|
26
|
Gemmer Asset Management
Walnut Creek,
California
|
$50.2M
|
+$2.11M
|
+124,868
|
+5%
|
|
|
27
|
Callan Capital
La Jolla,
California
|
$48.7M
|
-$645K
|
-38,274
|
-1%
|
|
|
28
|
Krilogy Financial
St. Louis,
Missouri
|
$48.6M
|
-$25.1K
|
-1,486
|
-0.1%
|
|
|
29
|
Apriem Advisors
Irvine,
California
|
$46.2M
|
-$506K
|
-30,030
|
-1%
|
|
|
30
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$46M
|
-$958K
|
-56,832
|
-2%
|
|
|
31
|
Foster & Motley
Cincinnati,
Ohio
|
$43.9M
|
+$426K
|
+25,268
|
+1%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.6M
|
-$302K
|
-17,898
|
-0.7%
|
|
|
33
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$43M
|
+$3.51M
|
+207,980
|
+10%
|
|
|
34
|
Truepoint Inc
Cincinnati,
Ohio
|
$42.4M
|
-$698K
|
-41,364
|
-2%
|
|
|
35
|
SNS Financial Group
Minneapolis,
Minnesota
|
$40.3M
|
+$2.16M
|
+128,286
|
+6%
|
|
|
36
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$39.9M
|
+$935K
|
+55,442
|
+3%
|
|
|
37
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$33M
|
+$1.67M
|
+99,010
|
+6%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$32.7M
|
+$1.22M
|
+72,228
|
+4%
|
|
|
39
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$31.4M
|
+$545K
|
+32,338
|
+2%
|
|
|
40
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$29.8M
|
-$2.33M
|
-138,072
|
-8%
|
|
|
41
|
Choreo LLC
Rockford,
Illinois
|
$29.5M
|
-$135K
|
-8,000
|
-0.5%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$28.2M
|
+$1.23M
|
+72,728
|
+5%
|
|
|
43
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$28.1M
|
+$757K
|
+44,894
|
+3%
|
|
|
44
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$27.9M
|
+$735K
|
+43,562
|
+3%
|
|
|
45
|
Opus Capital Group
Cincinnati,
Ohio
|
$27.9M
|
+$1.53M
|
+90,722
|
+6%
|
|
|
46
|
Klingenstein Fields & Co
New York
|
$27.3M
|
-$2.7M
|
-160,192
|
-10%
|
|
|
47
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$27M
|
+$516K
|
+30,590
|
+2%
|
|
|
48
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$26.2M
|
-$396K
|
-23,468
|
-2%
|
|
|
49
|
Emery Howard Portfolio Management
Burlingame,
California
|
$26.1M
|
-$768K
|
-45,542
|
-3%
|
|
|
50
|
Act Wealth Management
Plano,
Texas
|
$26.1M
|
+$24.4M
|
+1,447,494
|
New
|
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