|
26
|
First National Corp
Rockland,
Massachusetts
|
$12.1M
|
+$802K
|
+7,755
|
+14%
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$11.8M
|
+$2.94M
|
+28,423
|
+33%
|
|
|
28
|
Trilogy Capital
Irvine,
California
|
$11.4M
|
+$700K
|
+6,765
|
+7%
|
|
|
29
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$11.3M
|
+$907K
|
+8,768
|
+9%
|
|
|
30
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$11M
|
-$585K
|
-5,654
|
-5%
|
|
|
31
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$10.7M
|
–
|
–
|
–
|
|
|
32
|
Portland Global Advisors
Portland,
Maine
|
$10.6M
|
+$933K
|
+9,015
|
+10%
|
|
|
33
|
Alesco Advisors
Pittsford,
New York
|
$10.5M
|
+$750K
|
+7,246
|
+8%
|
|
|
34
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$9.71M
|
+$150K
|
+1,454
|
+2%
|
|
|
35
|
The Family Firm
Bethesda,
Maryland
|
$9.66M
|
+$104K
|
+1,001
|
+1%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.59M
|
+$773K
|
+7,475
|
+9%
|
|
|
37
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$9.51M
|
+$723K
|
+6,986
|
+8%
|
|
|
38
|
Courier Capital
Buffalo,
New York
|
$9.27M
|
+$402K
|
+3,884
|
+5%
|
|
|
39
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$9.12M
|
+$2.56M
|
+24,706
|
+39%
|
|
|
40
|
Lee Financial
Dallas,
Texas
|
$8.84M
|
-$12.9M
|
-124,830
|
-59%
|
|
|
41
|
|
$8.78M
|
+$8.72M
|
+84,324
|
New
|
|
|
42
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$8.75M
|
-$3.98M
|
-38,497
|
-31%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.73M
|
-$2.66M
|
-25,692
|
-23%
|
|
|
44
|
Oppenheimer & Co
New York
|
$8.27M
|
+$124K
|
+1,195
|
+2%
|
|
|
45
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.62M
|
+$1.84M
|
+17,832
|
+32%
|
|
|
46
|
Soltis Investment Advisors
St. George,
Utah
|
$7.57M
|
+$552K
|
+5,333
|
+8%
|
|
|
47
|
Bank of New York Mellon
New York
|
$7.51M
|
+$10.7K
|
+103
|
+0.1%
|
|
|
48
|
Gould Asset Management
Claremont,
California
|
$7.05M
|
+$2.92M
|
+28,235
|
+71%
|
|
|
49
|
Pasadena Private Wealth
Pasadena,
California
|
$6.8M
|
+$723K
|
+6,992
|
+12%
|
|
|
50
|
NextCapital Advisers
Chicago,
Illinois
|
$6.61M
|
+$1.34M
|
+12,997
|
+26%
|
|
