|
26
|
Ameriprise
Minneapolis,
Minnesota
|
$10.3M
|
+$1.06M
|
+14,242
|
+10%
|
|
|
27
|
Waverly Advisors
Birmingham,
Alabama
|
$10.1M
|
–
|
–
|
–
|
|
|
28
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$9.57M
|
–
|
–
|
–
|
|
|
29
|
First Western Trust Bank
Denver,
Colorado
|
$8.98M
|
+$3.34M
|
+44,858
|
+52%
|
|
|
30
|
Natixis Advisors
Boston,
Massachusetts
|
$8.69M
|
+$9.46M
|
+127,110
|
New
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.67M
|
-$501K
|
-6,732
|
-5%
|
|
|
32
|
CIBC World Market
Toronto,
Ontario, Canada
|
$8.63M
|
+$35.7K
|
+480
|
+0.4%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.59M
|
-$2.64M
|
-35,519
|
-22%
|
|
|
34
|
Foster Group
West Des Moines,
Iowa
|
$8.39M
|
+$625K
|
+8,401
|
+7%
|
|
|
35
|
Venturi Wealth Management
Austin,
Texas
|
$7.95M
|
-$28.8M
|
-386,832
|
-77%
|
|
|
36
|
Litman Gregory Wealth Management
Larkspur,
California
|
$7.81M
|
+$2.54M
|
+34,072
|
+43%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.42M
|
-$2.34M
|
-31,393
|
-22%
|
|
|
38
|
Old National Bancorp
Evansville,
Indiana
|
$7.41M
|
-$3.26M
|
-43,737
|
-29%
|
|
|
39
|
Schroder Investment Management Group
London,
United Kingdom
|
$7.36M
|
-$86.6K
|
-1,164
|
-1%
|
|
|
40
|
Atria Wealth Solutions
New York
|
$6.95M
|
+$339K
|
+4,554
|
+5%
|
|
|
41
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$6.78M
|
+$28.8K
|
+387
|
+0.4%
|
|
|
42
|
|
$6.5M
|
+$2.41M
|
+32,397
|
+52%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.38M
|
+$194K
|
+2,601
|
+3%
|
|
|
44
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$6.29M
|
-$1.05M
|
-14,094
|
-13%
|
|
|
45
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$6.29M
|
-$1.05M
|
-14,094
|
-13%
|
|
|
46
|
LVW Advisors
Pittsford,
New York
|
$6.17M
|
-$1.46M
|
-19,585
|
-18%
|
|
|
47
|
Rockefeller Capital Management
New York
|
$6.12M
|
+$1.83M
|
+24,580
|
+38%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$6.02M
|
-$807K
|
-10,842
|
-11%
|
|
|
49
|
Financial & Tax Architects
St Louis,
Missouri
|
$5.49M
|
-$809K
|
-10,871
|
-12%
|
|
|
50
|
Pegasus Partners
Mequon,
Wisconsin
|
$5.34M
|
+$499K
|
+6,708
|
+9%
|
|
