|
26
|
Harvest Portfolios Group
Oakville,
Ontario, Canada
|
$44.4M
|
-$2.36M
|
-42,578
|
-5%
|
|
|
27
|
Raymond James Financial
St Petersburg,
Florida
|
$44.2M
|
+$2.78M
|
+50,210
|
+7%
|
|
|
28
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$42.4M
|
+$1.16M
|
+21,001
|
+3%
|
|
|
29
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$39.9M
|
+$5.61M
|
+101,278
|
+17%
|
|
|
30
|
Fisher Asset Management
Camas,
Washington
|
$39.8M
|
-$11.2M
|
-201,418
|
-22%
|
|
|
31
|
Income Research & Management
Boston,
Massachusetts
|
$39.6M
|
+$39.1M
|
+705,962
|
New
|
|
|
32
|
Focus Partners Wealth
Boston,
Massachusetts
|
$39.4M
|
+$1.64M
|
+29,627
|
+4%
|
|
|
33
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$38.8M
|
-$9.67M
|
-174,442
|
-20%
|
|
|
34
|
Bank of New York Mellon
New York
|
$31.2M
|
+$2.73M
|
+49,319
|
+10%
|
|
|
35
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$30.9M
|
–
|
–
|
–
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.3M
|
-$6.9M
|
-124,411
|
-20%
|
|
|
37
|
Dunhill Financial
London,
United Kingdom
|
$28.2M
|
+$5.72M
|
+103,244
|
+26%
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$25.9M
|
-$6.52M
|
-117,680
|
-20%
|
|
|
39
|
Facet Wealth Inc
Baltimore,
Maryland
|
$25.2M
|
+$3.71M
|
+66,939
|
+17%
|
|
|
40
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.1M
|
-$4.23M
|
-76,304
|
-14%
|
|
|
41
|
Tortoise Investment Management
White Plains,
New York
|
$24.7M
|
-$1.67M
|
-30,120
|
-6%
|
|
|
42
|
Calamos Wealth Management
Naperville,
Illinois
|
$23.1M
|
+$370K
|
+6,676
|
+2%
|
|
|
43
|
Wealthfront Advisers
Palo Alto,
California
|
$22.7M
|
+$2.44M
|
+43,934
|
+12%
|
|
|
44
|
Nottingham Advisors
Amherst,
New York
|
$21.3M
|
+$218K
|
+3,928
|
+1%
|
|
|
45
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$20.8M
|
+$14.9M
|
+268,091
|
+263%
|
|
|
46
|
Principal Securities
Des Moines,
Iowa
|
$19.3M
|
-$3.09M
|
-55,719
|
-14%
|
|
|
47
|
Gleason Group
Prospect,
Kentucky
|
$19.1M
|
+$18.8M
|
+339,624
|
New
|
|
|
48
|
First Financial Bankshares
Abilene,
Texas
|
$18.6M
|
+$5M
|
+90,154
|
+37%
|
|
|
49
|
|
$18.5M
|
-$5.15M
|
-92,880
|
-22%
|
|
|
50
|
49 Wealth Management
Austin,
Texas
|
$18.5M
|
+$918K
|
+16,557
|
+5%
|
|
