|
51
|
PDS Planning
Dublin,
Ohio
|
$31.1M
|
+$2.31M
|
+47,447
|
+8%
|
|
|
52
|
HighTower Advisors
Chicago,
Illinois
|
$30.4M
|
-$2.07M
|
-42,505
|
-6%
|
|
|
53
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$30.1M
|
+$1.16M
|
+23,893
|
+4%
|
|
|
54
|
Valmark Advisers
Akron,
Ohio
|
$27.9M
|
+$1.09M
|
+22,453
|
+4%
|
|
|
55
|
Marotta Asset Management
Charlottesville,
Virginia
|
$27.6M
|
+$27.5M
|
+563,825
|
New
|
|
|
56
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$27.5M
|
–
|
–
|
–
|
|
|
57
|
Brookstone Capital Management
Wheaton,
Illinois
|
$27M
|
+$2.11M
|
+43,377
|
+8%
|
|
|
58
|
CreativeOne Wealth
Overland Park,
Kansas
|
$25.2M
|
+$734K
|
+15,052
|
+3%
|
|
|
59
|
Avion Wealth
The Woodlands,
Texas
|
$24.6M
|
+$7.42M
|
+152,174
|
+43%
|
|
|
60
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$24.4M
|
+$769K
|
+15,772
|
+3%
|
|
|
61
|
CSM Advisors
Warrendale,
Pennsylvania
|
$23.5M
|
+$23.5M
|
+481,500
|
New
|
|
|
62
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$23.5M
|
+$23.5M
|
+481,500
|
New
|
|
|
63
|
First Ascent Asset Management
Denver,
Colorado
|
$23.5M
|
+$3.54M
|
+72,563
|
+18%
|
|
|
64
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$23M
|
-$289K
|
-5,923
|
-1%
|
|
|
65
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$23M
|
-$289K
|
-5,923
|
-1%
|
|
|
66
|
HT Partners
Centerbrook,
Connecticut
|
$22M
|
+$11.6K
|
+238
|
+0.1%
|
|
|
67
|
Stifel Financial
St. Louis,
Missouri
|
$21.9M
|
-$588K
|
-12,070
|
-3%
|
|
|
68
|
MilWealth Group
Milwaukee,
Wisconsin
|
$21.8M
|
-$209K
|
-4,282
|
-1%
|
|
|
69
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$21.4M
|
+$1.54M
|
+31,650
|
+8%
|
|
|
70
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$21.3M
|
+$4.65M
|
+95,500
|
+28%
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$21M
|
-$6.65M
|
-136,407
|
-24%
|
|
|
72
|
LWMG LLC
Lake Elmo,
Minnesota
|
$20.7M
|
+$189K
|
+3,870
|
+0.9%
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.3M
|
-$320K
|
-6,564
|
-2%
|
|
|
74
|
Raymond James & Associates
St Petersburg,
Florida
|
$20M
|
+$3.65M
|
+74,956
|
+22%
|
|
|
75
|
Cetera Advisors
Denver,
Colorado
|
$19.9M
|
+$1.19M
|
+24,380
|
+6%
|
|
