|
51
|
Morningstar Investment Services
Chicago,
Illinois
|
$23.2M
|
+$3M
|
+193,122
|
+14%
|
|
|
52
|
SYM Financial Corp
Winona Lake,
Indiana
|
$22.8M
|
-$474K
|
-30,498
|
-2%
|
|
|
53
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$22.1M
|
+$24.6M
|
+1,581,213
|
New
|
|
|
54
|
WBH Advisory
Baltimore,
Maryland
|
$20.8M
|
+$1.15M
|
+73,650
|
+5%
|
|
|
55
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$20.8M
|
+$442K
|
+28,404
|
+2%
|
|
|
56
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.7M
|
-$52.5K
|
-3,372
|
-0.2%
|
|
|
57
|
Legacy Private Trust
Neenah,
Wisconsin
|
$20.3M
|
-$477K
|
-30,651
|
-2%
|
|
|
58
|
EWG Elevate
Roseville,
California
|
$20.1M
|
+$21.5K
|
+1,383
|
+0.1%
|
|
|
59
|
Accredited Investors
Edina,
Minnesota
|
$20.1M
|
-$741K
|
-47,640
|
-3%
|
|
|
60
|
Bartlett & Co
Cincinnati,
Ohio
|
$18.8M
|
+$39.8K
|
+2,559
|
+0.2%
|
|
|
61
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$18.8M
|
+$39.8K
|
+2,559
|
+0.2%
|
|
|
62
|
Strategic Advisors
New York
|
$18.8M
|
+$272K
|
+17,502
|
+1%
|
|
|
63
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$18.3M
|
+$1.04M
|
+66,708
|
+5%
|
|
|
64
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
-$183K
|
-11,766
|
-0.9%
|
|
|
65
|
UBS Group
Zurich,
Switzerland
|
$17.6M
|
-$620K
|
-39,885
|
-3%
|
|
|
66
|
Truepoint Inc
Cincinnati,
Ohio
|
$17.6M
|
-$20.1K
|
-1,293
|
-0.1%
|
|
|
67
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$17.4M
|
+$173K
|
+11,139
|
+0.9%
|
|
|
68
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$17.1M
|
+$986K
|
+63,414
|
+5%
|
|
|
69
|
Cobblestone Capital Advisors
Rochester,
New York
|
$16.4M
|
-$509K
|
-32,703
|
-3%
|
|
|
70
|
Pegasus Asset Management
Montebello,
New York
|
$15.9M
|
+$213K
|
+13,671
|
+1%
|
|
|
71
|
American Investment Services
Great Barrington,
Massachusetts
|
$15.4M
|
+$619K
|
+39,783
|
+4%
|
|
|
72
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$15.3M
|
+$142K
|
+9,123
|
+0.8%
|
|
|
73
|
Goepper Burkhardt
Greenville,
South Carolina
|
$15.3M
|
-$126K
|
-8,103
|
-0.7%
|
|
|
74
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$15.2M
|
+$2.69M
|
+172,896
|
+19%
|
|
|
75
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$15.1M
|
+$37.6K
|
+2,415
|
+0.2%
|
|
