|
26
|
Ballentine Partners
Waltham,
Massachusetts
|
$62.3M
|
+$713K
|
+41,271
|
+1%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$59.9M
|
+$6.13M
|
+354,879
|
+12%
|
|
|
28
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$59.5M
|
+$8.43M
|
+488,376
|
+18%
|
|
|
29
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$58M
|
+$1.78M
|
+103,101
|
+3%
|
|
|
30
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$57.3M
|
-$2.23M
|
-129,000
|
-4%
|
|
|
31
|
Circle Wealth Management
Summit,
New Jersey
|
$57.1M
|
+$40.7K
|
+2,358
|
+0.1%
|
|
|
32
|
Accredited Investors
Edina,
Minnesota
|
$56.2M
|
+$4.38M
|
+253,674
|
+9%
|
|
|
33
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$55.9M
|
+$1.41M
|
+81,381
|
+3%
|
|
|
34
|
Socha Financial Group
Corning,
New York
|
$55.1M
|
-$297K
|
-17,220
|
-0.6%
|
|
|
35
|
North Star Asset Management
Neenah,
Wisconsin
|
$52.5M
|
+$1.76M
|
+101,829
|
+4%
|
|
|
36
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$50.8M
|
-$230K
|
-13,290
|
-0.5%
|
|
|
37
|
Agilis Partners
Waltham,
Massachusetts
|
$50.3M
|
+$2.88M
|
+167,010
|
+7%
|
|
|
38
|
Brown Advisory
Baltimore,
Maryland
|
$46.5M
|
+$203K
|
+11,760
|
+0.5%
|
|
|
39
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$44.5M
|
+$9.4M
|
+544,368
|
+31%
|
|
|
40
|
Caprock Group
Boise,
Idaho
|
$44M
|
+$211K
|
+12,198
|
+0.5%
|
|
|
41
|
Manchester Financial
Westlake Village,
California
|
$43.4M
|
-$167K
|
-9,666
|
-0.4%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.2M
|
+$412K
|
+23,850
|
+1%
|
|
|
43
|
Mercer Global Advisors
Denver,
Colorado
|
$41.7M
|
-$1.87M
|
-108,357
|
-5%
|
|
|
44
|
Compass Advisory Group
Melville,
New York
|
$40.7M
|
+$30M
|
+1,739,067
|
+385%
|
|
|
45
|
Members Advisory Group
Williamsville,
New York
|
$40.2M
|
-$1.35M
|
-78,339
|
-3%
|
|
|
46
|
MYeCFO
La Jolla,
California
|
$40.1M
|
+$1.58M
|
+91,500
|
+4%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$38M
|
-$1.3M
|
-75,135
|
-4%
|
|
|
48
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$35.8M
|
+$19.4M
|
+1,122,915
|
+140%
|
|
|
49
|
SNS Financial Group
Minneapolis,
Minnesota
|
$35.7M
|
-$255K
|
-14,760
|
-0.8%
|
|
|
50
|
Savant Capital
Rockford,
Illinois
|
$33.7M
|
+$756K
|
+43,758
|
+2%
|
|
