17.2M
|
+$6.75M
|
+57,010
|
+61%
|
|
|
75
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$16.8M
|
-$179K
|
-1,510
|
-1%
|
|
