|
26
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$38.6M
|
+$396K
|
+5,049
|
+1%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$36.8M
|
-$3.2M
|
-40,842
|
-8%
|
|
|
28
|
Destination Wealth Management
Walnut Creek,
California
|
$36.1M
|
-$983K
|
-12,536
|
-3%
|
|
|
29
|
1ST Source Bank
South Bend,
Indiana
|
$32.6M
|
+$2.44M
|
+31,092
|
+8%
|
|
|
30
|
Linscomb Wealth
Houston,
Texas
|
$32M
|
+$989K
|
+12,608
|
+3%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.3M
|
+$257K
|
+3,271
|
+0.9%
|
|
|
32
|
Berkshire Money Management
Dalton,
Massachusetts
|
$28.2M
|
+$3.65M
|
+46,476
|
+15%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$26.2M
|
-$5.59M
|
-71,305
|
-18%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.1M
|
-$642K
|
-8,190
|
-3%
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$23.9M
|
+$3.85M
|
+49,112
|
+19%
|
|
|
36
|
Scotia Capital
Toronto,
Ontario, Canada
|
$23.8M
|
+$455K
|
+5,797
|
+2%
|
|
|
37
|
Madison Investment Holdings
Madison,
Wisconsin
|
$23.7M
|
+$549K
|
+6,999
|
+2%
|
|
|
38
|
Stratford Consulting
Addison,
Texas
|
$22.7M
|
+$783K
|
+9,978
|
+4%
|
|
|
39
|
M&T Bank
Buffalo,
New York
|
$22.5M
|
-$1.85M
|
-23,628
|
-8%
|
|
|
40
|
MAI Capital Management
Independence,
Ohio
|
$21.3M
|
+$739K
|
+9,425
|
+4%
|
|
|
41
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.5M
|
-$416K
|
-5,298
|
-2%
|
|
|
42
|
Klingman & Associates
New York
|
$20.3M
|
-$31.4K
|
-400
|
-0.2%
|
|
|
43
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.6M
|
+$2.08M
|
+26,549
|
+12%
|
|
|
44
|
Financial Counselors Inc
Overland Park,
Kansas
|
$19.6M
|
-$902K
|
-11,496
|
-4%
|
|
|
45
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$19.4M
|
-$8.36M
|
-106,529
|
-30%
|
|
|
46
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$19.1M
|
-$3.87M
|
-49,330
|
-17%
|
|
|
47
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$18.5M
|
-$1.27M
|
-16,142
|
-6%
|
|
|
48
|
Cobiz Wealth
Denver,
Colorado
|
$18.3M
|
-$174K
|
-2,220
|
-0.9%
|
|
|
49
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$18M
|
+$822K
|
+10,484
|
+5%
|
|
|
50
|
ProVise Management Group
Clearwater,
Florida
|
$17.5M
|
+$247K
|
+3,155
|
+1%
|
|
