|
26
|
Windham Capital Management
Boston,
Massachusetts
|
$20.6M
|
-$549K
|
-5,411
|
-2%
|
|
|
27
|
Vanguard Group
Malvern,
Pennsylvania
|
$19.2M
|
-$4.95M
|
-48,850
|
-19%
|
|
|
28
|
Fusion Family Wealth
Woodbury,
New York
|
$16.6M
|
+$69.2K
|
+682
|
+0.4%
|
|
|
29
|
United Capital Financial Advisors
Irving,
Texas
|
$16.4M
|
+$31.5K
|
+311
|
+0.2%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$15.2M
|
+$7.32M
|
+72,204
|
+82%
|
|
|
31
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$15.2M
|
+$1.62M
|
+15,985
|
+11%
|
|
|
32
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$14.7M
|
+$15.7M
|
+155,052
|
New
|
|
|
33
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$13.5M
|
+$10.2M
|
+100,394
|
+236%
|
|
|
34
|
Freestone Capital Holdings
Seattle,
Washington
|
$13.2M
|
+$14.1M
|
+139,064
|
New
|
|
|
35
|
Trilogy Capital
Irvine,
California
|
$13.1M
|
-$256K
|
-2,520
|
-2%
|
|
|
36
|
|
$12.6M
|
+$22.2K
|
+219
|
+0.2%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.5M
|
-$614K
|
-6,054
|
-4%
|
|
|
38
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.3M
|
-$925K
|
-9,125
|
-7%
|
|
|
39
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12M
|
+$1.41M
|
+13,873
|
+12%
|
|
|
40
|
Symmetry Partners
Glastonbury,
Connecticut
|
$11.9M
|
+$1.13M
|
+11,143
|
+10%
|
|
|
41
|
Advisor Group
Phoenix,
Arizona
|
$11.3M
|
+$5.96M
|
+58,800
|
+97%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.7M
|
+$948K
|
+9,349
|
+9%
|
|
|
43
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$10.3M
|
+$181K
|
+1,786
|
+2%
|
|
|
44
|
FDx Advisors
Chicago,
Illinois
|
$9.95M
|
-$6.58M
|
-64,930
|
-38%
|
|
|
45
|
PrairieView Partners
St. Paul,
Minnesota
|
$9.13M
|
+$727K
|
+7,174
|
+8%
|
|
|
46
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$9.07M
|
-$343K
|
-3,384
|
-3%
|
|
|
47
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$9.06M
|
+$9.75M
|
+96,108
|
New
|
|
|
48
|
Pure Financial Advisors
San Diego,
California
|
$8.43M
|
+$1.84M
|
+18,169
|
+26%
|
|
|
49
|
Franklin Resources
San Mateo,
California
|
$8.18M
|
–
|
–
|
–
|
|
|
50
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.67M
|
+$7.85M
|
+77,382
|
+2,011%
|
|
