|
26
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17.4M
|
-$746K
|
-10,054
|
-4%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$16.4M
|
+$797K
|
+10,740
|
+5%
|
|
|
28
|
GHP Investment Advisors
Denver,
Colorado
|
$16.2M
|
+$127K
|
+1,708
|
+0.7%
|
|
|
29
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$15M
|
+$16.9M
|
+227,908
|
New
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.9M
|
+$3.82M
|
+51,428
|
+29%
|
|
|
31
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$14.4M
|
-$889K
|
-11,980
|
-5%
|
|
|
32
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$14.3M
|
+$2.64M
|
+35,510
|
+20%
|
|
|
33
|
NorthRock Partners
Minneapolis,
Minnesota
|
$13.9M
|
+$1.47M
|
+19,754
|
+10%
|
|
|
34
|
Probity Advisors
Dallas,
Texas
|
$13.5M
|
+$836K
|
+11,264
|
+6%
|
|
|
35
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$13.2M
|
+$12.9M
|
+174,292
|
+657%
|
|
|
36
|
Regions Financial Corp
Birmingham,
Alabama
|
$12.3M
|
-$1.13M
|
-15,280
|
-8%
|
|
|
37
|
Salomon & Ludwin
Richmond,
Virginia
|
$12M
|
+$13.5M
|
+181,978
|
New
|
|
|
38
|
SPC Financial Inc
Rockville,
Maryland
|
$11.7M
|
-$514K
|
-6,920
|
-4%
|
|
|
39
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$11.5M
|
+$339K
|
+4,570
|
+3%
|
|
|
40
|
AllianceBernstein
Nashville,
Tennessee
|
$9.85M
|
+$4.24M
|
+57,102
|
+62%
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.5M
|
-$142K
|
-1,916
|
-1%
|
|
|
42
|
One Capital Management
Westlake Village,
California
|
$9.45M
|
-$276K
|
-3,716
|
-3%
|
|
|
43
|
Advisor Group
Phoenix,
Arizona
|
$8.84M
|
-$5.33M
|
-71,778
|
-35%
|
|
|
44
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$8.61M
|
+$121K
|
+1,628
|
+1%
|
|
|
45
|
Centerpoint Advisors
Needham,
Massachusetts
|
$8.6M
|
-$4.21M
|
-56,698
|
-30%
|
|
|
46
|
KeyBank National Association
Cleveland,
Ohio
|
$8.29M
|
+$252K
|
+3,394
|
+3%
|
|
|
47
|
UMB Bank
Kansas City,
Missouri
|
$7.78M
|
+$1.6M
|
+21,600
|
+22%
|
|
|
48
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.73M
|
+$1.18M
|
+15,852
|
+16%
|
|
|
49
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$7.68M
|
+$360K
|
+4,846
|
+4%
|
|
|
50
|
Evanson Asset Management
Carmel,
California
|
$7.49M
|
+$12.6K
|
+170
|
+0.1%
|
|
