|
26
|
Gemmer Asset Management
Walnut Creek,
California
|
$21.1M
|
+$293K
|
+30,984
|
+1%
|
|
|
27
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$20.1M
|
+$382K
|
+40,352
|
+2%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20M
|
+$3.3M
|
+349,064
|
+21%
|
|
|
29
|
Appleton Group
Appleton,
Wisconsin
|
$19.6M
|
+$18.6M
|
+1,971,472
|
New
|
|
|
30
|
|
$19.3M
|
+$6.68M
|
+706,520
|
+57%
|
|
|
31
|
|
$18.7M
|
+$681
|
+72
|
+0%
|
|
|
32
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$18.6M
|
+$12.4M
|
+1,312,472
|
+233%
|
|
|
33
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$18.5M
|
+$4.7M
|
+497,096
|
+37%
|
|
|
34
|
ProVise Management Group
Clearwater,
Florida
|
$17.7M
|
+$534K
|
+56,416
|
+3%
|
|
|
35
|
Mercer Global Advisors
Denver,
Colorado
|
$16.7M
|
+$15.9M
|
+1,685,016
|
New
|
|
|
36
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$16.5M
|
–
|
–
|
–
|
|
|
37
|
Reitz Capital Advisors
Freeland,
Michigan
|
$16.5M
|
-$1.43M
|
-151,392
|
-8%
|
|
|
38
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$16M
|
+$9.08K
|
+960
|
+0.1%
|
|
|
39
|
INVST
Indianapolis,
Indiana
|
$15.9M
|
-$2.22M
|
-234,960
|
-13%
|
|
|
40
|
Summit Asset Management
Memphis,
Tennessee
|
$15.1M
|
+$32.5K
|
+3,440
|
+0.2%
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
-$16.9M
|
-1,784,584
|
-54%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.8M
|
-$8.25M
|
-872,792
|
-37%
|
|
|
43
|
Denver PWM
Denver,
Colorado
|
$14.6M
|
-$445K
|
-47,064
|
-3%
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$14.4M
|
-$3.2M
|
-338,600
|
-19%
|
|
|
45
|
Atria Investments
Charlotte,
North Carolina
|
$14.2M
|
+$2.47M
|
+261,608
|
+22%
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
+$212K
|
+22,368
|
+2%
|
|
|
47
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$12.8M
|
-$1.29K
|
-136
|
-0%
|
|
|
48
|
Roof Advisory Group
Harrisburg,
Pennsylvania
|
$12.8M
|
+$199K
|
+21,040
|
+2%
|
|
|
49
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$12.4M
|
+$320K
|
+33,840
|
+3%
|
|
|
50
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$12.2M
|
+$564K
|
+59,640
|
+5%
|
|
