|
26
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$48.4M
|
+$29.9M
|
+301,934
|
+132%
|
|
|
27
|
Frontier Investment Management
Dallas,
Texas
|
$40.4M
|
+$2.49M
|
+25,145
|
+6%
|
|
|
28
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$40.2M
|
-$60.8M
|
-613,602
|
-58%
|
|
|
29
|
Cerity Partners OCIO
New York
|
$39.3M
|
+$421K
|
+4,253
|
+1%
|
|
|
30
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$37.9M
|
+$10.2M
|
+103,178
|
+33%
|
|
|
31
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$36.5M
|
+$1.41M
|
+14,197
|
+4%
|
|
|
32
|
First Horizon Advisors
Memphis,
Tennessee
|
$36M
|
-$452K
|
-4,563
|
-1%
|
|
|
33
|
|
$33.9M
|
+$1.11M
|
+11,207
|
+3%
|
|
|
34
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$33M
|
+$6.05M
|
+61,015
|
+20%
|
|
|
35
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$32.3M
|
-$1.08M
|
-10,941
|
-3%
|
|
|
36
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$32.2M
|
-$181K
|
-1,825
|
-0.5%
|
|
|
37
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$30.8M
|
+$51.6K
|
+521
|
+0.2%
|
|
|
38
|
Cobiz Wealth
Denver,
Colorado
|
$29.6M
|
-$295K
|
-2,974
|
-0.9%
|
|
|
39
|
Harvest Capital Management
Concord,
New Hampshire
|
$29M
|
+$1.94M
|
+19,590
|
+7%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28M
|
-$1.03M
|
-10,389
|
-3%
|
|
|
41
|
Horizon Investments
Charlotte,
North Carolina
|
$27.7M
|
-$201M
|
-2,028,828
|
-87%
|
|
|
42
|
Holt Capital Partners
Fort Worth,
Texas
|
$27.3M
|
+$711K
|
+7,179
|
+2%
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$27.1M
|
-$103K
|
-1,038
|
-0.3%
|
|
|
44
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$27M
|
+$203K
|
+2,049
|
+0.7%
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$26M
|
-$261K
|
-2,636
|
-0.9%
|
|
|
46
|
Suntrust Banks
Atlanta,
Georgia
|
$24.3M
|
+$668K
|
+6,742
|
+3%
|
|
|
47
|
DeDora Capital
Napa,
California
|
$24.1M
|
+$7.33K
|
+74
|
+0%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.8M
|
-$3.66M
|
-36,912
|
-12%
|
|
|
49
|
Csenge Advisory Group
Clearwater,
Florida
|
$23.8M
|
+$3.63M
|
+36,585
|
+16%
|
|
|
50
|
WESCAP Management Group
Glendale,
California
|
$20.5M
|
+$22.2M
|
+224,377
|
New
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