|
26
|
MML Investors Services
Springfield,
Massachusetts
|
$33.6M
|
+$919K
|
+7,061
|
+3%
|
|
|
27
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27.7M
|
+$820K
|
+6,300
|
+3%
|
|
|
28
|
|
$27.2M
|
+$9.88M
|
+75,938
|
+59%
|
|
|
29
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$25.4M
|
-$148K
|
-1,141
|
-0.6%
|
|
|
30
|
United Services Automobile Association
San Antonio,
Texas
|
$25.3M
|
–
|
–
|
–
|
|
|
31
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$24.8M
|
+$1.01M
|
+7,770
|
+4%
|
|
|
32
|
Morningstar Investment Services
Chicago,
Illinois
|
$24.7M
|
+$3.5M
|
+26,881
|
+17%
|
|
|
33
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$24.3M
|
+$23.8M
|
+183,043
|
New
|
|
|
34
|
Summit Equities
Parsippany,
New Jersey
|
$24M
|
+$1.2M
|
+9,241
|
+5%
|
|
|
35
|
AdvicePeriod
Los Angeles,
California
|
$23.4M
|
+$23M
|
+176,474
|
New
|
|
|
36
|
Wealth Architects
Mountain View,
California
|
$22.3M
|
-$45.9K
|
-353
|
-0.2%
|
|
|
37
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$22.1M
|
+$4.1M
|
+31,520
|
+23%
|
|
|
38
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21.8M
|
+$534K
|
+4,101
|
+3%
|
|
|
39
|
Cerity Partners OCIO
New York
|
$20.6M
|
-$2.03M
|
-15,564
|
-9%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.5M
|
+$5.82M
|
+44,719
|
+41%
|
|
|
41
|
Zhang Financial
Portage,
Michigan
|
$20.1M
|
-$187K
|
-1,435
|
-1%
|
|
|
42
|
Modera Wealth Management
Westwood,
New Jersey
|
$19.7M
|
-$287K
|
-2,205
|
-1%
|
|
|
43
|
Trilogy Capital
Irvine,
California
|
$19.5M
|
+$19.1M
|
+146,568
|
New
|
|
|
44
|
Creative Planning
Overland Park,
Kansas
|
$18.4M
|
+$128K
|
+982
|
+0.7%
|
|
|
45
|
Symmetry Partners
Glastonbury,
Connecticut
|
$17.6M
|
+$734K
|
+5,642
|
+4%
|
|
|
46
|
Carlson Capital Management
Northfield,
Minnesota
|
$16M
|
+$804K
|
+6,177
|
+5%
|
|
|
47
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$15.9M
|
-$18.5K
|
-142
|
-0.1%
|
|
|
48
|
Suntrust Banks
Atlanta,
Georgia
|
$15.2M
|
+$706K
|
+5,427
|
+5%
|
|
|
49
|
People's United Financial
Bridgeport,
Connecticut
|
$15.2M
|
-$273K
|
-2,095
|
-2%
|
|
|
50
|
PrairieView Partners
St. Paul,
Minnesota
|
$14.7M
|
+$14.4M
|
+110,349
|
New
|
|
