|
26
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$31.1M
|
-$868K
|
-4,077
|
-3%
|
|
|
27
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$31.1M
|
-$868K
|
-4,077
|
-3%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.9M
|
-$3.47M
|
-16,285
|
-10%
|
|
|
29
|
ProVise Management Group
Clearwater,
Florida
|
$26.6M
|
+$873K
|
+4,098
|
+3%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$24.5M
|
-$5.74M
|
-26,934
|
-18%
|
|
|
31
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$21.2M
|
+$460K
|
+2,159
|
+2%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.4M
|
+$4.1M
|
+19,237
|
+23%
|
|
|
33
|
Financial Services Advisory
Rockville,
Maryland
|
$19.8M
|
+$40.7K
|
+191
|
+0.2%
|
|
|
34
|
Black Diamond Financial
Towson,
Maryland
|
$19.7M
|
-$178K
|
-834
|
-0.8%
|
|
|
35
|
Capital Advantage
Walnut Creek,
California
|
$18M
|
–
|
–
|
–
|
|
|
36
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$17.8M
|
-$492K
|
-2,309
|
-3%
|
|
|
37
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$17.3M
|
-$53.7K
|
-252
|
-0.3%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.1M
|
+$8.74M
|
+41,050
|
+106%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$16M
|
+$1.54M
|
+7,252
|
+10%
|
|
|
40
|
American Investment Services
Great Barrington,
Massachusetts
|
$15.5M
|
-$43.2K
|
-203
|
-0.3%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.4M
|
-$861K
|
-4,042
|
-5%
|
|
|
42
|
MA Private Wealth
San Carlos,
California
|
$14.9M
|
+$228K
|
+1,072
|
+1%
|
|
|
43
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$14.9M
|
+$738K
|
+3,466
|
+5%
|
|
|
44
|
Cozad Asset Management
Champaign,
Illinois
|
$14.6M
|
+$343K
|
+1,611
|
+2%
|
|
|
45
|
Modera Wealth Management
Westwood,
New Jersey
|
$14.6M
|
+$394K
|
+1,851
|
+3%
|
|
|
46
|
Empirical Wealth Management
Seattle,
Washington
|
$14.2M
|
+$165K
|
+777
|
+1%
|
|
|
47
|
Capital Investment Advisors
Atlanta,
Georgia
|
$14.1M
|
+$1.31M
|
+6,135
|
+10%
|
|
|
48
|
Ascent Group
Virginia Beach,
Virginia
|
$13.8M
|
+$14.6M
|
+68,615
|
New
|
|
|
49
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$13.1M
|
-$584K
|
-2,742
|
-4%
|
|
|
50
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$13M
|
+$2.03M
|
+9,529
|
+17%
|
|
