|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$25.7M
|
+$272K
|
+2,515
|
+1%
|
|
|
27
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$22.9M
|
+$2.91M
|
+26,862
|
+15%
|
|
|
28
|
Forte Capital
Rochester,
New York
|
$22.8M
|
-$81.1K
|
-749
|
-0.4%
|
|
|
29
|
Natixis Advisors
Boston,
Massachusetts
|
$22.3M
|
-$805K
|
-7,441
|
-4%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.4M
|
-$688K
|
-6,359
|
-4%
|
|
|
31
|
Suntrust Banks
Atlanta,
Georgia
|
$18.9M
|
+$1.7M
|
+15,685
|
+10%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.9M
|
+$1.55M
|
+14,297
|
+11%
|
|
|
33
|
William Blair & Company
Chicago,
Illinois
|
$15.6M
|
+$3.64M
|
+33,633
|
+32%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$15M
|
-$2.85M
|
-26,320
|
-16%
|
|
|
35
|
New York Life Investment Management
New York
|
$14.9M
|
-$3.81M
|
-35,188
|
-21%
|
|
|
36
|
Morningstar Investment Services
Chicago,
Illinois
|
$14.7M
|
-$2.02M
|
-18,650
|
-12%
|
|
|
37
|
Kays Financial Advisory
Atlanta,
Georgia
|
$14.6M
|
+$697K
|
+6,440
|
+5%
|
|
|
38
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$14.6M
|
-$10.5K
|
-97
|
-0.1%
|
|
|
39
|
Money Design
Tokyo,
Japan
|
$13.8M
|
+$2.55M
|
+23,573
|
+24%
|
|
|
40
|
Well Done LLC
Holland,
Michigan
|
$13.5M
|
+$232K
|
+2,148
|
+2%
|
|
|
41
|
Capital Advantage
Walnut Creek,
California
|
$13.2M
|
-$21.4K
|
-198
|
-0.2%
|
|
|
42
|
Avior Wealth Management
Omaha,
Nebraska
|
$12.3M
|
+$91.3K
|
+844
|
+0.8%
|
|
|
43
|
PHH Investments
Addison,
Texas
|
$12M
|
+$1.13M
|
+10,480
|
+11%
|
|
|
44
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$11.8M
|
+$205K
|
+1,898
|
+2%
|
|
|
45
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$11.7M
|
+$256K
|
+2,370
|
+2%
|
|
|
46
|
MCF Advisors
Covington,
Kentucky
|
$11.7M
|
+$68K
|
+628
|
+0.6%
|
|
|
47
|
Brickley Wealth Management
San Mateo,
California
|
$11.3M
|
+$11M
|
+101,539
|
New
|
|
|
48
|
SVA Wealth Management
Madison,
Wisconsin
|
$11M
|
-$499K
|
-4,613
|
-4%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.8M
|
-$605K
|
-5,586
|
-5%
|
|
|
50
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$10.8M
|
+$10.5M
|
+96,603
|
New
|
|
