|
26
|
Sky-Mountain Capital Management
Ketchum,
Idaho
|
$61.4M
|
+$341K
|
+6,762
|
+0.6%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$60.5M
|
+$6.53M
|
+129,747
|
+12%
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$55.2M
|
-$10.2M
|
-202,944
|
-16%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$53.3M
|
-$12.4M
|
-246,348
|
-19%
|
|
|
30
|
Mission Wealth Management
Santa Barbara,
California
|
$51.3M
|
-$8.08M
|
-160,527
|
-14%
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$48.9M
|
-$1.85M
|
-36,815
|
-4%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.3M
|
-$23M
|
-457,063
|
-32%
|
|
|
33
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$46.6M
|
+$3.06M
|
+60,849
|
+7%
|
|
|
34
|
Lunt Capital Management
Holladay,
Utah
|
$44.9M
|
-$7.93M
|
-157,445
|
-15%
|
|
|
35
|
Encompass More Asset Management
Danville,
California
|
$44.3M
|
+$21.1M
|
+418,119
|
+90%
|
|
|
36
|
Kestra Private Wealth Services
Austin,
Texas
|
$42.7M
|
-$12.1M
|
-239,598
|
-22%
|
|
|
37
|
Capital Planning Advisors
Roseville,
California
|
$40.1M
|
-$5.89M
|
-116,972
|
-13%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$39.7M
|
-$7.14M
|
-141,764
|
-15%
|
|
|
39
|
SPC Financial Inc
Rockville,
Maryland
|
$39.4M
|
-$8.6M
|
-170,811
|
-18%
|
|
|
40
|
Mercer Global Advisors
Denver,
Colorado
|
$39.1M
|
-$48.4M
|
-961,133
|
-55%
|
|
|
41
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39M
|
-$1.19M
|
-23,562
|
-3%
|
|
|
42
|
Bank of New York Mellon
New York
|
$36.3M
|
+$2.5M
|
+49,737
|
+7%
|
|
|
43
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$36.3M
|
+$440K
|
+8,730
|
+1%
|
|
|
44
|
Stifel Financial
St. Louis,
Missouri
|
$34.9M
|
-$6.96M
|
-138,156
|
-17%
|
|
|
45
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$34.4M
|
-$2.38M
|
-47,342
|
-6%
|
|
|
46
|
AssetMark Inc
Concord,
California
|
$34.1M
|
+$3.16M
|
+62,764
|
+10%
|
|
|
47
|
Disciplina Capital Management
Nashville,
Tennessee
|
$33.9M
|
+$2.8M
|
+55,510
|
+9%
|
|
|
48
|
Level Four Advisory Services
Dallas,
Texas
|
$33.5M
|
+$2.34M
|
+46,521
|
+7%
|
|
|
49
|
Wealthspire Advisors (New York)
New York
|
$33.2M
|
-$2.89M
|
-57,472
|
-8%
|
|
|
50
|
Holistic Planning
Nacogdoches,
Texas
|
$33.1M
|
-$662K
|
-13,152
|
-2%
|
|
