|
26
|
One Day In July LLC
Burlington,
Vermont
|
$16.7M
|
-$610K
|
-5,204
|
-3%
|
|
|
27
|
Advisornet Financial
Minnetonka,
Minnesota
|
$16.1M
|
+$2.76M
|
+23,557
|
+20%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.8M
|
+$961K
|
+8,191
|
+6%
|
|
|
29
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$13.5M
|
-$820K
|
-6,994
|
-6%
|
|
|
30
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.3M
|
+$449K
|
+3,826
|
+4%
|
|
|
31
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$10.9M
|
+$105K
|
+897
|
+1%
|
|
|
32
|
Berman McAleer
Timonium,
Maryland
|
$10.7M
|
-$94.4K
|
-805
|
-0.9%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$10.1M
|
-$9.85M
|
-83,975
|
-49%
|
|
|
34
|
Cambridge Associates
Boston,
Massachusetts
|
$10.1M
|
–
|
–
|
–
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.43M
|
+$3M
|
+25,624
|
+45%
|
|
|
36
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$8.99M
|
-$387K
|
-3,302
|
-4%
|
|
|
37
|
New Insight Wealth Advisors
San Ramon,
California
|
$8.83M
|
-$1.15M
|
-9,824
|
-11%
|
|
|
38
|
Concurrent Investment Advisors
Tampa,
Florida
|
$8.82M
|
-$468K
|
-3,991
|
-5%
|
|
|
39
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$8.59M
|
–
|
–
|
–
|
|
|
40
|
Perryman Financial Advisory
Dallas,
Texas
|
$8.47M
|
+$70.7K
|
+603
|
+0.8%
|
|
|
41
|
Stifel Financial
St. Louis,
Missouri
|
$8.34M
|
+$1.88M
|
+16,004
|
+28%
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.21M
|
+$77.4K
|
+660
|
+0.5%
|
|
|
43
|
MAI Capital Management
Independence,
Ohio
|
$7.82M
|
+$1.45M
|
+12,350
|
+22%
|
|
|
44
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$6.35M
|
+$435K
|
+3,711
|
+7%
|
|
|
45
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$5.84M
|
-$147K
|
-1,254
|
-2%
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$5.62M
|
+$187K
|
+1,595
|
+3%
|
|
|
47
|
SCS Capital Management
Boston,
Massachusetts
|
$5.48M
|
-$10.6K
|
-90
|
-0.2%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$5.47M
|
+$740K
|
+6,312
|
+15%
|
|
|
49
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$5.13M
|
-$119K
|
-1,018
|
-2%
|
|
|
50
|
Rockefeller Capital Management
New York
|
$4.88M
|
-$841K
|
-7,170
|
-14%
|
|
