|
26
|
Bank of New York Mellon
New York
|
$86.9M
|
+$8.85M
|
+77,259
|
+11%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$83.7M
|
+$15.7M
|
+136,844
|
+22%
|
|
|
28
|
McLean Asset Management
Tysons,
Virginia
|
$82.4M
|
+$7.36M
|
+64,283
|
+9%
|
|
|
29
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$81.5M
|
+$84M
|
+733,306
|
New
|
|
|
30
|
B&D White Capital Company
Lakeway,
Texas
|
$81.4M
|
-$2.07M
|
-18,116
|
-2%
|
|
|
31
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$77.7M
|
+$2.07M
|
+18,115
|
+3%
|
|
|
32
|
Simplicity Wealth
Summit,
New Jersey
|
$76.7M
|
-$1.05M
|
-9,127
|
-1%
|
|
|
33
|
Cresset Asset Management
Chicago,
Illinois
|
$72.5M
|
+$555K
|
+4,849
|
+0.7%
|
|
|
34
|
SC&H Financial Advisors
Sparks,
Maryland
|
$70.7M
|
+$915K
|
+7,994
|
+1%
|
|
|
35
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$68.3M
|
+$4.42M
|
+38,641
|
+7%
|
|
|
36
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$67.3M
|
+$4.53M
|
+39,565
|
+7%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$64.4M
|
+$8.88M
|
+77,555
|
+15%
|
|
|
38
|
Plancorp LLC
Saint Louis,
Missouri
|
$61.3M
|
+$683K
|
+5,962
|
+1%
|
|
|
39
|
Savant Capital
Rockford,
Illinois
|
$60M
|
+$17.4M
|
+151,810
|
+39%
|
|
|
40
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$58.1M
|
+$771K
|
+6,737
|
+1%
|
|
|
41
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$57.4M
|
+$2.78M
|
+24,282
|
+5%
|
|
|
42
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$55.8M
|
-$55.5K
|
-485
|
-0.1%
|
|
|
43
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$54.6M
|
+$370K
|
+3,230
|
+0.7%
|
|
|
44
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$54.2M
|
-$87.7K
|
-766
|
-0.2%
|
|
|
45
|
Leo Wealth LLC
Hurst,
Texas
|
$52.5M
|
-$1.37M
|
-11,937
|
-2%
|
|
|
46
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$51M
|
-$16.8M
|
-146,810
|
-24%
|
|
|
47
|
Strategic Blueprint
Atlanta,
Georgia
|
$49.9M
|
-$1.92M
|
-16,756
|
-4%
|
|
|
48
|
World Investment Advisors
Santa Barbara,
California
|
$49.1M
|
+$3.16M
|
+27,580
|
+7%
|
|
|
49
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$48.5M
|
+$5.71M
|
+49,857
|
+13%
|
|
|
50
|
Red Lighthouse Investment Management
New York
|
$48.1M
|
+$450K
|
+3,933
|
+0.9%
|
|
