|
26
|
Bailard
Foster City,
California
|
$33.2M
|
+$589K
|
+5,310
|
+2%
|
|
|
27
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$32.5M
|
-$895K
|
-8,079
|
-3%
|
|
|
28
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$31.6M
|
-$145K
|
-1,306
|
-0.4%
|
|
|
29
|
Jones Financial Companies
Des Peres,
Missouri
|
$29M
|
+$1.02M
|
+9,245
|
+4%
|
|
|
30
|
SPC Financial Inc
Rockville,
Maryland
|
$26.1M
|
+$537K
|
+4,843
|
+2%
|
|
|
31
|
Mariner
Overland Park,
Kansas
|
$24.1M
|
-$1.43M
|
-12,873
|
-5%
|
|
|
32
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$22.9M
|
+$243K
|
+2,188
|
+1%
|
|
|
33
|
GHP Investment Advisors
Denver,
Colorado
|
$22.5M
|
-$105K
|
-943
|
-0.5%
|
|
|
34
|
United Capital Financial Advisors
Irving,
Texas
|
$22.2M
|
-$478K
|
-4,310
|
-2%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.1M
|
+$6.49M
|
+58,538
|
+40%
|
|
|
36
|
|
$22M
|
+$643K
|
+5,800
|
+3%
|
|
|
37
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$21.6M
|
+$195K
|
+1,763
|
+0.9%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$20.9M
|
-$624K
|
-5,628
|
-3%
|
|
|
39
|
Savant Capital
Rockford,
Illinois
|
$20.1M
|
-$2.61M
|
-23,537
|
-11%
|
|
|
40
|
MAI Capital Management
Independence,
Ohio
|
$19.6M
|
+$1.75M
|
+15,758
|
+10%
|
|
|
41
|
Probity Advisors
Dallas,
Texas
|
$19M
|
-$2.99M
|
-26,986
|
-13%
|
|
|
42
|
|
$18.7M
|
-$6.86M
|
-61,935
|
-26%
|
|
|
43
|
Rockefeller Capital Management
New York
|
$17.7M
|
+$383K
|
+3,452
|
+2%
|
|
|
44
|
Creative Planning
Overland Park,
Kansas
|
$17.6M
|
+$2.7M
|
+24,379
|
+18%
|
|
|
45
|
Waverly Advisors
Birmingham,
Alabama
|
$17.4M
|
-$471K
|
-4,247
|
-3%
|
|
|
46
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$17M
|
+$638K
|
+5,754
|
+4%
|
|
|
47
|
Focus Partners Wealth
Boston,
Massachusetts
|
$16.2M
|
+$5.23M
|
+47,169
|
+46%
|
|
|
48
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$15.4M
|
-$5.19M
|
-46,863
|
-25%
|
|
|
49
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$15M
|
-$1.36M
|
-12,295
|
-8%
|
|
|
50
|
Financial Engines Advisors
Santa Clara,
California
|
$14.5M
|
+$5.64M
|
+50,882
|
+62%
|
|
