|
51
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.3M
|
-$1.04M
|
-34,906
|
-5%
|
|
|
52
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$20.9M
|
+$2.18M
|
+73,005
|
+12%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.8M
|
-$19.9M
|
-669,197
|
-49%
|
|
|
54
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$20.5M
|
+$383K
|
+12,856
|
+2%
|
|
|
55
|
Noble Family Wealth
Clearwater,
Florida
|
$20.5M
|
+$224K
|
+7,521
|
+1%
|
|
|
56
|
Lutz Financial Services
Omaha,
Nebraska
|
$20.2M
|
-$139K
|
-4,674
|
-0.7%
|
|
|
57
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$20M
|
-$7.94M
|
-266,516
|
-29%
|
|
|
58
|
Essex LLC
Deer Park,
Illinois
|
$19.7M
|
+$570K
|
+19,109
|
+3%
|
|
|
59
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$19.6M
|
+$595K
|
+19,970
|
+3%
|
|
|
60
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.1M
|
+$1.45M
|
+48,577
|
+8%
|
|
|
61
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$19.1M
|
+$13.2K
|
+443
|
+0.1%
|
|
|
62
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$18.9M
|
-$75.9K
|
-2,545
|
-0.4%
|
|
|
63
|
Bangor Savings Bank
Bangor,
Maine
|
$18.9M
|
+$213K
|
+7,153
|
+1%
|
|
|
64
|
Denver PWM
Denver,
Colorado
|
$18.3M
|
–
|
–
|
–
|
|
|
65
|
FAS Wealth Partners
Leawood,
Kansas
|
$18.2M
|
+$1.1M
|
+36,811
|
+6%
|
|
|
66
|
|
$18.1M
|
+$1.17M
|
+39,250
|
+7%
|
|
|
67
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$16.8M
|
+$693K
|
+23,251
|
+4%
|
|
|
68
|
MAI Capital Management
Independence,
Ohio
|
$16.5M
|
+$264K
|
+8,860
|
+2%
|
|
|
69
|
Farther Finance Advisors
San Francisco,
California
|
$16.2M
|
+$4.72M
|
+158,469
|
+42%
|
|
|
70
|
Asset Management Group
Stamford,
Connecticut
|
$15.8M
|
-$588K
|
-19,737
|
-4%
|
|
|
71
|
Sherwood Financial Partners
Westlake Village,
California
|
$15.6M
|
+$25K
|
+837
|
+0.2%
|
|
|
72
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$15.5M
|
-$4.08K
|
-137
|
-0%
|
|
|
73
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
+$569K
|
+19,094
|
+4%
|
|
|
74
|
|
$15.4M
|
+$33.3K
|
+1,117
|
+0.2%
|
|
|
75
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$15M
|
-$100K
|
-3,361
|
-0.7%
|
|
