|
26
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$33.7M
|
-$3M
|
-14,124
|
-8%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$31.6M
|
-$6.14M
|
-28,873
|
-16%
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.5M
|
+$13.7M
|
+64,400
|
+92%
|
|
|
29
|
ProVise Management Group
Clearwater,
Florida
|
$27.2M
|
+$498K
|
+2,342
|
+2%
|
|
|
30
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$21.9M
|
-$20M
|
-93,929
|
-48%
|
|
|
31
|
Black Diamond Financial
Towson,
Maryland
|
$21M
|
-$177K
|
-835
|
-0.8%
|
|
|
32
|
Financial Services Advisory
Rockville,
Maryland
|
$20.8M
|
+$380K
|
+1,788
|
+2%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20M
|
+$305K
|
+1,437
|
+2%
|
|
|
34
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$19.3M
|
-$527K
|
-2,477
|
-3%
|
|
|
35
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$18.3M
|
+$872K
|
+4,101
|
+5%
|
|
|
36
|
GeoWealth Management
Chicago,
Illinois
|
$18.2M
|
-$566K
|
-2,663
|
-3%
|
|
|
37
|
Capital Advantage
Walnut Creek,
California
|
$18M
|
+$464K
|
+2,185
|
+3%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.4M
|
+$1.71M
|
+8,045
|
+11%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.2M
|
-$57.8K
|
-272
|
-0.3%
|
|
|
40
|
American Investment Services
Great Barrington,
Massachusetts
|
$16.4M
|
-$44.9K
|
-211
|
-0.3%
|
|
|
41
|
MA Private Wealth
San Carlos,
California
|
$15.5M
|
+$494K
|
+2,324
|
+3%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$15.3M
|
+$1.93M
|
+9,085
|
+14%
|
|
|
43
|
Cozad Asset Management
Champaign,
Illinois
|
$15.1M
|
-$231K
|
-1,086
|
-2%
|
|
|
44
|
Modera Wealth Management
Westwood,
New Jersey
|
$15M
|
+$14.8M
|
+69,402
|
+5,629%
|
|
|
45
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$15M
|
+$15M
|
+70,582
|
New
|
|
|
46
|
Empirical Wealth Management
Seattle,
Washington
|
$14.9M
|
+$907K
|
+4,267
|
+6%
|
|
|
47
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$14.4M
|
+$595K
|
+2,800
|
+4%
|
|
|
48
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13.6M
|
+$1.06M
|
+4,977
|
+8%
|
|
|
49
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.6M
|
-$2.36M
|
-11,107
|
-15%
|
|
|
50
|
|
$11.8M
|
-$23.7M
|
-111,381
|
-67%
|
|
