|
51
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$38.3M
|
+$39.2M
|
+376,092
|
+5,272%
|
|
|
52
|
KeyBank National Association
Cleveland,
Ohio
|
$36.9M
|
-$5.23M
|
-50,157
|
-12%
|
|
|
53
|
Avalon Investment & Advisory
Houston,
Texas
|
$36.3M
|
-$32.1M
|
-307,508
|
-46%
|
|
|
54
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$35.8M
|
+$1.71M
|
+16,397
|
+5%
|
|
|
55
|
KB Financial Partners
Princeton,
New Jersey
|
$35M
|
+$3.58M
|
+34,318
|
+11%
|
|
|
56
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$34.4M
|
+$6.12M
|
+58,598
|
+21%
|
|
|
57
|
Zurich Insurance Group
Zurich,
Switzerland
|
$34.4M
|
–
|
–
|
–
|
|
|
58
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$34.2M
|
+$8.25M
|
+79,004
|
+31%
|
|
|
59
|
Parametric Portfolio Associates
Seattle,
Washington
|
$33.9M
|
+$32.2M
|
+308,305
|
+1,278%
|
|
|
60
|
Boothbay Fund Management
New York
|
$33.5M
|
+$20.1M
|
+192,828
|
+142%
|
|
|
61
|
SEI Investments
Oaks,
Pennsylvania
|
$33M
|
+$1.29M
|
+12,332
|
+4%
|
|
|
62
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$32.5M
|
+$424K
|
+4,060
|
+1%
|
|
|
63
|
Gradient Investments
Arden Hills,
Minnesota
|
$31.5M
|
-$46.4M
|
-444,846
|
-59%
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$31.2M
|
+$856K
|
+8,203
|
+3%
|
|
|
65
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$29.4M
|
-$970K
|
-9,293
|
-3%
|
|
|
66
|
Miracle Mile Advisors
Los Angeles,
California
|
$28.8M
|
+$8.14M
|
+78,026
|
+38%
|
|
|
67
|
|
$28.4M
|
–
|
–
|
–
|
|
|
68
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$26.7M
|
+$767K
|
+7,354
|
+3%
|
|
|
69
|
Willis Johnson & Associates
Houston,
Texas
|
$26.1M
|
-$2.61M
|
-24,992
|
-9%
|
|
|
70
|
Park Avenue Securities
New York
|
$25.9M
|
+$503K
|
+4,824
|
+2%
|
|
|
71
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$25.9M
|
+$438K
|
+4,197
|
+2%
|
|
|
72
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$24.7M
|
+$25.3M
|
+242,294
|
New
|
|
|
73
|
AJ Wealth Strategies
New York
|
$24.4M
|
+$316K
|
+3,027
|
+1%
|
|
|
74
|
Confluence Investment Management
St. Louis,
Missouri
|
$23.6M
|
-$15.9M
|
-152,583
|
-40%
|
|
|
75
|
AE Wealth Management
Topeka,
Kansas
|
$23.4M
|
-$69.7M
|
-668,129
|
-74%
|
|
