|
51
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$20.9M
|
+$819K
|
+13,766
|
+4%
|
|
|
52
|
|
$20.4M
|
-$16.8M
|
-281,720
|
-45%
|
|
|
53
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$20.3M
|
-$1.21M
|
-20,394
|
-6%
|
|
|
54
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$20M
|
–
|
–
|
–
|
|
|
55
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$19.3M
|
+$19.4M
|
+326,159
|
New
|
|
|
56
|
Albion Financial Group
Salt Lake City,
Utah
|
$19.3M
|
+$5.07M
|
+85,244
|
+35%
|
|
|
57
|
Stephens Inc
Little Rock,
Arkansas
|
$18.7M
|
-$510K
|
-8,567
|
-3%
|
|
|
58
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$17M
|
+$356K
|
+5,972
|
+2%
|
|
|
59
|
1900 Wealth Management
San Antonio,
Texas
|
$16.9M
|
+$6.62M
|
+111,172
|
+64%
|
|
|
60
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.7M
|
+$689K
|
+11,578
|
+4%
|
|
|
61
|
Caldwell Trust
Venice,
Florida
|
$16.2M
|
+$1.75M
|
+29,330
|
+12%
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$16M
|
+$799K
|
+13,423
|
+5%
|
|
|
63
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$15.9M
|
-$10.1M
|
-169,493
|
-39%
|
|
|
64
|
BCK Partners
Corning,
New York
|
$15.9M
|
+$1.53M
|
+25,654
|
+11%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.4M
|
-$1.2M
|
-20,170
|
-7%
|
|
|
66
|
R.M. Davis Inc
Portland,
Maine
|
$14.9M
|
+$1.98M
|
+33,343
|
+15%
|
|
|
67
|
ProVise Management Group
Clearwater,
Florida
|
$14.8M
|
+$3.05M
|
+51,218
|
+26%
|
|
|
68
|
Verition Fund Management
Greenwich,
Connecticut
|
$14.6M
|
+$14.6M
|
+245,827
|
New
|
|
|
69
|
James Investment Research
Alpha,
Ohio
|
$14.4M
|
+$268K
|
+4,502
|
+2%
|
|
|
70
|
Madison Asset Management
Madison,
Wisconsin
|
$14M
|
+$5.11M
|
+85,904
|
+57%
|
|
|
71
|
Summit Wealth Partners
Orlando,
Florida
|
$14M
|
+$675K
|
+11,333
|
+5%
|
|
|
72
|
Client First Capital
San Diego,
California
|
$13.9M
|
+$14M
|
+234,823
|
New
|
|
|
73
|
Freedom Investment Management
Hartford,
Connecticut
|
$13M
|
-$1.12M
|
-18,805
|
-8%
|
|
|
74
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$12.6M
|
-$12.7M
|
-213,477
|
-50%
|
|
|
75
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.5M
|
+$173K
|
+2,911
|
+1%
|
|
