|
26
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4.89M
|
+$4.72M
|
+113,556
|
New
|
|
|
27
|
GeoWealth Management
Chicago,
Illinois
|
$4.84M
|
+$4.67M
|
+112,274
|
New
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.03M
|
+$1.7M
|
+40,904
|
+78%
|
|
|
29
|
Fisher Asset Management
Camas,
Washington
|
$3.86M
|
+$6.36K
|
+153
|
+0.2%
|
|
|
30
|
Summit Trail Advisors
New York
|
$3.8M
|
+$3.67M
|
+88,273
|
New
|
|
|
31
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.63M
|
+$485K
|
+11,666
|
+16%
|
|
|
32
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.39M
|
-$298K
|
-7,174
|
-8%
|
|
|
33
|
Old National Bancorp
Evansville,
Indiana
|
$3.21M
|
-$7.57K
|
-182
|
-0.2%
|
|
|
34
|
AE Wealth Management
Topeka,
Kansas
|
$3.15M
|
+$570K
|
+13,715
|
+23%
|
|
|
35
|
Quadrature Capital
London,
United Kingdom
|
$2.76M
|
+$2.67M
|
+64,096
|
New
|
|
|
36
|
World Investment Advisors
Santa Barbara,
California
|
$2.73M
|
+$2.63M
|
+63,229
|
New
|
|
|
37
|
Cerity Partners OCIO
New York
|
$2.65M
|
+$381K
|
+9,158
|
+18%
|
|
|
38
|
Brown Wealth Management
Naperville,
Illinois
|
$2.64M
|
-$258K
|
-6,195
|
-9%
|
|
|
39
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.61M
|
+$63.8K
|
+1,534
|
+3%
|
|
|
40
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.28M
|
+$668K
|
+16,060
|
+44%
|
|
|
41
|
|
$2.13M
|
+$2.06M
|
+49,484
|
New
|
|
|
42
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$2.04M
|
-$37.4K
|
-899
|
-2%
|
|
|
43
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.98M
|
+$1.55M
|
+37,356
|
+440%
|
|
|
44
|
Neuberger Berman Group
New York
|
$1.79M
|
+$1.73M
|
+41,504
|
New
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.58M
|
+$1.52M
|
+36,610
|
+228,813%
|
|
|
46
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.36M
|
+$856K
|
+20,588
|
+189%
|
|
|
47
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.33M
|
-$503K
|
-12,089
|
-28%
|
|
|
48
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.31M
|
–
|
–
|
–
|
|
|
49
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.3M
|
+$17K
|
+408
|
+1%
|
|
|
50
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.27M
|
+$103K
|
+2,474
|
+9%
|
|
