|
26
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.81M
|
-$188K
|
-3,794
|
-5%
|
|
|
27
|
US Bancorp
Minneapolis,
Minnesota
|
$3.49M
|
-$62K
|
-1,251
|
-2%
|
|
|
28
|
Waverly Advisors
Birmingham,
Alabama
|
$3.41M
|
-$7.04K
|
-142
|
-0.2%
|
|
|
29
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.35M
|
+$9.86K
|
+199
|
+0.3%
|
|
|
30
|
KWB Wealth
Redlands,
California
|
$3.29M
|
-$128K
|
-2,589
|
-4%
|
|
|
31
|
Archer Investment Corporation
Carmel,
Indiana
|
$3.19M
|
-$10.9K
|
-219
|
-0.3%
|
|
|
32
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3.19M
|
–
|
–
|
–
|
|
|
33
|
Verum Partners
Charlotte,
North Carolina
|
$2.94M
|
-$228K
|
-4,595
|
-7%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$2.84M
|
+$341K
|
+6,886
|
+13%
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.5M
|
+$45.6K
|
+920
|
+2%
|
|
|
36
|
|
$2.34M
|
-$3.19M
|
-64,357
|
-57%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.27M
|
+$51.2K
|
+1,033
|
+2%
|
|
|
38
|
Advisor OS
Chicago,
Illinois
|
$2.14M
|
+$733K
|
+14,784
|
+51%
|
|
|
39
|
Private Ocean
San Rafael,
California
|
$1.98M
|
-$66.2K
|
-1,336
|
-3%
|
|
|
40
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.97M
|
-$495K
|
-9,993
|
-20%
|
|
|
41
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1.88M
|
+$16.9K
|
+341
|
+0.9%
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$1.81M
|
+$36.6K
|
+739
|
+2%
|
|
|
43
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.69M
|
+$115K
|
+2,322
|
+7%
|
|
|
44
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.53M
|
-$128K
|
-2,577
|
-8%
|
|
|
45
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.52M
|
+$322K
|
+6,500
|
+26%
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
$1.46M
|
+$93.2K
|
+1,881
|
+7%
|
|
|
47
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$1.44M
|
+$29.6K
|
+598
|
+2%
|
|
|
48
|
Drive Wealth Management
Lehi,
Utah
|
$1.4M
|
+$129K
|
+2,611
|
+10%
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$1.34M
|
+$45.5K
|
+918
|
+3%
|
|
|
50
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.24M
|
–
|
–
|
–
|
|
