|
26
|
Modera Wealth Management
Westwood,
New Jersey
|
$25.3M
|
-$769K
|
-15,922
|
-3%
|
|
|
27
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$25M
|
-$1.41M
|
-29,150
|
-5%
|
|
|
28
|
Klingman & Associates
New York
|
$24.6M
|
+$2.98M
|
+61,815
|
+14%
|
|
|
29
|
Credit Suisse
Zurich,
Switzerland
|
$23.9M
|
+$4.7M
|
+97,401
|
+25%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$23.7M
|
-$2.94M
|
-60,955
|
-11%
|
|
|
31
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$22.9M
|
+$8.41M
|
+174,141
|
+59%
|
|
|
32
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$22.7M
|
+$17.2K
|
+357
|
+0.1%
|
|
|
33
|
|
$22.5M
|
+$22.3M
|
+462,641
|
New
|
|
|
34
|
IndexIQ Advisors
New York
|
$20.9M
|
-$12M
|
-248,665
|
-37%
|
|
|
35
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$19.8M
|
+$677K
|
+14,031
|
+4%
|
|
|
36
|
|
$19.5M
|
+$117K
|
+2,427
|
+0.6%
|
|
|
37
|
Morningstar Investment Services
Chicago,
Illinois
|
$19.4M
|
-$20.6K
|
-427
|
-0.1%
|
|
|
38
|
Webster Bank
Waterbury,
Connecticut
|
$18.6M
|
+$844K
|
+17,474
|
+5%
|
|
|
39
|
Tompkins Financial
Ithaca,
New York
|
$17.9M
|
+$950K
|
+19,673
|
+6%
|
|
|
40
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$15.7M
|
+$1.8M
|
+37,189
|
+13%
|
|
|
41
|
Garde Capital
Seattle,
Washington
|
$15.4M
|
+$4.25K
|
+88
|
+0%
|
|
|
42
|
Cypress Capital
Franklin,
Tennessee
|
$15.1M
|
+$2.4M
|
+49,728
|
+19%
|
|
|
43
|
Windham Capital Management
Boston,
Massachusetts
|
$14.3M
|
-$10.1M
|
-208,532
|
-41%
|
|
|
44
|
Morningstar Investment Management
Chicago,
Illinois
|
$14.3M
|
+$3.46M
|
+71,568
|
+32%
|
|
|
45
|
|
$13.1M
|
-$6M
|
-124,368
|
-32%
|
|
|
46
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$12.2M
|
+$111K
|
+2,293
|
+0.9%
|
|
|
47
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$11.9M
|
+$503K
|
+10,427
|
+4%
|
|
|
48
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.7M
|
+$3.11M
|
+64,482
|
+37%
|
|
|
49
|
AssetMark Inc
Concord,
California
|
$11.7M
|
-$3.19M
|
-66,055
|
-22%
|
|
|
50
|
JMG Financial Group
Downers Grove,
Illinois
|
$10.9M
|
+$426K
|
+8,819
|
+4%
|
|
