|
51
|
Morningstar Investment Services
Chicago,
Illinois
|
$26.9M
|
+$1.42M
|
+90,606
|
+6%
|
|
|
52
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.3M
|
+$1.11M
|
+71,268
|
+5%
|
|
|
53
|
SYM Financial Corp
Winona Lake,
Indiana
|
$26M
|
-$153K
|
-9,786
|
-0.6%
|
|
|
54
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$25.7M
|
-$1.71M
|
-109,608
|
-6%
|
|
|
55
|
First National Corp
Rockland,
Massachusetts
|
$25.3M
|
+$3.48M
|
+222,408
|
+16%
|
|
|
56
|
WBH Advisory
Baltimore,
Maryland
|
$25.2M
|
+$24.7M
|
+1,582,812
|
New
|
|
|
57
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$24.8M
|
+$24.3M
|
+1,554,999
|
New
|
|
|
58
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$24.7M
|
+$826K
|
+52,803
|
+4%
|
|
|
59
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$24.5M
|
-$329K
|
-21,054
|
-1%
|
|
|
60
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$24.5M
|
+$676K
|
+43,266
|
+3%
|
|
|
61
|
United Capital Financial Advisors
Irving,
Texas
|
$24.2M
|
-$683K
|
-43,710
|
-3%
|
|
|
62
|
LPL Financial
San Diego,
California
|
$22.7M
|
-$4.96M
|
-317,499
|
-18%
|
|
|
63
|
Legacy Private Trust
Neenah,
Wisconsin
|
$22.3M
|
-$1.06M
|
-67,791
|
-5%
|
|
|
64
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$21.3M
|
+$49.1K
|
+3,138
|
+0.2%
|
|
|
65
|
Bartlett & Co
Cincinnati,
Ohio
|
$21.3M
|
+$49.1K
|
+3,138
|
+0.2%
|
|
|
66
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
-$1.43M
|
-91,431
|
-6%
|
|
|
67
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$21M
|
+$448K
|
+28,647
|
+2%
|
|
|
68
|
Strategic Advisors
New York
|
$20.3M
|
-$243K
|
-15,567
|
-1%
|
|
|
69
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$20.2M
|
-$14.8M
|
-944,013
|
-43%
|
|
|
70
|
Truepoint Inc
Cincinnati,
Ohio
|
$20M
|
-$1.17K
|
-75
|
-0%
|
|
|
71
|
UBS Group
Zurich,
Switzerland
|
$19.3M
|
-$1.16M
|
-74,142
|
-6%
|
|
|
72
|
Pegasus Asset Management
Montebello,
New York
|
$18.6M
|
+$176K
|
+11,268
|
+1%
|
|
|
73
|
Cobblestone Capital Advisors
Rochester,
New York
|
$18.4M
|
-$397K
|
-25,383
|
-2%
|
|
|
74
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$18.3M
|
+$3.03M
|
+193,491
|
+20%
|
|
|
75
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$18.1M
|
+$3M
|
+192,006
|
+20%
|
|
