|
51
|
Community Financial Services Group
Newport,
Vermont
|
$53.1M
|
+$1.25M
|
+23,042
|
+2%
|
|
|
52
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$52.8M
|
+$3.24M
|
+59,763
|
+6%
|
|
|
53
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$52.7M
|
+$53M
|
+977,976
|
New
|
|
|
54
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$49M
|
–
|
–
|
–
|
|
|
55
|
MTC Wealth Management
Tampa,
Florida
|
$48.2M
|
+$2.13M
|
+39,405
|
+5%
|
|
|
56
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$47.7M
|
-$6.62M
|
-122,221
|
-12%
|
|
|
57
|
Buffington Mohr McNeal
Boise,
Idaho
|
$46.2M
|
+$1.53M
|
+28,185
|
+3%
|
|
|
58
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$46.2M
|
-$45M
|
-831,937
|
-49%
|
|
|
59
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$46.1M
|
+$3.15M
|
+58,253
|
+7%
|
|
|
60
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$44.1M
|
+$407K
|
+7,514
|
+0.9%
|
|
|
61
|
Money Design
Tokyo,
Japan
|
$43.3M
|
+$4.79M
|
+88,428
|
+12%
|
|
|
62
|
Pure Financial Advisors
San Diego,
California
|
$43.3M
|
+$8.9M
|
+164,408
|
+26%
|
|
|
63
|
Caldwell Trust
Venice,
Florida
|
$42.3M
|
+$1.45M
|
+26,757
|
+4%
|
|
|
64
|
Mather Group
Chicago,
Illinois
|
$39.2M
|
+$1.86M
|
+34,337
|
+5%
|
|
|
65
|
Parkside Investments
Deerfield,
Illinois
|
$37.8M
|
+$1.13M
|
+20,915
|
+3%
|
|
|
66
|
Huntington National Bank
Columbus,
Ohio
|
$37.5M
|
-$997K
|
-18,411
|
Closed
|
|
|
67
|
Nationwide Asset Management
Columbus,
Ohio
|
$37.3M
|
-$4.92M
|
-90,800
|
-12%
|
|
|
68
|
Zurich Insurance Group
Zurich,
Switzerland
|
$36.6M
|
+$14.5M
|
+267,660
|
+65%
|
|
|
69
|
HighTower Advisors
Chicago,
Illinois
|
$35.8M
|
+$1.28M
|
+23,554
|
+4%
|
|
|
70
|
Evensky & Katz
Coral Gables,
Florida
|
$34.4M
|
-$1.38M
|
-25,493
|
-4%
|
|
|
71
|
United Capital Financial Advisors
Irving,
Texas
|
$34.1M
|
+$463K
|
+8,547
|
+1%
|
|
|
72
|
Mercer Global Advisors
Denver,
Colorado
|
$33.9M
|
-$765K
|
-14,138
|
-2%
|
|
|
73
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$33.5M
|
+$6.48M
|
+119,625
|
+24%
|
|
|
74
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$32.9M
|
+$697K
|
+12,868
|
+2%
|
|
|
75
|
Allspring Global Investments
Charlotte,
North Carolina
|
$32.6M
|
+$32.7M
|
+604,580
|
New
|
|
