|
26
|
UBS Group
Zurich,
Switzerland
|
$10.7M
|
+$1.82M
|
+94,761
|
+21%
|
|
|
27
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$9.37M
|
+$2.22M
|
+115,929
|
+32%
|
|
|
28
|
|
$9.26M
|
-$175K
|
-9,111
|
-2%
|
|
|
29
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$8.79M
|
–
|
–
|
–
|
|
|
30
|
Firestone Capital Management
Coral Gables,
Florida
|
$8.76M
|
+$12.3K
|
+639
|
+0.1%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$8.56M
|
-$608K
|
-31,708
|
-6%
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$8.16M
|
-$316K
|
-16,492
|
-4%
|
|
|
33
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$7.98M
|
+$309K
|
+16,113
|
+4%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$7.86M
|
-$344K
|
-17,954
|
-4%
|
|
|
35
|
Courage Miller Partners
Norfolk,
Virginia
|
$7.84M
|
+$119K
|
+6,226
|
+2%
|
|
|
36
|
Strategic Financial Planning
Plano,
Texas
|
$6.61M
|
+$406K
|
+21,178
|
+7%
|
|
|
37
|
Tortoise Investment Management
White Plains,
New York
|
$6.43M
|
+$5.59M
|
+291,737
|
+778%
|
|
|
38
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$6.22M
|
+$286K
|
+14,890
|
+5%
|
|
|
39
|
Krilogy Financial
St. Louis,
Missouri
|
$6.21M
|
-$72.9K
|
-3,801
|
-1%
|
|
|
40
|
Pioneer Wealth Management Group
Austin,
Texas
|
$6.2M
|
+$406K
|
+21,158
|
+7%
|
|
|
41
|
Vise Technologies
New York
|
$6.03M
|
+$139K
|
+7,255
|
+2%
|
|
|
42
|
|
$5.87M
|
–
|
–
|
–
|
|
|
43
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$5.47M
|
+$384K
|
+20,049
|
+8%
|
|
|
44
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$5.45M
|
-$18.6K
|
-971
|
-0.3%
|
|
|
45
|
Omega Financial Group
Santa Barbara,
California
|
$5.16M
|
+$25.8K
|
+1,344
|
+0.5%
|
|
|
46
|
Cetera Advisor Networks
El Segundo,
California
|
$5.14M
|
+$363K
|
+18,924
|
+8%
|
|
|
47
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$5.03M
|
+$414K
|
+21,606
|
+9%
|
|
|
48
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.56M
|
-$356K
|
-18,570
|
-7%
|
|
|
49
|
JMG Financial Group
Downers Grove,
Illinois
|
$4.4M
|
-$498K
|
-25,955
|
-10%
|
|
|
50
|
|
$4.32M
|
–
|
–
|
–
|
|
