|
51
|
Brio Consultants
San Francisco,
California
|
$56.9M
|
-$8.45M
|
-308,512
|
-12%
|
|
|
52
|
MAI Capital Management
Independence,
Ohio
|
$56.4M
|
+$373K
|
+13,612
|
+0.6%
|
|
|
53
|
Berger Financial Group
Plymouth,
Minnesota
|
$55.3M
|
+$1.86M
|
+68,060
|
+3%
|
|
|
54
|
United Capital Financial Advisors
Irving,
Texas
|
$55M
|
-$983K
|
-35,884
|
-2%
|
|
|
55
|
Waverly Advisors
Birmingham,
Alabama
|
$54.7M
|
+$40.7M
|
+1,484,426
|
+212%
|
|
|
56
|
Park Avenue Securities
New York
|
$54.7M
|
+$13.5M
|
+493,975
|
+29%
|
|
|
57
|
HRC Wealth Management
Moscow,
Idaho
|
$53.8M
|
-$263K
|
-9,619
|
-0.4%
|
|
|
58
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$53.3M
|
-$2.45M
|
-89,389
|
-4%
|
|
|
59
|
Koshinski Asset Management
Decatur,
Illinois
|
$51.5M
|
+$1.22M
|
+44,657
|
+2%
|
|
|
60
|
Financial Counselors Inc
Overland Park,
Kansas
|
$50.1M
|
+$411K
|
+14,992
|
+0.8%
|
|
|
61
|
Financial Management Professionals
Austin,
Texas
|
$47.6M
|
+$1.85M
|
+67,476
|
+4%
|
|
|
62
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$47.5M
|
-$136K
|
-4,962
|
-0.3%
|
|
|
63
|
Nadler Financial Group
Deerfield,
Illinois
|
$47.4M
|
-$2.18M
|
-79,449
|
-4%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$47.1M
|
+$1.49M
|
+54,381
|
+3%
|
|
|
65
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$46.1M
|
-$2.05M
|
-74,670
|
-4%
|
|
|
66
|
Gemmer Asset Management
Walnut Creek,
California
|
$45.8M
|
+$437K
|
+15,956
|
+0.9%
|
|
|
67
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$45.8M
|
-$864K
|
-31,561
|
-2%
|
|
|
68
|
UBS Group
Zurich,
Switzerland
|
$45.3M
|
-$609K
|
-22,232
|
-1%
|
|
|
69
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$45M
|
-$26.6M
|
-972,198
|
-35%
|
|
|
70
|
Forte Capital
Rochester,
New York
|
$43.9M
|
-$467K
|
-17,056
|
-1%
|
|
|
71
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$43.6M
|
+$939K
|
+34,267
|
+2%
|
|
|
72
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$43.2M
|
-$159K
|
-5,812
|
-0.3%
|
|
|
73
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$42.3M
|
-$2.08M
|
-76,049
|
-4%
|
|
|
74
|
Charles Schwab Trust
Henderson,
Nevada
|
$42M
|
+$8.21M
|
+299,835
|
+22%
|
|
|
75
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$42M
|
-$1.22M
|
-44,700
|
-3%
|
|
