|
101
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.8M
|
-$1.51M
|
-40,775
|
-8%
|
|
|
102
|
Trajan Wealth
Scottsdale,
Arizona
|
$16.6M
|
+$1.17M
|
+31,634
|
+8%
|
|
|
103
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.5M
|
-$217K
|
-5,875
|
-1%
|
|
|
104
|
Nuveen
Charlotte,
North Carolina
|
$15.4M
|
–
|
–
|
–
|
|
|
105
|
Summit Wealth Group
White River Junction,
Vermont
|
$15.1M
|
+$438K
|
+11,843
|
+3%
|
|
|
106
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$14.5M
|
+$4.8M
|
+129,800
|
+49%
|
|
|
107
|
Choreo LLC
Rockford,
Illinois
|
$14.1M
|
+$226K
|
+6,107
|
+2%
|
|
|
108
|
SEI Investments
Oaks,
Pennsylvania
|
$14M
|
-$14.8M
|
-399,890
|
-51%
|
|
|
109
|
Silver Point Capital
Greenwich,
Connecticut
|
$14M
|
+$14M
|
+377,941
|
New
|
|
|
110
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$14M
|
+$654K
|
+17,657
|
+5%
|
|
|
111
|
Destiny Wealth Partners
Tavares,
Florida
|
$13.6M
|
+$837K
|
+22,607
|
+7%
|
|
|
112
|
Fifth Third Securities
Cincinnati,
Ohio
|
$13.3M
|
+$367K
|
+9,904
|
+3%
|
|
|
113
|
Rakuten Investment Management
Tokyo,
Japan
|
$12.8M
|
-$10.6M
|
-287,454
|
-45%
|
|
|
114
|
Grove Bank & Trust
Miami,
Florida
|
$12.6M
|
+$384K
|
+10,378
|
+3%
|
|
|
115
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$12.4M
|
-$2.75M
|
-74,311
|
-18%
|
|
|
116
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$12.3M
|
–
|
–
|
–
|
|
|
117
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$12.3M
|
+$3.58M
|
+96,678
|
+41%
|
|
|
118
|
CNO Financial Group
Carmel,
Indiana
|
$11.8M
|
–
|
–
|
–
|
|
|
119
|
Concurrent Investment Advisors
Tampa,
Florida
|
$11.5M
|
+$5.81M
|
+157,036
|
+102%
|
|
|
120
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$11.5M
|
–
|
–
|
–
|
|
|
121
|
FC Advisory
West Chester,
Pennsylvania
|
$11.1M
|
+$177K
|
+4,789
|
+2%
|
|
|
122
|
|
$11M
|
+$662K
|
+17,898
|
+6%
|
|
|
123
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$10.6M
|
+$879K
|
+23,749
|
+9%
|
|
|
124
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$10.5M
|
+$812K
|
+21,936
|
+8%
|
|
|
125
|
Howe & Rusling
Rochester,
New York
|
$9.97M
|
+$330K
|
+8,922
|
+3%
|
|
