|
26
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$28M
|
+$29.4M
|
+1,046,088
|
+4,112%
|
|
|
27
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$25.7M
|
+$27.6M
|
+981,680
|
New
|
|
|
28
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$24M
|
+$1.13M
|
+40,296
|
+5%
|
|
|
29
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$23.4M
|
+$10.2M
|
+363,763
|
+69%
|
|
|
30
|
Charles Schwab
San Francisco,
California
|
$22.3M
|
+$211K
|
+7,481
|
+0.9%
|
|
|
31
|
Summit Trail Advisors
New York
|
$22.3M
|
+$1.18M
|
+41,965
|
+5%
|
|
|
32
|
WealthSource Partners
San Luis Obispo,
California
|
$22M
|
+$20.4M
|
+726,054
|
+622%
|
|
|
33
|
Donoghue Forlines
Boston,
Massachusetts
|
$20.8M
|
+$22.4M
|
+797,025
|
New
|
|
|
34
|
AllGen Financial Advisors
Orlando,
Florida
|
$20.7M
|
+$9.07M
|
+322,295
|
+68%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$20.3M
|
+$8.18M
|
+290,710
|
+60%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$19.8M
|
+$5.47M
|
+194,528
|
+35%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.4M
|
+$4.78M
|
+169,980
|
+30%
|
|
|
38
|
|
$18.1M
|
–
|
–
|
–
|
|
|
39
|
McMorgan & Co
San Francisco,
California
|
$15.5M
|
+$591K
|
+21,017
|
+4%
|
|
|
40
|
CoreCap Advisors
Southfield,
Michigan
|
$15.4M
|
+$9.45M
|
+335,749
|
+133%
|
|
|
41
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15M
|
+$713K
|
+25,328
|
+5%
|
|
|
42
|
Goodman Advisory Group
Needham,
Massachusetts
|
$14.7M
|
+$7.03M
|
+249,772
|
+80%
|
|
|
43
|
Bank of New York Mellon
New York
|
$13M
|
+$10.8M
|
+385,403
|
+351%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
+$606K
|
+21,536
|
+5%
|
|
|
45
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.5M
|
+$1.01M
|
+35,960
|
+8%
|
|
|
46
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.5M
|
+$13.4M
|
+476,559
|
New
|
|
|
47
|
Financial Advisory Group
Houston,
Texas
|
$12.5M
|
+$79K
|
+2,808
|
+0.6%
|
|
|
48
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$12.4M
|
-$9.16M
|
-325,500
|
-41%
|
|
|
49
|
Arden Trust
Wilmington,
Delaware
|
$12.4M
|
+$13.3M
|
+473,682
|
New
|
|
|
50
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.3M
|
+$790K
|
+28,076
|
+7%
|
|
