|
51
|
SCS Capital Management
Boston,
Massachusetts
|
$34.9M
|
-$46.3M
|
-700,698
|
-56%
|
|
|
52
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$34.8M
|
+$3.37M
|
+50,971
|
+10%
|
|
|
53
|
Graypoint LLC
Albany,
New York
|
$33.9M
|
+$8.83M
|
+133,725
|
+34%
|
|
|
54
|
ESL Trust Services
Rochester,
New York
|
$33.9M
|
-$2.96M
|
-44,795
|
-8%
|
|
|
55
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.3M
|
-$84.7K
|
-1,282
|
-4%
|
|
|
56
|
Altium Wealth Management
Purchase,
New York
|
$31.4M
|
+$181K
|
+2,741
|
+0.6%
|
|
|
57
|
Executive Wealth Management
Brighton,
Michigan
|
$31.2M
|
-$2.28M
|
-34,563
|
-7%
|
|
|
58
|
First National Trust
Hermitage,
Pennsylvania
|
$30.5M
|
+$467K
|
+7,075
|
+2%
|
|
|
59
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$30.4M
|
-$1.15M
|
-17,422
|
-4%
|
|
|
60
|
Money Design
Tokyo,
Japan
|
$30.4M
|
-$3.94M
|
-59,630
|
-11%
|
|
|
61
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$30.3M
|
+$4.15M
|
+62,819
|
+15%
|
|
|
62
|
People's United Financial
Bridgeport,
Connecticut
|
$29.9M
|
-$1.04M
|
-15,689
|
-3%
|
|
|
63
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$29.3M
|
+$4.04M
|
+61,229
|
+15%
|
|
|
64
|
Klingman & Associates
New York
|
$29.3M
|
-$38.7K
|
-586
|
-0.1%
|
|
|
65
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.9M
|
-$2.38M
|
-36,037
|
-7%
|
|
|
66
|
|
$28.3M
|
+$933K
|
+14,133
|
+4%
|
|
|
67
|
Riversedge Advisors
Wilmington,
Delaware
|
$27.8M
|
+$1.5M
|
+22,661
|
+6%
|
|
|
68
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$27.1M
|
-$2.34M
|
-35,396
|
-8%
|
|
|
69
|
Reston Wealth Management
Reston,
Virginia
|
$26.8M
|
-$561K
|
-8,492
|
-2%
|
|
|
70
|
Ford Financial Group
Fresno,
California
|
$26.7M
|
-$2.59M
|
-39,201
|
-9%
|
|
|
71
|
55I LLC
Boston,
Massachusetts
|
$25.9M
|
+$1.3M
|
+19,701
|
+5%
|
|
|
72
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$25.3M
|
+$307K
|
+4,649
|
+1%
|
|
|
73
|
IHT Wealth Management
Chicago,
Illinois
|
$25.3M
|
+$3M
|
+45,397
|
+13%
|
|
|
74
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$25.1M
|
+$6.24M
|
+94,546
|
+32%
|
|
|
75
|
Alera Investment Advisors
Deerfield,
Illinois
|
$24.7M
|
+$728K
|
+11,019
|
+3%
|
|
