|
26
|
Bank of America
Charlotte,
North Carolina
|
$30.6M
|
+$3.01M
|
+93,244
|
+11%
|
|
|
27
|
Planning Center Inc
Moline,
Illinois
|
$28.3M
|
-$3.46M
|
-107,280
|
-11%
|
|
|
28
|
True Link Financial Advisors
San Francisco,
California
|
$28.2M
|
+$437K
|
+13,546
|
+2%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$27.3M
|
+$6M
|
+185,939
|
+28%
|
|
|
30
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$26.6M
|
+$528K
|
+16,352
|
+2%
|
|
|
31
|
ML&R Wealth Management
Austin,
Texas
|
$25.9M
|
+$2.01M
|
+62,256
|
+8%
|
|
|
32
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$24.9M
|
-$193K
|
-5,980
|
-0.8%
|
|
|
33
|
Relative Value Partners Group
|
$24.6M
|
+$1.15M
|
+35,604
|
+5%
|
|
|
34
|
Strategic Financial Services
Utica,
New York
|
$23.5M
|
+$23.5M
|
+729,148
|
New
|
|
|
35
|
Carlson Capital Management
Northfield,
Minnesota
|
$23.2M
|
-$162K
|
-5,029
|
-0.7%
|
|
|
36
|
Willow Creek Wealth Management
Sebastopol,
California
|
$23.2M
|
+$112K
|
+3,459
|
+0.5%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$23.2M
|
+$16.7M
|
+516,740
|
+256%
|
|
|
38
|
Schoolcraft Capital
Boulder,
Colorado
|
$22.9M
|
-$493K
|
-15,260
|
-2%
|
|
|
39
|
KEB Asset Management
Springfield,
Illinois
|
$22M
|
+$44.7K
|
+1,385
|
+0.2%
|
|
|
40
|
Merriman Wealth Management
Seattle,
Washington
|
$21M
|
-$798K
|
-24,711
|
-4%
|
|
|
41
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$18.4M
|
-$4.4M
|
-136,342
|
-19%
|
|
|
42
|
Sequoia Financial Advisors
Akron,
Ohio
|
$18.1M
|
+$2.63M
|
+81,609
|
+17%
|
|
|
43
|
Wealth Architects
Mountain View,
California
|
$17.4M
|
+$417K
|
+12,927
|
+2%
|
|
|
44
|
Capital Performance Advisors
Walnut Creek,
California
|
$17.3M
|
-$307K
|
-9,516
|
-2%
|
|
|
45
|
Bayshore Asset Management
Coral Gables,
Florida
|
$16.9M
|
+$518K
|
+16,052
|
+3%
|
|
|
46
|
Forum Financial Management
Lombard,
Illinois
|
$16.6M
|
-$241K
|
-7,460
|
-1%
|
|
|
47
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$15M
|
+$1.23M
|
+38,118
|
+9%
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15M
|
+$3.42M
|
+105,865
|
+30%
|
|
|
49
|
Sentinel Trust
Houston,
Texas
|
$14.9M
|
–
|
–
|
–
|
|
|
50
|
HighTower Advisors
Chicago,
Illinois
|
$14.2M
|
+$5.94M
|
+184,183
|
+72%
|
|
