|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$24.1M
|
-$170K
|
-1,632
|
-0.7%
|
|
|
27
|
Natixis Advisors
Boston,
Massachusetts
|
$21.9M
|
+$545K
|
+5,247
|
+3%
|
|
|
28
|
Forte Capital
Rochester,
New York
|
$21.6M
|
+$306K
|
+2,945
|
+1%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19M
|
-$91.7K
|
-883
|
-0.5%
|
|
|
30
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$18.8M
|
+$1.37M
|
+13,161
|
+8%
|
|
|
31
|
New York Life Investment Management
New York
|
$17.8M
|
-$17.2M
|
-165,536
|
-50%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.9M
|
-$5.45M
|
-52,491
|
-25%
|
|
|
33
|
Suntrust Banks
Atlanta,
Georgia
|
$16.2M
|
+$1.62M
|
+15,553
|
+11%
|
|
|
34
|
Morningstar Investment Services
Chicago,
Illinois
|
$15.9M
|
-$6.45M
|
-62,074
|
-29%
|
|
|
35
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$13.9M
|
-$207K
|
-1,988
|
-1%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.6M
|
+$7.06M
|
+67,976
|
+112%
|
|
|
37
|
Advisory Alpha
Holland,
Michigan
|
$13.2M
|
+$429K
|
+4,128
|
+3%
|
|
|
38
|
Kays Financial Advisory
Atlanta,
Georgia
|
$13.2M
|
+$621K
|
+5,977
|
+5%
|
|
|
39
|
Pure Financial Advisors
San Diego,
California
|
$13.2M
|
+$578K
|
+5,565
|
+5%
|
|
|
40
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$13.1M
|
+$1.36M
|
+13,068
|
+12%
|
|
|
41
|
Well Done LLC
Holland,
Michigan
|
$12.5M
|
+$232K
|
+2,230
|
+2%
|
|
|
42
|
Capital Advantage
Walnut Creek,
California
|
$12.5M
|
+$317K
|
+3,050
|
+3%
|
|
|
43
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.6M
|
+$406K
|
+3,910
|
+4%
|
|
|
44
|
William Blair & Company
Chicago,
Illinois
|
$11.2M
|
+$3.15M
|
+30,308
|
+40%
|
|
|
45
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$11M
|
-$465K
|
-4,475
|
-4%
|
|
|
46
|
MCF Advisors
Covington,
Kentucky
|
$11M
|
+$49.6K
|
+477
|
+0.5%
|
|
|
47
|
Zions Bancorporation
Salt Lake City,
Utah
|
$11M
|
-$6.08M
|
-58,544
|
-36%
|
|
|
48
|
SVA Wealth Management
Madison,
Wisconsin
|
$10.9M
|
-$140K
|
-1,351
|
-1%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.9M
|
+$655K
|
+6,302
|
+7%
|
|
|
50
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$10.8M
|
+$509K
|
+4,896
|
+5%
|
|
