|
26
|
IEQ Capital
Foster City,
California
|
$37.4M
|
-$1.29M
|
-5,214
|
-3%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$36.4M
|
+$674K
|
+2,716
|
+2%
|
|
|
28
|
Investment Planning Advisors
Cumming,
Georgia
|
$35.9M
|
+$3.9M
|
+15,704
|
+12%
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35.9M
|
-$5.98M
|
-24,088
|
-14%
|
|
|
30
|
One Capital Management
Westlake Village,
California
|
$33.8M
|
-$8.13M
|
-32,764
|
-19%
|
|
|
31
|
ProVise Management Group
Clearwater,
Florida
|
$32.1M
|
+$388K
|
+1,565
|
+1%
|
|
|
32
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$31.3M
|
+$6.16M
|
+24,837
|
+23%
|
|
|
33
|
Black Diamond Financial
Towson,
Maryland
|
$26.5M
|
-$248K
|
-1,000
|
-0.9%
|
|
|
34
|
Praetorian Wealth Management
Carmel,
California
|
$22.8M
|
+$588K
|
+2,369
|
+3%
|
|
|
35
|
|
$21.8M
|
-$95M
|
-382,983
|
-80%
|
|
|
36
|
Empirical Wealth Management
Seattle,
Washington
|
$21.1M
|
+$909K
|
+3,661
|
+4%
|
|
|
37
|
Capital Investment Advisors
Atlanta,
Georgia
|
$21.1M
|
+$931K
|
+3,750
|
+4%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.6M
|
+$666K
|
+2,683
|
+3%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.1M
|
-$3.32M
|
-13,397
|
-14%
|
|
|
40
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$19.1M
|
-$613K
|
-2,469
|
-3%
|
|
|
41
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$16.5M
|
+$23.6K
|
+95
|
+0.1%
|
|
|
42
|
Cozad Asset Management
Champaign,
Illinois
|
$16.4M
|
-$148K
|
-597
|
-0.9%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$16.1M
|
+$152K
|
+612
|
+0.9%
|
|
|
44
|
Modera Wealth Management
Westwood,
New Jersey
|
$16M
|
-$98.5K
|
-397
|
-0.6%
|
|
|
45
|
Patten & Patten
Chattanooga,
Tennessee
|
$15.4M
|
+$522K
|
+2,105
|
+3%
|
|
|
46
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.9M
|
-$1.61M
|
-6,486
|
-9%
|
|
|
47
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.7M
|
+$1.41M
|
+5,683
|
+10%
|
|
|
48
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.4M
|
-$7.93M
|
-31,950
|
-35%
|
|
|
49
|
Colorado Capital Management
Boulder,
Colorado
|
$14.1M
|
+$1.52M
|
+6,134
|
+11%
|
|
|
50
|
HB Wealth Management
Atlanta,
Georgia
|
$14M
|
–
|
–
|
–
|
|
