|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34M
|
+$1.25M
|
+51,662
|
+4%
|
|
|
27
|
FLC Capital Advisors
Palm Desert,
California
|
$32.9M
|
-$419K
|
-17,304
|
-1%
|
|
|
28
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.8M
|
-$7.31M
|
-302,066
|
-18%
|
|
|
29
|
Evensky & Katz
Coral Gables,
Florida
|
$29.7M
|
+$8.42M
|
+347,902
|
+40%
|
|
|
30
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$28.7M
|
+$120K
|
+4,970
|
+0.4%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$27.8M
|
-$9.66M
|
-399,058
|
-26%
|
|
|
32
|
United Capital Management of KS
Salina,
Kansas
|
$25.4M
|
+$1.94M
|
+79,922
|
+8%
|
|
|
33
|
High Probability Advisors
Pittsford,
New York
|
$22.6M
|
+$1.51M
|
+62,440
|
+7%
|
|
|
34
|
Altiora Financial Group
Lebanon,
Ohio
|
$21.4M
|
+$201K
|
+8,310
|
+1%
|
|
|
35
|
Passive Capital Management
Baltimore,
Maryland
|
$21.4M
|
+$488K
|
+20,172
|
+2%
|
|
|
36
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20.2M
|
+$539K
|
+22,266
|
+3%
|
|
|
37
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.1M
|
+$17.8M
|
+735,602
|
+815%
|
|
|
38
|
INVST
Indianapolis,
Indiana
|
$19.9M
|
-$48K
|
-1,982
|
-0.2%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19M
|
+$6.93M
|
+286,364
|
+58%
|
|
|
40
|
Leavell Investment Management
Mobile,
Alabama
|
$18.9M
|
+$1.07M
|
+44,066
|
+6%
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$18.7M
|
+$3.91M
|
+161,586
|
+27%
|
|
|
42
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$17.4M
|
+$448K
|
+18,516
|
+3%
|
|
|
43
|
West Coast Financial
Santa Barbara,
California
|
$17.4M
|
-$403K
|
-16,656
|
-2%
|
|
|
44
|
Courage Miller Partners
Norfolk,
Virginia
|
$16.7M
|
+$421K
|
+17,366
|
+3%
|
|
|
45
|
Roundview Capital
Princeton,
New Jersey
|
$16.5M
|
+$1.89M
|
+78,242
|
+13%
|
|
|
46
|
Avidian Wealth Enterprises
Houston,
Texas
|
$15.7M
|
+$12.9M
|
+532,370
|
+484%
|
|
|
47
|
Bouchey Financial Group
Troy,
New York
|
$15.1M
|
+$913K
|
+37,702
|
+7%
|
|
|
48
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$14.8M
|
+$333K
|
+13,748
|
+2%
|
|
|
49
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$14.6M
|
-$18.6M
|
-768,006
|
-56%
|
|
|
50
|
Avior Wealth Management
Omaha,
Nebraska
|
$14.6M
|
+$560K
|
+23,112
|
+4%
|
|
