|
26
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$40M
|
+$413K
|
+13,651
|
+1%
|
|
|
27
|
Strategic Wealth Partners
Independence,
Ohio
|
$36.7M
|
+$4.42M
|
+146,287
|
+14%
|
|
|
28
|
Gemmer Asset Management
Walnut Creek,
California
|
$35.8M
|
+$912K
|
+30,170
|
+3%
|
|
|
29
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$34.3M
|
-$605K
|
-20,012
|
-2%
|
|
|
30
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$34.1M
|
+$1.35M
|
+44,650
|
+4%
|
|
|
31
|
Holt Capital Partners
Fort Worth,
Texas
|
$34M
|
+$2.55M
|
+84,382
|
+8%
|
|
|
32
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$33.2M
|
+$2.09M
|
+69,153
|
+7%
|
|
|
33
|
Concord Wealth Partners
Abingdon,
Virginia
|
$32.1M
|
+$1.13M
|
+37,412
|
+4%
|
|
|
34
|
Raymond James Financial
St Petersburg,
Florida
|
$31.6M
|
+$1.56M
|
+51,690
|
+5%
|
|
|
35
|
Fisher Asset Management
Camas,
Washington
|
$31.4M
|
-$1.96M
|
-64,998
|
-6%
|
|
|
36
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$31.2M
|
+$967K
|
+31,982
|
+3%
|
|
|
37
|
SoundView Advisors
Olympia,
Washington
|
$30.8M
|
+$30.8M
|
+1,020,108
|
New
|
|
|
38
|
First Command Advisory Services
Fort Worth,
Texas
|
$29.5M
|
+$5.22M
|
+172,617
|
+21%
|
|
|
39
|
Walker Financial Services
Bowling Green,
Kentucky
|
$28.7M
|
-$645K
|
-21,331
|
-2%
|
|
|
40
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$28.3M
|
-$76.1K
|
-2,518
|
-0.3%
|
|
|
41
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$26.2M
|
+$22.7M
|
+751,815
|
+643%
|
|
|
42
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$25.7M
|
+$1.09M
|
+35,920
|
+4%
|
|
|
43
|
|
$25.2M
|
-$3.2M
|
-105,975
|
-11%
|
|
|
44
|
Modern Wealth Management
Lenexa,
Kansas
|
$24.6M
|
-$185K
|
-6,138
|
-0.7%
|
|
|
45
|
Occidental Asset Management
Burlingame,
California
|
$24.2M
|
+$79.4K
|
+2,626
|
+0.3%
|
|
|
46
|
NFP Retirement Inc
Aliso Viejo,
California
|
$22.9M
|
+$793K
|
+26,248
|
+4%
|
|
|
47
|
Horizon Investments
Charlotte,
North Carolina
|
$22.6M
|
+$333K
|
+11,015
|
+1%
|
|
|
48
|
Waverly Advisors
Birmingham,
Alabama
|
$22.2M
|
+$864K
|
+28,597
|
+4%
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.3M
|
-$406K
|
-13,432
|
-2%
|
|
|
50
|
Winthrop Capital Management
Carmel,
Indiana
|
$20.8M
|
+$187K
|
+6,181
|
+0.9%
|
|
