|
26
|
Gemmer Asset Management
Walnut Creek,
California
|
$17.4M
|
+$679K
|
+22,244
|
+4%
|
|
|
27
|
Pasadena Private Wealth
Pasadena,
California
|
$14.5M
|
-$78.6K
|
-2,572
|
-0.5%
|
|
|
28
|
Foster & Motley
Cincinnati,
Ohio
|
$13.9M
|
-$456K
|
-14,937
|
-3%
|
|
|
29
|
Collective Family Office
York,
Pennsylvania
|
$13M
|
+$122K
|
+4,000
|
+0.9%
|
|
|
30
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12.8M
|
-$19.7M
|
-644,882
|
-61%
|
|
|
31
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$12.5M
|
+$1.44M
|
+47,209
|
+13%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.2M
|
+$224K
|
+7,338
|
+2%
|
|
|
33
|
Charles Schwab Trust
Henderson,
Nevada
|
$11M
|
+$189K
|
+6,183
|
+2%
|
|
|
34
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$11M
|
+$280K
|
+9,164
|
+3%
|
|
|
35
|
Shore Point Advisors
Brielle,
New Jersey
|
$10.9M
|
+$345K
|
+11,300
|
+3%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$1.06M
|
+34,643
|
+11%
|
|
|
37
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$10.6M
|
+$130K
|
+4,270
|
+1%
|
|
|
38
|
MAI Capital Management
Independence,
Ohio
|
$10.2M
|
-$66.6K
|
-2,182
|
-0.6%
|
|
|
39
|
Savant Capital
Rockford,
Illinois
|
$9.11M
|
-$73.2K
|
-2,398
|
-0.8%
|
|
|
40
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.86M
|
-$25.5K
|
-836
|
-0.3%
|
|
|
41
|
NFP Retirement Inc
Aliso Viejo,
California
|
$8.46M
|
+$410K
|
+13,428
|
+5%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$8.35M
|
+$88.3K
|
+2,891
|
+1%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$8.14M
|
+$604K
|
+19,787
|
+8%
|
|
|
44
|
Sound Stewardship
Overland Park,
Kansas
|
$8.08M
|
-$66.7K
|
-2,184
|
-0.8%
|
|
|
45
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$7.65M
|
+$391K
|
+12,803
|
+5%
|
|
|
46
|
Waverly Advisors
Birmingham,
Alabama
|
$7.42M
|
+$798K
|
+26,135
|
+12%
|
|
|
47
|
Forte Capital
Rochester,
New York
|
$7.41M
|
+$221K
|
+7,226
|
+3%
|
|
|
48
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.08M
|
+$498K
|
+16,289
|
+7%
|
|
|
49
|
Opes Wealth Management
Menlo Park,
California
|
$7.02M
|
+$168K
|
+5,498
|
+2%
|
|
|
50
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$7M
|
-$610K
|
-19,987
|
-8%
|
|
