|
51
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$26.4M
|
-$3.08M
|
-61,110
|
-11%
|
|
|
52
|
First Foundation Advisors
Irvine,
California
|
$25.6M
|
+$24.3M
|
+482,795
|
+2,283%
|
|
|
53
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$23.1M
|
+$22.9M
|
+455,190
|
New
|
|
|
54
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$23M
|
+$7.72M
|
+153,283
|
+51%
|
|
|
55
|
HM Payson & Co
Portland,
Maine
|
$22.8M
|
+$22.6M
|
+448,535
|
New
|
|
|
56
|
Beacon Pointe Advisors
Newport Beach,
California
|
$22.1M
|
+$487K
|
+9,672
|
+2%
|
|
|
57
|
Fairview Capital Investment Management
Greenbrae,
California
|
$22M
|
+$4.8M
|
+95,220
|
+28%
|
|
|
58
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$21.9M
|
+$8.96M
|
+177,805
|
+70%
|
|
|
59
|
Glovista Investments
Jersey City,
New Jersey
|
$21.8M
|
+$18.4M
|
+365,516
|
+562%
|
|
|
60
|
TownSquare Capital
Provo,
Utah
|
$21.1M
|
+$4.25M
|
+84,442
|
+25%
|
|
|
61
|
Albion Financial Group
Salt Lake City,
Utah
|
$21.1M
|
+$4.23M
|
+84,007
|
+25%
|
|
|
62
|
Webster Bank
Waterbury,
Connecticut
|
$19.2M
|
-$371K
|
-7,367
|
-2%
|
|
|
63
|
Next Capital Management
New York
|
$18.8M
|
+$6.05M
|
+120,033
|
+48%
|
|
|
64
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$18.8M
|
–
|
–
|
–
|
|
|
65
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$18.5M
|
-$5.79M
|
-114,906
|
-24%
|
|
|
66
|
Abbrea Capital
Greenbrae,
California
|
$18.4M
|
+$4.75M
|
+94,293
|
+35%
|
|
|
67
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$17.9M
|
-$590K
|
-11,716
|
-3%
|
|
|
68
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$17.5M
|
+$2.69M
|
+53,473
|
+18%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$17.4M
|
+$14.1M
|
+280,443
|
+448%
|
|
|
70
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$16.8M
|
+$7.32M
|
+145,368
|
+79%
|
|
|
71
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$16.5M
|
+$7.36M
|
+146,063
|
+82%
|
|
|
72
|
Cresset Asset Management
Chicago,
Illinois
|
$16.2M
|
+$15.4M
|
+305,738
|
+2,491%
|
|
|
73
|
Cobblestone Capital Advisors
Rochester,
New York
|
$15.9M
|
-$2.08M
|
-41,252
|
-12%
|
|
|
74
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$15.2M
|
+$2.99M
|
+59,365
|
+25%
|
|
|
75
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$14.7M
|
+$2.76M
|
+54,749
|
+23%
|
|
