|
76
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$36.5M
|
-$422K
|
-7,967
|
-1%
|
|
|
77
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$36.2M
|
+$17.8M
|
+335,120
|
+100%
|
|
|
78
|
Pasadena Private Wealth
Pasadena,
California
|
$35.8M
|
-$481K
|
-9,078
|
-1%
|
|
|
79
|
R.M. Davis Inc
Portland,
Maine
|
$35.3M
|
-$829K
|
-15,640
|
-2%
|
|
|
80
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$35.2M
|
-$1.02M
|
-19,286
|
-3%
|
|
|
81
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$34.3M
|
+$4.01M
|
+75,762
|
+14%
|
|
|
82
|
First Horizon Advisors
Memphis,
Tennessee
|
$32.9M
|
+$127K
|
+2,391
|
+0.4%
|
|
|
83
|
Blankinship & Foster
Solana Beach,
California
|
$32.2M
|
-$324K
|
-6,120
|
-1%
|
|
|
84
|
5th Street Advisors
Southport,
Connecticut
|
$31.9M
|
-$835K
|
-15,760
|
-3%
|
|
|
85
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$31.6M
|
+$1.35M
|
+25,570
|
+5%
|
|
|
86
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.5M
|
+$2.07M
|
+39,003
|
+7%
|
|
|
87
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$31.2M
|
–
|
–
|
–
|
|
|
88
|
MilWealth Group
Milwaukee,
Wisconsin
|
$30.9M
|
+$719K
|
+13,562
|
+3%
|
|
|
89
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$30.9M
|
+$973K
|
+18,362
|
+3%
|
|
|
90
|
Flower City Capital
Pittsford,
New York
|
$30.9M
|
+$3.25M
|
+61,313
|
+13%
|
|
|
91
|
Bailard
Foster City,
California
|
$30.5M
|
-$2.08M
|
-39,232
|
-7%
|
|
|
92
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$30.4M
|
+$662K
|
+12,500
|
+2%
|
|
|
93
|
Bank of New York Mellon
New York
|
$30M
|
-$607K
|
-11,462
|
-2%
|
|
|
94
|
Caprock Group
Boise,
Idaho
|
$29.9M
|
-$718K
|
-13,549
|
-2%
|
|
|
95
|
Valmark Advisers
Akron,
Ohio
|
$29.2M
|
+$257K
|
+4,842
|
+0.9%
|
|
|
96
|
CKW Financial Group
Honolulu,
Hawaii
|
$29.1M
|
-$14K
|
-264
|
-0.1%
|
|
|
97
|
BIP Wealth
Atlanta,
Georgia
|
$28.7M
|
+$1.16M
|
+21,940
|
+4%
|
|
|
98
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$28.7M
|
-$341K
|
-6,436
|
-1%
|
|
|
99
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$28.6M
|
-$156K
|
-2,946
|
-0.6%
|
|
|
100
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$28.5M
|
+$13M
|
+244,581
|
+93%
|
|
