|
26
|
|
$12.8M
|
+$528K
|
+18,419
|
+4%
|
|
|
27
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$12.8M
|
+$553K
|
+19,272
|
+4%
|
|
|
28
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$12.7M
|
-$697K
|
-24,308
|
-5%
|
|
|
29
|
Allianz Asset Management
Munich,
Germany
|
$12M
|
-$654K
|
-22,800
|
-5%
|
|
|
30
|
Larson Financial Group
St Louis,
Missouri
|
$11.3M
|
+$592K
|
+20,628
|
+5%
|
|
|
31
|
PDS Planning
Dublin,
Ohio
|
$11.2M
|
+$1.39M
|
+48,498
|
+13%
|
|
|
32
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11.2M
|
-$26.4K
|
-920
|
-0.2%
|
|
|
33
|
SimplyRich
Carlsbad,
California
|
$10.7M
|
+$11.2M
|
+390,478
|
New
|
|
|
34
|
Asset Management One
Tokyo,
Japan
|
$10.4M
|
-$1.58M
|
-55,000
|
-13%
|
|
|
35
|
Mercer Global Advisors
Denver,
Colorado
|
$9.32M
|
+$96.9K
|
+3,378
|
+1%
|
|
|
36
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$8.74M
|
+$4.27M
|
+149,000
|
+88%
|
|
|
37
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$8.19M
|
+$30K
|
+1,046
|
+0.4%
|
|
|
38
|
American Portfolios Advisors
Holbrook,
New York
|
$7.67M
|
+$368K
|
+12,816
|
+5%
|
|
|
39
|
United Capital Financial Advisors
Irving,
Texas
|
$7.61M
|
-$180K
|
-6,289
|
-2%
|
|
|
40
|
SVB Investment Services
Salt Lake City,
Utah
|
$7.19M
|
-$125K
|
-4,356
|
-2%
|
|
|
41
|
Ameriprise
Minneapolis,
Minnesota
|
$7.07M
|
-$139K
|
-4,835
|
-2%
|
|
|
42
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$6.99M
|
+$162K
|
+5,656
|
+2%
|
|
|
43
|
Bailard
Foster City,
California
|
$6.9M
|
+$91.9K
|
+3,205
|
+1%
|
|
|
44
|
Oakwell Private Wealth Management
Austin,
Texas
|
$6.52M
|
+$2.55M
|
+88,957
|
+60%
|
|
|
45
|
|
$6.3M
|
+$3.39M
|
+118,000
|
+105%
|
|
|
46
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.23M
|
+$1.12M
|
+38,958
|
+22%
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$5.98M
|
-$4.46M
|
-155,377
|
-42%
|
|
|
48
|
Corrigan Financial
Middletown,
Rhode Island
|
$5.81M
|
+$20.1K
|
+700
|
+0.3%
|
|
|
49
|
Great Lakes Advisors
Chicago,
Illinois
|
$5.66M
|
+$54.2K
|
+1,888
|
+0.9%
|
|
|
50
|
Wiser Wealth Management
Marietta,
Georgia
|
$5.15M
|
+$468K
|
+16,316
|
+10%
|
|
