|
51
|
One Capital Management
Westlake Village,
California
|
$23.9M
|
+$2.07M
|
+34,141
|
+9%
|
|
|
52
|
Affinity Wealth Management
Wilmington,
Delaware
|
$23.3M
|
+$495K
|
+8,188
|
+2%
|
|
|
53
|
Davenport & Co
Richmond,
Virginia
|
$23M
|
+$5.1M
|
+84,322
|
+28%
|
|
|
54
|
|
$22.9M
|
-$54.8M
|
-906,045
|
-70%
|
|
|
55
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$22.7M
|
+$3.62M
|
+59,787
|
+18%
|
|
|
56
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$21.6M
|
-$2.4M
|
-39,671
|
-10%
|
|
|
57
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$20.2M
|
+$1.47M
|
+24,354
|
+8%
|
|
|
58
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$18.7M
|
+$1.35M
|
+22,275
|
+8%
|
|
|
59
|
Stephens Inc
Little Rock,
Arkansas
|
$18.5M
|
+$1.11M
|
+18,340
|
+6%
|
|
|
60
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.5M
|
-$1.09K
|
-18
|
-0%
|
|
|
61
|
James Investment Research
Alpha,
Ohio
|
$18.3M
|
+$3.26M
|
+53,846
|
+21%
|
|
|
62
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.9M
|
-$867K
|
-14,334
|
-5%
|
|
|
63
|
Freedom Investment Management
Hartford,
Connecticut
|
$15.6M
|
+$15.9M
|
+263,300
|
New
|
|
|
64
|
Capital Insight Partners
Scottsdale,
Arizona
|
$15.1M
|
+$15.4M
|
+254,219
|
New
|
|
|
65
|
Opus Investment Management
Worcester,
Massachusetts
|
$14M
|
–
|
–
|
–
|
|
|
66
|
MML Investors Services
Springfield,
Massachusetts
|
$14M
|
+$771K
|
+12,745
|
+6%
|
|
|
67
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$13.6M
|
+$13.8M
|
+228,821
|
New
|
|
|
68
|
Summit Wealth Partners
Orlando,
Florida
|
$12.3M
|
+$418K
|
+6,902
|
+3%
|
|
|
69
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.1M
|
-$520K
|
-8,598
|
-4%
|
|
|
70
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$11.9M
|
-$1.87M
|
-30,966
|
-13%
|
|
|
71
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.7M
|
+$1.37M
|
+22,581
|
+13%
|
|
|
72
|
Mariner
Overland Park,
Kansas
|
$11.6M
|
+$7.02M
|
+116,019
|
+147%
|
|
|
73
|
ETF Portfolio Partners
Leawood,
Kansas
|
$11.4M
|
+$12.5K
|
+206
|
+0.1%
|
|
|
74
|
MA Private Wealth
San Carlos,
California
|
$11.3M
|
+$523K
|
+8,643
|
+5%
|
|
|
75
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$11.2M
|
–
|
–
|
–
|
|
