|
51
|
Wharton Business Group
Malvern,
Pennsylvania
|
$26.7M
|
–
|
–
|
–
|
|
|
52
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$25.6M
|
-$1.71M
|
-32,825
|
-6%
|
|
|
53
|
Breakwater Capital Group
Paramus,
New Jersey
|
$24.1M
|
-$198K
|
-3,805
|
-0.8%
|
|
|
54
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$23.2M
|
+$44.1K
|
+847
|
+0.2%
|
|
|
55
|
Flynn Zito Capital Management
Garden City,
New York
|
$23.1M
|
+$156K
|
+2,997
|
+0.7%
|
|
|
56
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$21.6M
|
+$2.89M
|
+55,586
|
+16%
|
|
|
57
|
Allworth Financial
Folsom,
California
|
$20.1M
|
-$472K
|
-9,070
|
-2%
|
|
|
58
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19.6M
|
-$6.75M
|
-129,613
|
-26%
|
|
|
59
|
World Investment Advisors
Santa Barbara,
California
|
$18.9M
|
–
|
–
|
–
|
|
|
60
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$18.6M
|
+$667K
|
+12,810
|
+4%
|
|
|
61
|
Mercer Global Advisors
Denver,
Colorado
|
$17.7M
|
+$1.55M
|
+29,843
|
+10%
|
|
|
62
|
Steward Partners Investment Advisory
New York
|
$17.5M
|
+$170K
|
+3,256
|
+1%
|
|
|
63
|
Ted Buchan & Co
San Diego,
California
|
$17.4M
|
-$170K
|
-3,270
|
-1%
|
|
|
64
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$17.1M
|
-$152K
|
-2,923
|
-0.9%
|
|
|
65
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$17M
|
+$4.32K
|
+83
|
+0%
|
|
|
66
|
Jones Financial Companies
Des Peres,
Missouri
|
$16.8M
|
+$3.03M
|
+58,251
|
+23%
|
|
|
67
|
NFP Retirement Inc
Aliso Viejo,
California
|
$16.6M
|
-$533K
|
-10,232
|
-3%
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$16M
|
+$1.14M
|
+21,863
|
+8%
|
|
|
69
|
Essex Financial Services
Essex,
Connecticut
|
$15M
|
+$128K
|
+2,450
|
+0.9%
|
|
|
70
|
Wood Tarver Financial Group
Boise,
Idaho
|
$14.7M
|
+$743K
|
+14,264
|
+6%
|
|
|
71
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14.7M
|
-$691K
|
-13,280
|
-5%
|
|
|
72
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$14.4M
|
-$2.02M
|
-38,890
|
-13%
|
|
|
73
|
Quantinno Capital Management
New York
|
$14.1M
|
+$2.5M
|
+48,096
|
+23%
|
|
|
74
|
Wealthspire Advisors (New York)
New York
|
$14M
|
+$2.04M
|
+39,250
|
+18%
|
|
|
75
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$14M
|
-$127K
|
-2,446
|
-0.9%
|
|
