|
51
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$45.2M
|
+$4.02M
|
+73,709
|
+10%
|
|
|
52
|
|
$44.9M
|
+$42.3M
|
+773,902
|
New
|
|
|
53
|
Towneley Capital Management
Laguna Hills,
California
|
$44.3M
|
+$41.7M
|
+764,533
|
New
|
|
|
54
|
Univest Financial
Souderton,
Pennsylvania
|
$42.4M
|
+$408K
|
+7,470
|
+1%
|
|
|
55
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$42M
|
+$2.85M
|
+52,284
|
+8%
|
|
|
56
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$41.7M
|
+$11.7M
|
+213,779
|
+42%
|
|
|
57
|
|
$41.1M
|
+$6.4M
|
+117,300
|
+20%
|
|
|
58
|
D.A. Davidson & Co
Great Falls,
Montana
|
$39.4M
|
+$2.68M
|
+49,085
|
+8%
|
|
|
59
|
SAM Advisors
Oakhurst,
California
|
$39.2M
|
+$1.08M
|
+19,781
|
+3%
|
|
|
60
|
Comerica Bank
Dallas,
Texas
|
$38.6M
|
+$3.16M
|
+57,902
|
+10%
|
|
|
61
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$38.6M
|
+$3.43M
|
+62,762
|
+10%
|
|
|
62
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$37.8M
|
-$2.26M
|
-41,454
|
-6%
|
|
|
63
|
BOK Financial Private Wealth
Denver,
Colorado
|
$37.5M
|
+$11M
|
+200,620
|
+45%
|
|
|
64
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$37.4M
|
+$677K
|
+12,400
|
+2%
|
|
|
65
|
Cetera Advisors
Denver,
Colorado
|
$37.2M
|
+$889K
|
+16,283
|
+3%
|
|
|
66
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$37.1M
|
-$533K
|
-9,771
|
-2%
|
|
|
67
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$36.2M
|
+$34.1M
|
+624,484
|
New
|
|
|
68
|
Efficient Advisors
Mason,
Ohio
|
$36.2M
|
-$2.8M
|
-51,251
|
-8%
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35.9M
|
+$5.44M
|
+99,613
|
+19%
|
|
|
70
|
Allen Investment Management
New York
|
$35.1M
|
-$328K
|
-6,015
|
-1%
|
|
|
71
|
Avantax Planning Partners
Dubuque,
Iowa
|
$34.2M
|
+$1.71M
|
+31,356
|
+6%
|
|
|
72
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$34.1M
|
-$516K
|
-9,451
|
-2%
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$34.1M
|
+$3.31M
|
+60,705
|
+12%
|
|
|
74
|
Peak Financial Management
Wellesley,
Massachusetts
|
$32.5M
|
+$3.3M
|
+60,418
|
+12%
|
|
|
75
|
SignatureFD
Atlanta,
Georgia
|
$32M
|
-$2.75M
|
-50,299
|
-8%
|
|
