|
26
|
Simplicity Wealth
Summit,
New Jersey
|
$12.5M
|
-$108K
|
-1,518
|
-0.9%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$11.8M
|
+$123K
|
+1,730
|
+1%
|
|
|
28
|
CWA Asset Management Group
Naples,
Florida
|
$11.7M
|
+$422K
|
+5,928
|
+4%
|
|
|
29
|
Berger Financial Group
Plymouth,
Minnesota
|
$10.5M
|
+$260K
|
+3,650
|
+3%
|
|
|
30
|
Brio Consultants
San Francisco,
California
|
$10.5M
|
-$1.91M
|
-26,817
|
-16%
|
|
|
31
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$9.33M
|
-$49.9K
|
-701
|
-0.6%
|
|
|
32
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.73M
|
-$185K
|
-2,599
|
-2%
|
|
|
33
|
Congress Asset Management
Boston,
Massachusetts
|
$8.35M
|
+$3.96M
|
+55,604
|
+96%
|
|
|
34
|
SigFig Wealth Management
San Francisco,
California
|
$8.14M
|
+$1.1M
|
+15,448
|
+16%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8M
|
-$1.31M
|
-18,388
|
-14%
|
|
|
36
|
Westwood Holdings Group
Dallas,
Texas
|
$7.71M
|
+$7.45M
|
+104,512
|
New
|
|
|
37
|
Harbor Capital Advisors
Chicago,
Illinois
|
$7.52M
|
-$3.06M
|
-42,963
|
-30%
|
|
|
38
|
Rossby Financial
Melbourne,
Florida
|
$7.43M
|
+$589K
|
+8,266
|
+9%
|
|
|
39
|
Curi RMB Capital
Chicago,
Illinois
|
$7.37M
|
+$3.46M
|
+48,550
|
+94%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$7.25M
|
-$1.07M
|
-15,007
|
-13%
|
|
|
41
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$7.02M
|
+$496K
|
+6,965
|
+8%
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$6.07M
|
+$822K
|
+11,542
|
+16%
|
|
|
43
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.8M
|
-$10.5K
|
-147
|
-0.2%
|
|
|
44
|
James J. Burns & Company
Melville,
New York
|
$5.66M
|
-$81.1K
|
-1,138
|
-1%
|
|
|
45
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$5.48M
|
+$238K
|
+3,343
|
+5%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$4.79M
|
-$1.35K
|
-19
|
-0%
|
|
|
47
|
CX Institutional
Auburn,
Indiana
|
$4.68M
|
+$98K
|
+1,376
|
+2%
|
|
|
48
|
MAI Capital Management
Independence,
Ohio
|
$4.43M
|
+$75K
|
+1,052
|
+2%
|
|
|
49
|
|
$4.35M
|
-$941K
|
-13,200
|
-18%
|
|
|
50
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.08M
|
+$164K
|
+2,303
|
+4%
|
|
