|
26
|
Wellington Management Group
Boston,
Massachusetts
|
$41.7M
|
+$9.41M
|
+112,399
|
+29%
|
|
|
27
|
Opus Capital Group
Cincinnati,
Ohio
|
$41.6M
|
-$299K
|
-3,570
|
-0.7%
|
|
|
28
|
M&T Bank
Buffalo,
New York
|
$40.8M
|
+$1.12M
|
+13,407
|
+3%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.7M
|
-$1.49M
|
-17,762
|
-4%
|
|
|
30
|
Daido Life Insurance Company
Osaka,
Japan
|
$35.8M
|
–
|
–
|
–
|
|
|
31
|
Joel Isaacson & Co
New York
|
$35.3M
|
+$442K
|
+5,284
|
+1%
|
|
|
32
|
HCR Wealth Advisors
Los Angeles,
California
|
$35.2M
|
-$435K
|
-5,192
|
-1%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32.6M
|
-$411K
|
-4,914
|
-1%
|
|
|
34
|
Resource Management
Metairie,
Louisiana
|
$31.5M
|
+$2.24M
|
+26,786
|
+8%
|
|
|
35
|
Parsec Financial Management
Asheville,
North Carolina
|
$30.3M
|
+$3.15M
|
+37,596
|
+11%
|
|
|
36
|
Bouchey Financial Group
Troy,
New York
|
$28.6M
|
-$7.46M
|
-89,081
|
-21%
|
|
|
37
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$28.5M
|
+$9.61M
|
+114,776
|
+50%
|
|
|
38
|
Allworth Financial
Folsom,
California
|
$26.2M
|
-$3.03M
|
-36,173
|
-10%
|
|
|
39
|
D.A. Davidson & Co
Great Falls,
Montana
|
$26.2M
|
+$2.06M
|
+24,610
|
+8%
|
|
|
40
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$26M
|
-$4.77M
|
-56,942
|
-15%
|
|
|
41
|
Advisor Group
Phoenix,
Arizona
|
$25.2M
|
-$589K
|
-7,039
|
-2%
|
|
|
42
|
ETrade Capital Management
Arlington,
Virginia
|
$24.9M
|
+$294K
|
+3,514
|
+1%
|
|
|
43
|
|
$24.2M
|
+$24.4M
|
+291,500
|
+194,333%
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$23.9M
|
+$286K
|
+3,420
|
+1%
|
|
|
45
|
Cranberry Lake Advisors
Houston,
Texas
|
$23M
|
–
|
–
|
–
|
|
|
46
|
Northeast Financial Consultants
Westport,
Connecticut
|
$22.5M
|
+$1.5M
|
+17,929
|
+7%
|
|
|
47
|
Opus Investment Management
Worcester,
Massachusetts
|
$22.3M
|
+$249K
|
+2,979
|
+1%
|
|
|
48
|
AE Wealth Management
Topeka,
Kansas
|
$21.6M
|
+$3.99M
|
+47,700
|
+22%
|
|
|
49
|
Financial Sense Advisors
San Diego,
California
|
$21.5M
|
-$133K
|
-1,586
|
-0.6%
|
|
|
50
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$20.9M
|
+$3.83M
|
+45,781
|
+22%
|
|
