|
51
|
Cobblestone Capital Advisors
Rochester,
New York
|
$19.4M
|
+$141
|
+1
|
+0%
|
|
|
52
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$19.3M
|
-$8.21M
|
-58,409
|
-30%
|
|
|
53
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$19M
|
-$4.06M
|
-28,880
|
-18%
|
|
|
54
|
Meredith Wealth Planning
Maryville,
Illinois
|
$18.1M
|
-$1.32M
|
-9,404
|
-7%
|
|
|
55
|
Bell Investment Advisors
Oakland,
California
|
$17.5M
|
-$835K
|
-5,941
|
-5%
|
|
|
56
|
CFO4Life Group
Coppell,
Texas
|
$17.5M
|
-$479K
|
-3,410
|
-3%
|
|
|
57
|
Oppenheimer & Co
New York
|
$17M
|
+$538K
|
+3,823
|
+3%
|
|
|
58
|
|
$16.7M
|
+$1.86M
|
+13,203
|
+13%
|
|
|
59
|
Glenview Trust
Louisville,
Kentucky
|
$16.6M
|
+$417K
|
+2,965
|
+3%
|
|
|
60
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$15.7M
|
+$415K
|
+2,951
|
+3%
|
|
|
61
|
|
$15.5M
|
+$5.68M
|
+40,422
|
+60%
|
|
|
62
|
Journey Advisory Group
Covington,
Kentucky
|
$14.6M
|
-$254K
|
-1,810
|
-2%
|
|
|
63
|
Strategic Financial Services
Utica,
New York
|
$14.5M
|
+$656K
|
+4,664
|
+5%
|
|
|
64
|
Acropolis Investment Management
St. Louis,
Missouri
|
$14.5M
|
+$3.29M
|
+23,431
|
+30%
|
|
|
65
|
M&T Bank
Buffalo,
New York
|
$14.4M
|
-$1.14M
|
-8,140
|
-8%
|
|
|
66
|
Cetera Advisor Networks
El Segundo,
California
|
$14.2M
|
-$2.46M
|
-17,496
|
-15%
|
|
|
67
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$14M
|
-$7.87M
|
-55,941
|
-37%
|
|
|
68
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$13.9M
|
-$971K
|
-6,903
|
-7%
|
|
|
69
|
AE Wealth Management
Topeka,
Kansas
|
$13.8M
|
-$6.98M
|
-49,634
|
-34%
|
|
|
70
|
Stifel Financial
St. Louis,
Missouri
|
$12.7M
|
-$1.83M
|
-13,051
|
-13%
|
|
|
71
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$12.7M
|
+$908K
|
+6,456
|
+8%
|
|
|
72
|
Donaldson Capital Management
Evansville,
Indiana
|
$12.4M
|
-$696K
|
-4,951
|
-5%
|
|
|
73
|
Choreo LLC
Rockford,
Illinois
|
$12.3M
|
+$1.05M
|
+7,487
|
+10%
|
|
|
74
|
Summit Wealth Group
White River Junction,
Vermont
|
$12.3M
|
-$1.51B
|
-10,746,889
|
-99%
|
|
|
75
|
Mariner
Overland Park,
Kansas
|
$11.8M
|
-$39.9M
|
-283,467
|
-78%
|
|
