|
26
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$31.2M
|
+$225K
|
+3,317
|
+0.7%
|
|
|
27
|
Pathstone Family Office
Englewood,
New Jersey
|
$30.9M
|
-$683K
|
-10,088
|
-2%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$30.3M
|
+$93.2K
|
+1,375
|
+0.3%
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$28.8M
|
+$14.1M
|
+208,396
|
+93%
|
|
|
30
|
Pegasus Partners
Mequon,
Wisconsin
|
$28.7M
|
-$3.38M
|
-49,942
|
-10%
|
|
|
31
|
Condor Capital Management
Martinsville,
New Jersey
|
$25.2M
|
+$38.8K
|
+573
|
+0.2%
|
|
|
32
|
|
$22.6M
|
+$5.55M
|
+81,907
|
+32%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$22.3M
|
+$1.13M
|
+16,739
|
+5%
|
|
|
34
|
|
$22M
|
+$5.17M
|
+76,252
|
+30%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$21.7M
|
-$398K
|
-5,872
|
-2%
|
|
|
36
|
Colony Group
Boston,
Massachusetts
|
$21M
|
+$43.2K
|
+637
|
+0.2%
|
|
|
37
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$18.4M
|
-$116K
|
-1,719
|
-0.6%
|
|
|
38
|
Sequoia Financial Advisors
Akron,
Ohio
|
$18M
|
+$285K
|
+4,200
|
+2%
|
|
|
39
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$17.6M
|
+$122K
|
+1,794
|
+0.7%
|
|
|
40
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$17.6M
|
-$4.64M
|
-68,521
|
-21%
|
|
|
41
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$16.9M
|
-$519K
|
-7,660
|
-3%
|
|
|
42
|
Cambridge Associates
Boston,
Massachusetts
|
$16.9M
|
-$683K
|
-10,079
|
-4%
|
|
|
43
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$16.7M
|
-$13.2M
|
-195,493
|
-44%
|
|
|
44
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$16.6M
|
+$5.06M
|
+74,646
|
+43%
|
|
|
45
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16.1M
|
-$1.49M
|
-21,987
|
-8%
|
|
|
46
|
Global Retirement Partners
San Rafael,
California
|
$16M
|
+$16.4M
|
+241,746
|
New
|
|
|
47
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$15.2M
|
+$749K
|
+11,052
|
+5%
|
|
|
48
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$14.4M
|
+$530K
|
+7,820
|
+4%
|
|
|
49
|
|
$13.9M
|
+$12.8M
|
+189,415
|
+991%
|
|
|
50
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.7M
|
-$961K
|
-14,187
|
-6%
|
|
