|
26
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
-$2.05M
|
-117,015
|
-9%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$20M
|
+$625K
|
+35,721
|
+3%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$19.1M
|
+$1.59M
|
+90,783
|
+9%
|
|
|
29
|
Savant Capital
Rockford,
Illinois
|
$18.2M
|
+$6.12M
|
+350,211
|
+50%
|
|
|
30
|
ProVise Management Group
Clearwater,
Florida
|
$17.4M
|
+$1.08M
|
+61,512
|
+7%
|
|
|
31
|
Ballast Advisors
Woodbury,
Minnesota
|
$17.3M
|
+$103K
|
+5,862
|
+0.6%
|
|
|
32
|
Focus Financial Network
Minneapolis,
Minnesota
|
$16.3M
|
+$1.68M
|
+95,922
|
+11%
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.3M
|
+$307K
|
+17,580
|
+2%
|
|
|
34
|
Main Management
San Francisco,
California
|
$15.9M
|
+$536K
|
+30,669
|
+3%
|
|
|
35
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$15.8M
|
+$344K
|
+19,695
|
+2%
|
|
|
36
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$15.5M
|
–
|
–
|
–
|
|
|
37
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$15.3M
|
+$3.78M
|
+216,165
|
+33%
|
|
|
38
|
Nadler Financial Group
Deerfield,
Illinois
|
$14.7M
|
+$764K
|
+43,695
|
+5%
|
|
|
39
|
Horizon Investments
Charlotte,
North Carolina
|
$14M
|
-$39.9M
|
-2,279,733
|
-74%
|
|
|
40
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$13.4M
|
-$30.1K
|
-1,722
|
-0.2%
|
|
|
41
|
Summit Asset Management
Memphis,
Tennessee
|
$13M
|
-$30.4K
|
-1,737
|
-0.2%
|
|
|
42
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$12.7M
|
+$958K
|
+54,765
|
+8%
|
|
|
43
|
L.J. Altfest & Co
New York
|
$12.5M
|
+$11.3M
|
+648,585
|
+892%
|
|
|
44
|
Garde Capital
Seattle,
Washington
|
$12.3M
|
+$499K
|
+28,515
|
+4%
|
|
|
45
|
Prism Advisors
Studio City,
California
|
$11.9M
|
+$5.26M
|
+300,600
|
+78%
|
|
|
46
|
GHP Investment Advisors
Denver,
Colorado
|
$11.2M
|
+$264K
|
+15,075
|
+2%
|
|
|
47
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$10.7M
|
+$416K
|
+23,805
|
+4%
|
|
|
48
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$10.3M
|
+$196K
|
+11,196
|
+2%
|
|
|
49
|
|
$10.2M
|
-$745K
|
-42,582
|
-7%
|
|
|
50
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$10M
|
-$17.2M
|
-983,847
|
-63%
|
|
