|
26
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$41M
|
+$13.3M
|
+551,336
|
+48%
|
|
|
27
|
Waverly Advisors
Birmingham,
Alabama
|
$40.6M
|
+$3.89M
|
+160,776
|
+11%
|
|
|
28
|
RMR Wealth Builders
Montclair,
New Jersey
|
$39.8M
|
+$20.7M
|
+854,354
|
+107%
|
|
|
29
|
Davenport & Co
Richmond,
Virginia
|
$39.7M
|
+$3.66M
|
+151,358
|
+10%
|
|
|
30
|
Morningstar Investment Management
Chicago,
Illinois
|
$39.2M
|
–
|
–
|
–
|
|
|
31
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$38.9M
|
+$1.65M
|
+68,144
|
+4%
|
|
|
32
|
Willis Johnson & Associates
Houston,
Texas
|
$38.9M
|
+$3.7M
|
+152,932
|
+10%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$38.3M
|
+$18.9M
|
+781,675
|
+97%
|
|
|
34
|
|
$37.6M
|
-$3.32M
|
-137,165
|
-8%
|
|
|
35
|
MAI Capital Management
Independence,
Ohio
|
$35.4M
|
+$2.4M
|
+99,423
|
+7%
|
|
|
36
|
Leavell Investment Management
Mobile,
Alabama
|
$34.3M
|
+$1.36M
|
+56,342
|
+4%
|
|
|
37
|
Access Financial Services
Minneapolis,
Minnesota
|
$33.8M
|
+$380K
|
+15,726
|
+1%
|
|
|
38
|
United Capital Management of KS
Salina,
Kansas
|
$29.2M
|
+$852K
|
+35,237
|
+3%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
$28.6M
|
-$5.17M
|
-213,710
|
-15%
|
|
|
40
|
Passive Capital Management
Baltimore,
Maryland
|
$28.4M
|
-$1.65M
|
-68,149
|
-6%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$27.5M
|
+$909K
|
+37,603
|
+3%
|
|
|
42
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$26.8M
|
+$3.57M
|
+147,695
|
+15%
|
|
|
43
|
Avior Wealth Management
Omaha,
Nebraska
|
$26.2M
|
+$618K
|
+25,548
|
+2%
|
|
|
44
|
Holcombe Financial
Atlanta,
Georgia
|
$24.8M
|
-$97.3K
|
-4,027
|
-0.4%
|
|
|
45
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$23.3M
|
+$1.89M
|
+78,368
|
+9%
|
|
|
46
|
Alesco Advisors
Pittsford,
New York
|
$22.2M
|
+$4.08M
|
+168,779
|
+22%
|
|
|
47
|
Savant Capital
Rockford,
Illinois
|
$21.9M
|
+$10.9M
|
+452,369
|
+100%
|
|
|
48
|
Journey Advisory Group
Covington,
Kentucky
|
$21.7M
|
+$993K
|
+41,069
|
+5%
|
|
|
49
|
Kestra Investment Management
Austin,
Texas
|
$21.5M
|
-$7.66M
|
-316,903
|
-26%
|
|
|
50
|
Ballast Advisors
Woodbury,
Minnesota
|
$21M
|
+$21M
|
+870,406
|
New
|
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