|
26
|
Pegasus Partners
Mequon,
Wisconsin
|
$26.4M
|
-$3.72M
|
-56,527
|
-11%
|
|
|
27
|
RFG Advisory
Birmingham,
Alabama
|
$25.9M
|
+$25.8M
|
+391,980
|
New
|
|
|
28
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$25.5M
|
-$5.05M
|
-76,619
|
-15%
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$23.9M
|
-$487K
|
-7,397
|
-2%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$22.3M
|
-$281K
|
-4,268
|
-1%
|
|
|
31
|
Condor Capital Management
Martinsville,
New Jersey
|
$22.1M
|
-$778K
|
-11,813
|
-3%
|
|
|
32
|
Comerica Bank
Dallas,
Texas
|
$21.4M
|
+$3.39M
|
+51,477
|
+18%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.7M
|
-$7.49M
|
-113,741
|
-26%
|
|
|
34
|
Colony Group
Boston,
Massachusetts
|
$19M
|
+$114K
|
+1,729
|
+0.5%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$18.6M
|
+$197K
|
+2,998
|
+1%
|
|
|
36
|
Cambridge Associates
Boston,
Massachusetts
|
$16.3M
|
-$2.57M
|
-39,027
|
-13%
|
|
|
37
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$16.2M
|
+$330K
|
+5,008
|
+2%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$16.1M
|
+$314K
|
+4,764
|
+2%
|
|
|
39
|
New York Life Investment Management
New York
|
$16M
|
+$17.7M
|
+268,524
|
New
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.5M
|
-$2.74M
|
-41,581
|
-14%
|
|
|
41
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$15.5M
|
+$132K
|
+2,001
|
+0.8%
|
|
|
42
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$15M
|
-$230K
|
-3,496
|
-1%
|
|
|
43
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$13.6M
|
-$226K
|
-3,433
|
-1%
|
|
|
44
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13.2M
|
+$235K
|
+3,567
|
+2%
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$13.1M
|
+$12.6M
|
+190,962
|
+652%
|
|
|
46
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$12M
|
+$964K
|
+14,631
|
+8%
|
|
|
47
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.9M
|
+$560K
|
+8,500
|
+4%
|
|
|
48
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$10.5M
|
-$453K
|
-6,879
|
-4%
|
|
|
49
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$9.95M
|
+$483K
|
+7,329
|
+5%
|
|
|
50
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$9.54M
|
-$522K
|
-7,922
|
-5%
|
|
