|
26
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$16.1M
|
+$486K
|
+22,207
|
+3%
|
|
|
27
|
|
$16.1M
|
+$14.5M
|
+664,000
|
New
|
|
|
28
|
SVB Wealth
Boston,
Massachusetts
|
$15.5M
|
-$1.32M
|
-60,275
|
-9%
|
|
|
29
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.3M
|
-$274K
|
-12,549
|
-2%
|
|
|
30
|
Larson Financial Group
St Louis,
Missouri
|
$14.9M
|
+$135K
|
+6,154
|
+1%
|
|
|
31
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$14.9M
|
+$358K
|
+16,372
|
+3%
|
|
|
32
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$13.7M
|
-$236K
|
-10,772
|
-2%
|
|
|
33
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$13.1M
|
-$317K
|
-14,502
|
-3%
|
|
|
34
|
|
$11.8M
|
+$4.95M
|
+226,377
|
+86%
|
|
|
35
|
Wilshire Advisors
Santa Monica,
California
|
$11.8M
|
+$384K
|
+17,576
|
+4%
|
|
|
36
|
Asset Management One
Tokyo,
Japan
|
$11.4M
|
+$1.77M
|
+81,000
|
+21%
|
|
|
37
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$10.5M
|
-$453K
|
-20,714
|
-5%
|
|
|
38
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$10.4M
|
–
|
–
|
–
|
|
|
39
|
|
$10.3M
|
-$15.6M
|
-713,410
|
-63%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$10.3M
|
+$5.55M
|
+253,597
|
+149%
|
|
|
41
|
Cooper/Haims Advisors
Victor,
New York
|
$9.58M
|
-$962K
|
-43,976
|
-10%
|
|
|
42
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.57M
|
+$237K
|
+10,831
|
+3%
|
|
|
43
|
BIP Wealth
Atlanta,
Georgia
|
$8.96M
|
-$1.07M
|
-48,755
|
-12%
|
|
|
44
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$8.05M
|
+$171K
|
+7,828
|
+2%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$8.03M
|
-$176K
|
-8,040
|
-2%
|
|
|
46
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.93M
|
+$1.97M
|
+89,997
|
+36%
|
|
|
47
|
SimplyRich
Carlsbad,
California
|
$7.82M
|
+$7.08M
|
+323,488
|
New
|
|
|
48
|
|
$7.11M
|
-$1.02M
|
-46,531
|
-14%
|
|
|
49
|
Bailard
Foster City,
California
|
$7.09M
|
+$210K
|
+9,600
|
+3%
|
|
|
50
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$6.92M
|
+$2.12M
|
+96,856
|
+51%
|
|
