|
26
|
One Day In July LLC
Burlington,
Vermont
|
$19.4M
|
-$623K
|
-4,912
|
-3%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.1M
|
+$120K
|
+943
|
+0.7%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.1M
|
-$3.91M
|
-30,819
|
-18%
|
|
|
29
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$13.7M
|
-$2.33M
|
-18,376
|
-16%
|
|
|
30
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.6M
|
+$112K
|
+882
|
+0.9%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.2M
|
+$1.77M
|
+13,921
|
+17%
|
|
|
32
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$13.1M
|
+$50.8K
|
+400
|
+0.4%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$12.8M
|
+$2.61M
|
+20,603
|
+28%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$12.8M
|
+$614K
|
+4,835
|
+5%
|
|
|
35
|
Berman McAleer
Timonium,
Maryland
|
$12.7M
|
-$164K
|
-1,295
|
-1%
|
|
|
36
|
Cambridge Associates
Boston,
Massachusetts
|
$11.8M
|
-$310K
|
-2,443
|
-3%
|
|
|
37
|
EP Wealth Advisors
Torrance,
California
|
$11.4M
|
+$5.91M
|
+46,547
|
+129%
|
|
|
38
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$10.9M
|
+$150K
|
+1,185
|
+2%
|
|
|
39
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10.8M
|
+$247K
|
+1,949
|
+3%
|
|
|
40
|
MAI Capital Management
Independence,
Ohio
|
$10.4M
|
+$938K
|
+7,393
|
+11%
|
|
|
41
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$10.3M
|
–
|
–
|
–
|
|
|
42
|
Perryman Financial Advisory
Dallas,
Texas
|
$10.3M
|
+$128K
|
+1,012
|
+1%
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.88M
|
-$6.41M
|
-50,506
|
-41%
|
|
|
44
|
New Insight Wealth Advisors
San Ramon,
California
|
$9.61M
|
-$893K
|
-7,034
|
-9%
|
|
|
45
|
Odyssey Group
Lancaster,
Pennsylvania
|
$8.78M
|
+$8.11M
|
+63,866
|
New
|
|
|
46
|
William Blair & Company
Chicago,
Illinois
|
$7.76M
|
+$2.62M
|
+20,625
|
+58%
|
|
|
47
|
Axxcess Wealth Management
Carlsbad,
California
|
$7.2M
|
+$6.64M
|
+52,315
|
New
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$7.17M
|
+$572K
|
+4,509
|
+9%
|
|
|
49
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$7.01M
|
+$11.8K
|
+93
|
+0.2%
|
|
|
50
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$6.91M
|
-$649K
|
-5,110
|
-9%
|
|
