|
26
|
IndexIQ Advisors
New York
|
$15.8M
|
+$1.07M
|
+35,471
|
+7%
|
|
|
27
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$15M
|
+$3.42M
|
+113,285
|
+29%
|
|
|
28
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$14.4M
|
+$9.1M
|
+301,438
|
+170%
|
|
|
29
|
Bridgeworth
Birmingham,
Alabama
|
$13.5M
|
-$4.87M
|
-161,551
|
-22%
|
|
|
30
|
Boston Financial Management
Boston,
Massachusetts
|
$13.5M
|
-$379K
|
-12,566
|
-3%
|
|
|
31
|
Cabot Wealth Management
Salem,
Massachusetts
|
$13.4M
|
-$1.9M
|
-63,113
|
-12%
|
|
|
32
|
Gemmer Asset Management
Walnut Creek,
California
|
$13.2M
|
+$1.42M
|
+46,926
|
+12%
|
|
|
33
|
|
$12.3M
|
–
|
–
|
–
|
|
|
34
|
WestEnd Advisors
Charlotte,
North Carolina
|
$12.2M
|
+$1.19M
|
+39,370
|
+11%
|
|
|
35
|
Occidental Asset Management
Burlingame,
California
|
$12.1M
|
+$11.5M
|
+379,531
|
+1,816%
|
|
|
36
|
Goodman Financial
Houston,
Texas
|
$11.8M
|
-$1.41M
|
-46,620
|
-11%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
-$455K
|
-15,082
|
-4%
|
|
|
38
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$11.1M
|
+$148K
|
+4,908
|
+1%
|
|
|
39
|
|
$10.7M
|
+$2.15M
|
+71,266
|
+25%
|
|
|
40
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$10.1M
|
+$557K
|
+18,450
|
+6%
|
|
|
41
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$10.1M
|
+$2.89M
|
+95,757
|
+40%
|
|
|
42
|
WrapManager Inc
Mill Valley,
California
|
$9.85M
|
+$1.17M
|
+38,763
|
+13%
|
|
|
43
|
Cottage Street Advisors
Marion,
Massachusetts
|
$9.63M
|
-$95.2K
|
-3,155
|
-1%
|
|
|
44
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$9.25M
|
+$58.2K
|
+1,928
|
+0.6%
|
|
|
45
|
Jackson Wealth Management
Lake Mary,
Florida
|
$9.2M
|
-$349K
|
-11,572
|
-4%
|
|
|
46
|
William Blair & Company
Chicago,
Illinois
|
$8.86M
|
+$4.7M
|
+155,630
|
+113%
|
|
|
47
|
Holt Capital Partners
Fort Worth,
Texas
|
$8.72M
|
-$260K
|
-8,600
|
-3%
|
|
|
48
|
Fairview Capital Investment Management
Greenbrae,
California
|
$8.44M
|
+$2.35M
|
+77,759
|
+39%
|
|
|
49
|
LPL Financial
San Diego,
California
|
$8.23M
|
+$547K
|
+18,126
|
+7%
|
|
|
50
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.12M
|
-$286K
|
-9,494
|
-3%
|
|
