|
26
|
Pegasus Partners
Mequon,
Wisconsin
|
$29.2M
|
-$489K
|
-7,285
|
-2%
|
|
|
27
|
MML Investors Services
Springfield,
Massachusetts
|
$26.6M
|
-$3.23M
|
-48,105
|
-11%
|
|
|
28
|
Condor Capital Management
Martinsville,
New Jersey
|
$26.1M
|
+$9.4K
|
+140
|
+0%
|
|
|
29
|
Rockefeller Capital Management
New York
|
$24.3M
|
+$1.12M
|
+16,663
|
+5%
|
|
|
30
|
Cambridge Associates
Boston,
Massachusetts
|
$23.6M
|
+$5.89M
|
+87,789
|
+35%
|
|
|
31
|
Sequoia Financial Advisors
Akron,
Ohio
|
$23M
|
+$4.23M
|
+62,942
|
+23%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.7M
|
-$16.3M
|
-243,163
|
-43%
|
|
|
33
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.3M
|
+$10.3M
|
+153,797
|
+91%
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$22.2M
|
-$178K
|
-2,645
|
-0.8%
|
|
|
35
|
|
$22.1M
|
-$755K
|
-11,243
|
-3%
|
|
|
36
|
Colony Group
Boston,
Massachusetts
|
$21.9M
|
+$212K
|
+3,160
|
+1%
|
|
|
37
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.4M
|
+$3.61M
|
+53,705
|
+22%
|
|
|
38
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$18.5M
|
+$233K
|
+3,464
|
+1%
|
|
|
39
|
Global Retirement Partners
San Rafael,
California
|
$18M
|
+$1.26M
|
+18,718
|
+8%
|
|
|
40
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$17.7M
|
-$1.31M
|
-19,476
|
-7%
|
|
|
41
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$16.8M
|
-$686K
|
-10,217
|
-4%
|
|
|
42
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$16.4M
|
-$810K
|
-12,067
|
-5%
|
|
|
43
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$16M
|
+$245K
|
+3,647
|
+2%
|
|
|
44
|
Allworth Financial
Folsom,
California
|
$15.9M
|
-$33.4M
|
-497,248
|
-68%
|
|
|
45
|
|
$14.9M
|
+$448K
|
+6,672
|
+3%
|
|
|
46
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$14.8M
|
-$52.4K
|
-780
|
-0.4%
|
|
|
47
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$14.8M
|
-$3.3M
|
-49,201
|
-19%
|
|
|
48
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$14.8M
|
-$2.47M
|
-36,798
|
-15%
|
|
|
49
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$14.1M
|
+$2.1M
|
+31,258
|
+18%
|
|
|
50
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$13.3M
|
+$366K
|
+5,450
|
+3%
|
|
