|
26
|
Cerity Partners OCIO
New York
|
$1.81M
|
+$235K
|
+4,756
|
+15%
|
|
|
27
|
Bank of New York Mellon
New York
|
$1.8M
|
+$1.8M
|
+36,514
|
New
|
|
|
28
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.53M
|
+$172K
|
+3,473
|
+13%
|
|
|
29
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.45M
|
–
|
–
|
–
|
|
|
30
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.4M
|
+$578K
|
+11,690
|
+70%
|
|
|
31
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.36M
|
+$80K
|
+1,618
|
+6%
|
|
|
33
|
Virtu KCG Holdings
New York
|
$1.26M
|
+$571K
|
+11,552
|
+82%
|
|
|
34
|
CPWM LLC
Seattle,
Washington
|
$1.21M
|
+$98.9K
|
+2,000
|
+9%
|
|
|
35
|
Snowden Capital Advisors
New York
|
$1.14M
|
+$92.1K
|
+1,863
|
+9%
|
|
|
36
|
Empirical Wealth Management
Seattle,
Washington
|
$1.12M
|
-$12.4K
|
-250
|
-1%
|
|
|
37
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$1.11M
|
-$4.94K
|
-100
|
-0.4%
|
|
|
38
|
Advisor Group
Phoenix,
Arizona
|
$1.05M
|
+$89.7K
|
+1,814
|
+9%
|
|
|
39
|
Alesco Advisors
Pittsford,
New York
|
$1.05M
|
+$211K
|
+4,275
|
+25%
|
|
|
40
|
|
$1.05M
|
+$159K
|
+3,209
|
+18%
|
|
|
41
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.02M
|
+$610K
|
+12,337
|
+145%
|
|
|
42
|
Darwin Wealth Management
Tampa,
Florida
|
$999K
|
-$14.4K
|
-291
|
-1%
|
|
|
43
|
|
$953K
|
+$627K
|
+12,679
|
+189%
|
|
|
44
|
First Personal Financial Services
Charlotte,
North Carolina
|
$944K
|
-$494
|
-10
|
-0.1%
|
|
|
45
|
MSI Financial Services
Springfield,
Massachusetts
|
$918K
|
+$103K
|
+2,087
|
+13%
|
|
|
46
|
Davenport & Co
Richmond,
Virginia
|
$902K
|
+$74.1K
|
+1,500
|
+9%
|
|
|
47
|
First Trust Advisors
Wheaton,
Illinois
|
$893K
|
-$171K
|
-3,462
|
-16%
|
|
|
48
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$852K
|
+$43.7K
|
+885
|
+5%
|
|
|
49
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$831K
|
+$791
|
+16
|
+0.1%
|
|
|
50
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$789K
|
–
|
–
|
–
|
|
