|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.8M
|
+$6.44M
|
+53,795
|
+37%
|
|
|
27
|
|
$22.5M
|
+$3.25M
|
+27,097
|
+16%
|
|
|
28
|
Windham Capital Management
Boston,
Massachusetts
|
$21.4M
|
-$453K
|
-3,783
|
-2%
|
|
|
29
|
United Capital Financial Advisors
Irving,
Texas
|
$20M
|
-$219K
|
-1,828
|
-1%
|
|
|
30
|
Fusion Family Wealth
Woodbury,
New York
|
$19.5M
|
+$35.9K
|
+300
|
+0.2%
|
|
|
31
|
FDx Advisors
Chicago,
Illinois
|
$19.2M
|
+$15.1M
|
+125,688
|
+311%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19M
|
+$1.21M
|
+10,097
|
+7%
|
|
|
33
|
Trilogy Capital
Irvine,
California
|
$15.6M
|
+$915K
|
+7,637
|
+6%
|
|
|
34
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$15.4M
|
-$24.4K
|
-204
|
-0.2%
|
|
|
35
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$15.2M
|
+$853K
|
+7,121
|
+6%
|
|
|
36
|
|
$14.5M
|
-$778K
|
-6,495
|
-5%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.3M
|
+$2.73M
|
+22,762
|
+22%
|
|
|
38
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$13M
|
-$2.01M
|
-16,782
|
-13%
|
|
|
39
|
Symmetry Partners
Glastonbury,
Connecticut
|
$12.6M
|
+$393K
|
+3,278
|
+3%
|
|
|
40
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$12.2M
|
+$204K
|
+1,704
|
+2%
|
|
|
41
|
Natixis Advisors
Boston,
Massachusetts
|
$12.1M
|
+$12.6M
|
+104,884
|
New
|
|
|
42
|
PrairieView Partners
St. Paul,
Minnesota
|
$10.6M
|
+$700K
|
+5,844
|
+7%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.6M
|
+$1.12M
|
+9,345
|
+11%
|
|
|
44
|
Franklin Resources
San Mateo,
California
|
$9.97M
|
–
|
–
|
–
|
|
|
45
|
Ameriprise
Minneapolis,
Minnesota
|
$9.95M
|
+$1.28M
|
+10,711
|
+14%
|
|
|
46
|
Congress Asset Management
Boston,
Massachusetts
|
$9.8M
|
-$125K
|
-1,045
|
-1%
|
|
|
47
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$8.54M
|
-$1.16M
|
-9,675
|
-12%
|
|
|
48
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$8.42M
|
+$115M
|
+956,042
|
+19,353%
|
|
|
49
|
Meadow Creek Investment Management
Atlanta,
Georgia
|
$8.23M
|
-$187K
|
-1,564
|
-2%
|
|
|
50
|
Colorado Capital Management
Boulder,
Colorado
|
$7.72M
|
+$464K
|
+3,872
|
+6%
|
|
