|
26
|
Mariner
Overland Park,
Kansas
|
$12.5M
|
-$150K
|
-2,943
|
-1%
|
|
|
27
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$12.3M
|
+$11.2M
|
+220,300
|
New
|
|
|
28
|
Regal Investment Advisors
Kentwood,
Michigan
|
$10M
|
+$233K
|
+4,584
|
+3%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$9.09M
|
+$293K
|
+5,761
|
+4%
|
|
|
30
|
Accredited Investors
Edina,
Minnesota
|
$9.02M
|
-$361K
|
-7,092
|
-4%
|
|
|
31
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9M
|
+$706K
|
+13,861
|
+9%
|
|
|
32
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.57M
|
-$138K
|
-2,718
|
-2%
|
|
|
33
|
Bank of New York Mellon
New York
|
$8.54M
|
+$140K
|
+2,744
|
+2%
|
|
|
34
|
|
$8.52M
|
+$1.4M
|
+27,583
|
+22%
|
|
|
35
|
Verum Partners
Charlotte,
North Carolina
|
$7.64M
|
-$309K
|
-6,074
|
-4%
|
|
|
36
|
Ducere Wealth Management
Newport Beach,
California
|
$7.03M
|
-$523K
|
-10,262
|
-8%
|
|
|
37
|
|
$6.89M
|
+$149K
|
+2,933
|
+2%
|
|
|
38
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$6.83M
|
-$61.3K
|
-1,203
|
-1%
|
|
|
39
|
Perigon Wealth Management
San Francisco,
California
|
$6.53M
|
-$216K
|
-4,251
|
-4%
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$6.52M
|
+$117K
|
+2,290
|
+2%
|
|
|
41
|
|
$6.46M
|
-$12.4M
|
-243,547
|
-68%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$6.42M
|
+$141K
|
+2,765
|
+2%
|
|
|
43
|
Albion Financial Group
Salt Lake City,
Utah
|
$6.26M
|
–
|
–
|
–
|
|
|
44
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.09M
|
-$341K
|
-6,693
|
-6%
|
|
|
45
|
Sunrise Financial Services
Burien,
Washington
|
$6.02M
|
+$440K
|
+8,641
|
+9%
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
$5.78M
|
+$1.26M
|
+24,755
|
+31%
|
|
|
47
|
EP Wealth Advisors
Torrance,
California
|
$5.73M
|
+$4.6M
|
+90,313
|
+724%
|
|
|
48
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.72M
|
+$342K
|
+6,721
|
+7%
|
|
|
49
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$5.55M
|
+$5.07M
|
+99,550
|
New
|
|
|
50
|
Wealthspire Advisors (New York)
New York
|
$5.35M
|
+$32.1K
|
+631
|
+0.7%
|
|
