|
76
|
Creative Planning
Overland Park,
Kansas
|
$20.5M
|
+$3.81M
|
+32,437
|
+21%
|
|
|
77
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$20.1M
|
+$550K
|
+4,676
|
+3%
|
|
|
78
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$20.1M
|
+$2.6M
|
+22,106
|
+14%
|
|
|
79
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$20.1M
|
+$12.7M
|
+107,584
|
+148%
|
|
|
80
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.9M
|
+$2.75M
|
+23,388
|
+15%
|
|
|
81
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.8M
|
-$938K
|
-7,980
|
-4%
|
|
|
82
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$19.4M
|
+$1.15M
|
+9,791
|
+6%
|
|
|
83
|
Empirical Wealth Management
Seattle,
Washington
|
$19.2M
|
+$1.06M
|
+8,998
|
+6%
|
|
|
84
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.7M
|
-$19.7M
|
-167,698
|
-50%
|
|
|
85
|
EP Wealth Advisors
Torrance,
California
|
$18.7M
|
-$1.7M
|
-14,449
|
-8%
|
|
|
86
|
Seneca Financial Advisors
Rochester,
New York
|
$18.1M
|
+$1.88M
|
+15,992
|
+11%
|
|
|
87
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$17.9M
|
+$9.01M
|
+76,627
|
+92%
|
|
|
88
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$17.8M
|
+$1.26M
|
+10,750
|
+7%
|
|
|
89
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$17.7M
|
+$16.9M
|
+143,759
|
+937%
|
|
|
90
|
First National Bank of Omaha
Omaha,
Nebraska
|
$17.7M
|
-$2.94M
|
-24,987
|
-13%
|
|
|
91
|
Affinity Capital Advisors
Berkeley,
California
|
$17.6M
|
+$1.73M
|
+14,745
|
+10%
|
|
|
92
|
NorthRock Partners
Minneapolis,
Minnesota
|
$17.3M
|
+$11.7M
|
+99,315
|
+176%
|
|
|
93
|
Farther Finance Advisors
San Francisco,
California
|
$16.7M
|
+$4.38M
|
+37,225
|
+34%
|
|
|
94
|
Robinswood Financial
Kirkland,
Washington
|
$16.5M
|
+$596K
|
+5,071
|
+4%
|
|
|
95
|
Wakefield Asset Management
Englewood,
Colorado
|
$16.3M
|
+$1.08M
|
+9,191
|
+7%
|
|
|
96
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$16.2M
|
+$6.48M
|
+55,104
|
+61%
|
|
|
97
|
Kestra Private Wealth Services
Austin,
Texas
|
$16.1M
|
+$794K
|
+6,755
|
+5%
|
|
|
98
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.1M
|
-$2.84M
|
-24,121
|
-14%
|
|
|
99
|
IHT Wealth Management
Chicago,
Illinois
|
$16M
|
+$11.3M
|
+95,916
|
+199%
|
|
|
100
|
Mercer Global Advisors
Denver,
Colorado
|
$15.8M
|
-$2.62M
|
-22,254
|
-14%
|
|
