|
26
|
Brio Consultants
San Francisco,
California
|
$14.9M
|
+$5.03M
|
+63,764
|
+58%
|
|
|
27
|
CWA Asset Management Group
Naples,
Florida
|
$14.3M
|
+$1.08M
|
+13,636
|
+8%
|
|
|
28
|
Sawyer Falduto Asset Management
Elmhurst,
Illinois
|
$13.4M
|
-$104K
|
-1,321
|
-0.7%
|
|
|
29
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$12.5M
|
+$2.83M
|
+35,937
|
+28%
|
|
|
30
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$12.5M
|
-$12.6M
|
-160,350
|
-50%
|
|
|
31
|
World Investment Advisors
Santa Barbara,
California
|
$12.5M
|
-$12.6M
|
-160,350
|
-50%
|
|
|
32
|
SigFig Wealth Management
San Francisco,
California
|
$12M
|
+$1.92M
|
+24,373
|
+18%
|
|
|
33
|
Curi RMB Capital
Chicago,
Illinois
|
$11.9M
|
-$517K
|
-6,553
|
-4%
|
|
|
34
|
Heritage Family Offices
Scottsdale,
Arizona
|
$11.6M
|
-$5.71M
|
-72,390
|
-32%
|
|
|
35
|
Berger Financial Group
Plymouth,
Minnesota
|
$11M
|
+$188K
|
+2,380
|
+2%
|
|
|
36
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.1M
|
+$1.47M
|
+18,614
|
+16%
|
|
|
37
|
Rossby Financial
Melbourne,
Florida
|
$9.72M
|
+$1.3M
|
+16,428
|
+15%
|
|
|
38
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$9.55M
|
-$94.8K
|
-1,203
|
-1%
|
|
|
39
|
CIBC World Market
Toronto,
Ontario, Canada
|
$9.4M
|
+$2.76M
|
+35,000
|
+40%
|
|
|
40
|
Rogco LP
Claremore,
Oklahoma
|
$8.48M
|
+$8.76M
|
+111,111
|
New
|
|
|
41
|
|
$8.02M
|
+$2.33M
|
+29,550
|
+39%
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.78M
|
-$4.14M
|
-52,488
|
-34%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$7.36M
|
-$38.2K
|
-485
|
-0.5%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.12M
|
-$982K
|
-12,450
|
-12%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$6.94M
|
+$93.3K
|
+1,184
|
+1%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$6.83M
|
+$873K
|
+11,071
|
+14%
|
|
|
47
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$6.72M
|
+$779K
|
+9,884
|
+13%
|
|
|
48
|
|
$5.91M
|
+$4.59M
|
+58,172
|
+303%
|
|
|
49
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$5.68M
|
+$4.17M
|
+52,837
|
+244%
|
|
|
50
|
James J. Burns & Company
Melville,
New York
|
$5.63M
|
-$114K
|
-1,444
|
-2%
|
|
