|
51
|
Thoma Capital Management
Towson,
Maryland
|
$32.8M
|
+$2.39M
|
+45,789
|
+8%
|
|
|
52
|
NFP Retirement Inc
Aliso Viejo,
California
|
$32.4M
|
+$31.7M
|
+608,097
|
New
|
|
|
53
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$31.6M
|
-$5.25M
|
-100,552
|
-14%
|
|
|
54
|
ProVise Management Group
Clearwater,
Florida
|
$30.1M
|
-$349K
|
-6,680
|
-1%
|
|
|
55
|
Fiduciary Trust
Boston,
Massachusetts
|
$29.7M
|
+$1.19M
|
+22,805
|
+4%
|
|
|
56
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$28M
|
+$1.61M
|
+30,922
|
+6%
|
|
|
57
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$27.4M
|
+$621K
|
+11,896
|
+2%
|
|
|
58
|
Graypoint LLC
Albany,
New York
|
$25.6M
|
+$11.2K
|
+215
|
+0%
|
|
|
59
|
Hancock Whitney
Gulfport,
Mississippi
|
$24.1M
|
+$10.8M
|
+207,556
|
+85%
|
|
|
60
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$23.8M
|
+$381K
|
+7,292
|
+2%
|
|
|
61
|
American Family Investments
Madison,
Wisconsin
|
$22.6M
|
–
|
–
|
–
|
|
|
62
|
GDS Wealth Management
Flower Mound,
Texas
|
$22.6M
|
+$964K
|
+18,464
|
+5%
|
|
|
63
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$22.2M
|
+$1.17M
|
+22,492
|
+6%
|
|
|
64
|
Gradient Investments
Arden Hills,
Minnesota
|
$21.7M
|
-$348K
|
-6,662
|
-2%
|
|
|
65
|
Syon Capital
San Francisco,
California
|
$20.4M
|
-$589K
|
-11,286
|
-3%
|
|
|
66
|
Avidian Wealth Enterprises
Houston,
Texas
|
$19.8M
|
+$969K
|
+18,573
|
+5%
|
|
|
67
|
|
$19.7M
|
+$795K
|
+15,238
|
+4%
|
|
|
68
|
BCK Partners
Corning,
New York
|
$19.3M
|
+$178K
|
+3,415
|
+0.9%
|
|
|
69
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$18.6M
|
+$263K
|
+5,046
|
+1%
|
|
|
70
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$18.5M
|
+$175K
|
+3,349
|
+1%
|
|
|
71
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$18.4M
|
-$14.2K
|
-272
|
-0.1%
|
|
|
72
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$18.3M
|
+$122K
|
+2,337
|
+0.7%
|
|
|
73
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$18.1M
|
-$729K
|
-13,973
|
-4%
|
|
|
74
|
Summit Wealth Group
White River Junction,
Vermont
|
$18.1M
|
+$12.5M
|
+239,992
|
+241%
|
|
|
75
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$18M
|
–
|
–
|
–
|
|
