|
26
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$5.4M
|
+$199K
|
+4,041
|
+4%
|
|
|
27
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.3M
|
+$903K
|
+18,293
|
+21%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$5.27M
|
+$188K
|
+3,804
|
+4%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.26M
|
+$1.64M
|
+33,174
|
+46%
|
|
|
30
|
Dowling & Yahnke
San Diego,
California
|
$5.07M
|
+$456K
|
+9,245
|
+10%
|
|
|
31
|
Estate Counselors
Thiensville,
Wisconsin
|
$5.04M
|
-$2.34M
|
-47,500
|
-32%
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5M
|
+$538K
|
+10,913
|
+12%
|
|
|
33
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.9M
|
-$585K
|
-11,852
|
-11%
|
|
|
34
|
Tower Research Capital (TRC)
New York
|
$4.85M
|
+$4.64M
|
+94,055
|
+4,079%
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.84M
|
+$516K
|
+10,454
|
+12%
|
|
|
36
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$4.69M
|
-$1M
|
-20,339
|
-18%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$4.63M
|
-$485K
|
-9,824
|
-10%
|
|
|
38
|
Regis Management Company
Menlo Park,
California
|
$4.46M
|
-$2.83M
|
-57,270
|
-39%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$4.41M
|
-$2.01M
|
-40,760
|
-32%
|
|
|
40
|
KCM Investment Advisors
Greenbrae,
California
|
$4.11M
|
-$227K
|
-4,604
|
-5%
|
|
|
41
|
M&T Bank
Buffalo,
New York
|
$3.86M
|
-$864K
|
-17,510
|
-19%
|
|
|
42
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.81M
|
+$3.74M
|
+75,843
|
New
|
|
|
43
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$3.81M
|
+$3.73M
|
+75,640
|
New
|
|
|
44
|
Next Financial Group
Houston,
Texas
|
$3.77M
|
-$1M
|
-20,269
|
-21%
|
|
|
45
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.5M
|
+$895K
|
+18,137
|
+35%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$3.3M
|
+$760K
|
+15,400
|
+31%
|
|
|
47
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.95M
|
-$267K
|
-5,406
|
-8%
|
|
|
48
|
Evolution Wealth Advisors
Aventura,
Florida
|
$2.77M
|
+$2.45M
|
+49,665
|
+936%
|
|
|
49
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.73M
|
+$772K
|
+15,649
|
+41%
|
|
|
50
|
Cypress Wealth Services
Palm Desert,
California
|
$2.64M
|
+$119K
|
+2,415
|
+5%
|
|
