|
26
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20M
|
+$165K
|
+2,218
|
+0.8%
|
|
|
27
|
Colony Group
Boston,
Massachusetts
|
$18.4M
|
-$1.04M
|
-14,084
|
-5%
|
|
|
28
|
GHP Investment Advisors
Denver,
Colorado
|
$17.9M
|
-$26.4K
|
-356
|
-0.1%
|
|
|
29
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$17.7M
|
-$215K
|
-2,902
|
-1%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.3M
|
+$129K
|
+1,744
|
+0.8%
|
|
|
31
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$16.8M
|
+$400K
|
+5,396
|
+2%
|
|
|
32
|
NorthRock Partners
Minneapolis,
Minnesota
|
$16.4M
|
+$136K
|
+1,836
|
+0.8%
|
|
|
33
|
Probity Advisors
Dallas,
Texas
|
$15.9M
|
+$595K
|
+8,022
|
+4%
|
|
|
34
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$13.8M
|
-$659K
|
-8,882
|
-5%
|
|
|
35
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$13.5M
|
+$176K
|
+2,370
|
+1%
|
|
|
36
|
Salomon & Ludwin
Richmond,
Virginia
|
$13M
|
-$690K
|
-9,302
|
-5%
|
|
|
37
|
SPC Financial Inc
Rockville,
Maryland
|
$12.8M
|
+$172K
|
+2,320
|
+1%
|
|
|
38
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$12.7M
|
+$590K
|
+7,958
|
+5%
|
|
|
39
|
One Capital Management
Westlake Village,
California
|
$12M
|
+$409K
|
+5,516
|
+4%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.8M
|
-$80.7K
|
-1,088
|
-0.7%
|
|
|
41
|
Advisor Group
Phoenix,
Arizona
|
$10.7M
|
+$372K
|
+5,016
|
+4%
|
|
|
42
|
Franklin Resources
San Mateo,
California
|
$10.7M
|
-$224K
|
-3,014
|
-2%
|
|
|
43
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.2M
|
+$1.2M
|
+16,224
|
+13%
|
|
|
44
|
Confluence Investment Management
St. Louis,
Missouri
|
$10M
|
-$21.2K
|
-286
|
-0.2%
|
|
|
45
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$9.91M
|
+$196K
|
+2,646
|
+2%
|
|
|
46
|
Lutz Financial Services
Omaha,
Nebraska
|
$9.01M
|
-$1.29M
|
-17,454
|
-13%
|
|
|
47
|
People's United Financial
Bridgeport,
Connecticut
|
$8.79M
|
+$463K
|
+6,244
|
+6%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$8.72M
|
+$6.02M
|
+81,162
|
+224%
|
|
|
49
|
KeyBank National Association
Cleveland,
Ohio
|
$8.58M
|
-$162K
|
-2,180
|
-2%
|
|
|
50
|
BOK Financial
Tulsa,
Oklahoma
|
$8.42M
|
-$76.7K
|
-1,034
|
-0.9%
|
|
