|
51
|
UBS Group
Zurich,
Switzerland
|
$33.2M
|
+$420K
|
+8,669
|
+1%
|
|
|
52
|
Hantz Financial Services
Southfield,
Michigan
|
$32.8M
|
+$14.9M
|
+307,100
|
+81%
|
|
|
53
|
PDS Planning
Dublin,
Ohio
|
$31.7M
|
+$1.26M
|
+25,944
|
+4%
|
|
|
54
|
HighTower Advisors
Chicago,
Illinois
|
$30.1M
|
+$340K
|
+7,024
|
+1%
|
|
|
55
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$29.9M
|
-$2.73M
|
-56,424
|
-8%
|
|
|
56
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$29.8M
|
+$349K
|
+7,212
|
+1%
|
|
|
57
|
Brookstone Capital Management
Wheaton,
Illinois
|
$29.1M
|
+$2.67M
|
+55,211
|
+10%
|
|
|
58
|
Marotta Asset Management
Charlottesville,
Virginia
|
$27.8M
|
+$840K
|
+17,357
|
+3%
|
|
|
59
|
Valmark Advisers
Akron,
Ohio
|
$27.7M
|
+$409K
|
+8,440
|
+1%
|
|
|
60
|
Avion Wealth
The Woodlands,
Texas
|
$26.4M
|
+$2.32M
|
+48,023
|
+10%
|
|
|
61
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$24.7M
|
+$775K
|
+16,006
|
+3%
|
|
|
62
|
First Ascent Asset Management
Denver,
Colorado
|
$24.5M
|
+$1.52M
|
+31,473
|
+7%
|
|
|
63
|
CreativeOne Wealth
Overland Park,
Kansas
|
$24M
|
-$573K
|
-11,831
|
-2%
|
|
|
64
|
CSM Advisors
Warrendale,
Pennsylvania
|
$23M
|
–
|
–
|
–
|
|
|
65
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$23M
|
–
|
–
|
–
|
|
|
66
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$22.5M
|
+$7.25M
|
+149,681
|
+47%
|
|
|
67
|
HT Partners
Centerbrook,
Connecticut
|
$22.4M
|
+$895K
|
+18,496
|
+4%
|
|
|
68
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22.1M
|
-$341K
|
-7,037
|
-1%
|
|
|
69
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$22.1M
|
-$341K
|
-7,037
|
-1%
|
|
|
70
|
MilWealth Group
Milwaukee,
Wisconsin
|
$21.7M
|
+$396K
|
+8,180
|
+2%
|
|
|
71
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$21.4M
|
+$510K
|
+10,537
|
+2%
|
|
|
72
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$21.2M
|
+$319K
|
+6,600
|
+2%
|
|
|
73
|
Mariner
Overland Park,
Kansas
|
$21.2M
|
+$578K
|
+11,944
|
+3%
|
|
|
74
|
LWMG LLC
Lake Elmo,
Minnesota
|
$21M
|
+$763K
|
+15,769
|
+4%
|
|
|
75
|
Stifel Financial
St. Louis,
Missouri
|
$21M
|
-$407K
|
-8,411
|
-2%
|
|
