|
26
|
Rockefeller Capital Management
New York
|
$9.49M
|
-$888K
|
-46,117
|
-9%
|
|
|
27
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$8.68M
|
–
|
–
|
–
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$8.55M
|
-$216K
|
-11,207
|
-2%
|
|
|
29
|
Bangor Savings Bank
Bangor,
Maine
|
$8.34M
|
-$661K
|
-34,349
|
-7%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$8.25M
|
+$1.37M
|
+70,936
|
+20%
|
|
|
31
|
Firestone Capital Management
Coral Gables,
Florida
|
$8.24M
|
+$1.47M
|
+76,248
|
+22%
|
|
|
32
|
Courage Miller Partners
Norfolk,
Virginia
|
$7.42M
|
+$291K
|
+15,103
|
+4%
|
|
|
33
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$7.06M
|
+$6.58M
|
+341,677
|
+1,402%
|
|
|
34
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.9M
|
-$35.6K
|
-1,851
|
-0.5%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$6.86M
|
+$881K
|
+45,762
|
+15%
|
|
|
36
|
L.J. Altfest & Co
New York
|
$6.61M
|
+$6.08M
|
+315,791
|
+1,184%
|
|
|
37
|
Krilogy Financial
St. Louis,
Missouri
|
$5.91M
|
-$371K
|
-19,265
|
-6%
|
|
|
38
|
Strategic Financial Planning
Plano,
Texas
|
$5.9M
|
-$447K
|
-23,219
|
-7%
|
|
|
39
|
|
$5.81M
|
+$474K
|
+24,654
|
+9%
|
|
|
40
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$5.75M
|
+$541K
|
+28,101
|
+10%
|
|
|
41
|
Vise Technologies
New York
|
$5.6M
|
+$166K
|
+8,622
|
+3%
|
|
|
42
|
Pioneer Wealth Management Group
Austin,
Texas
|
$5.42M
|
+$5.41M
|
+280,900
|
New
|
|
|
43
|
Omega Financial Group
Santa Barbara,
California
|
$5.23M
|
-$202K
|
-10,503
|
-4%
|
|
|
44
|
First National Corp
Rockland,
Massachusetts
|
$5.08M
|
+$585K
|
+30,407
|
+13%
|
|
|
45
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$5.07M
|
+$233K
|
+12,125
|
+5%
|
|
|
46
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.07M
|
-$365K
|
-18,987
|
-7%
|
|
|
47
|
Colony Group
Boston,
Massachusetts
|
$4.92M
|
+$4.28M
|
+222,244
|
+674%
|
|
|
48
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$4.86M
|
+$243K
|
+12,624
|
+5%
|
|
|
49
|
JMG Financial Group
Downers Grove,
Illinois
|
$4.83M
|
+$526K
|
+27,356
|
+12%
|
|
|
50
|
Bank of New York Mellon
New York
|
$4.78M
|
+$973K
|
+50,572
|
+26%
|
|
