|
51
|
Windham Capital Management
Boston,
Massachusetts
|
$15.6M
|
-$786K
|
-25,069
|
-5%
|
|
|
52
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$15.5M
|
-$755K
|
-24,081
|
-5%
|
|
|
53
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$15.3M
|
+$15.3M
|
+488,102
|
New
|
|
|
54
|
Gemmer Asset Management
Walnut Creek,
California
|
$14.7M
|
-$258K
|
-8,234
|
-2%
|
|
|
55
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$14.6M
|
+$14.5M
|
+463,564
|
New
|
|
|
56
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$14M
|
+$5.45M
|
+173,798
|
+64%
|
|
|
57
|
Willow Creek Wealth Management
Sebastopol,
California
|
$14M
|
+$1.21M
|
+38,448
|
+9%
|
|
|
58
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$13M
|
-$6.59M
|
-210,147
|
-34%
|
|
|
59
|
Hilltop Holdings
Dallas,
Texas
|
$11.7M
|
+$1.04M
|
+33,094
|
+10%
|
|
|
60
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$11.6M
|
+$127K
|
+4,062
|
+1%
|
|
|
61
|
RiverFront Investment Group
Richmond,
Virginia
|
$11.3M
|
+$473K
|
+15,080
|
+4%
|
|
|
62
|
Foresight Wealth Management
Draper,
Utah
|
$10.7M
|
+$1.6M
|
+51,138
|
+18%
|
|
|
63
|
Perella Weinberg Partners Capital Management
New York
|
$9.96M
|
-$637K
|
-20,309
|
-6%
|
|
|
64
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$9.89M
|
+$1.64M
|
+52,251
|
+20%
|
|
|
65
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.79M
|
-$1.04M
|
-33,000
|
-10%
|
|
|
66
|
TPG Financial Advisors
Portland,
Oregon
|
$9.52M
|
-$13.2M
|
-421,824
|
-58%
|
|
|
67
|
Windsor Capital Management
Phoenix,
Arizona
|
$9.04M
|
+$329K
|
+10,487
|
+4%
|
|
|
68
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9M
|
+$8.99M
|
+286,644
|
New
|
|
|
69
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8.96M
|
-$518K
|
-16,523
|
-5%
|
|
|
70
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$8.88M
|
-$3.15M
|
-100,355
|
-26%
|
|
|
71
|
Managed Account Services
Coconut Grove,
Florida
|
$8.8M
|
+$1.39M
|
+44,274
|
+19%
|
|
|
72
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$8.7M
|
-$1.36M
|
-43,366
|
-14%
|
|
|
73
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.24M
|
-$182K
|
-5,816
|
-2%
|
|
|
74
|
Acima Private Wealth
Richmond,
Virginia
|
$8.05M
|
+$609K
|
+19,404
|
+8%
|
|
|
75
|
Avantax Advisory Services
Dallas,
Texas
|
$7.87M
|
-$791K
|
-25,207
|
-9%
|
|
