|
26
|
Mercer Global Advisors
Denver,
Colorado
|
$33M
|
+$1.26M
|
+55,653
|
+4%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$30.9M
|
+$517K
|
+22,809
|
+2%
|
|
|
28
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$30.2M
|
–
|
–
|
–
|
|
|
29
|
HighTower Advisors
Chicago,
Illinois
|
$29.6M
|
+$1.53M
|
+67,500
|
+5%
|
|
|
30
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$28.6M
|
+$1.77M
|
+78,165
|
+7%
|
|
|
31
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28.5M
|
-$674K
|
-29,727
|
-2%
|
|
|
32
|
Ballast Advisors
Woodbury,
Minnesota
|
$27.6M
|
+$916K
|
+40,371
|
+3%
|
|
|
33
|
ProVise Management Group
Clearwater,
Florida
|
$27.6M
|
+$1.18M
|
+52,215
|
+5%
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.6M
|
+$2.49M
|
+109,749
|
+10%
|
|
|
35
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$24.6M
|
+$3.9M
|
+171,801
|
+19%
|
|
|
36
|
Nadler Financial Group
Deerfield,
Illinois
|
$22.4M
|
+$976K
|
+43,008
|
+5%
|
|
|
37
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$22.2M
|
-$1.22M
|
-53,790
|
-5%
|
|
|
38
|
Main Management
San Francisco,
California
|
$20.7M
|
-$306K
|
-13,476
|
-1%
|
|
|
39
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$20.5M
|
+$803K
|
+35,415
|
+4%
|
|
|
40
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$20M
|
+$19.9M
|
+878,601
|
New
|
|
|
41
|
Appleton Group
Appleton,
Wisconsin
|
$19.8M
|
+$386K
|
+17,016
|
+2%
|
|
|
42
|
Advisory Services & Investments
Bend,
Oregon
|
$19.5M
|
-$124K
|
-5,472
|
-0.6%
|
|
|
43
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$19.2M
|
+$311K
|
+13,722
|
+2%
|
|
|
44
|
Horizon Investments
Charlotte,
North Carolina
|
$18.7M
|
+$800K
|
+35,244
|
+4%
|
|
|
45
|
Ackerman Capital Advisors
Dallas,
Texas
|
$18.3M
|
+$5.31M
|
+233,934
|
+41%
|
|
|
46
|
Tradition Wealth Management
Edina,
Minnesota
|
$17.8M
|
+$878K
|
+38,712
|
+5%
|
|
|
47
|
Summit Asset Management
Memphis,
Tennessee
|
$17.8M
|
+$407K
|
+17,952
|
+2%
|
|
|
48
|
Garde Capital
Seattle,
Washington
|
$16.6M
|
+$88.1K
|
+3,882
|
+0.5%
|
|
|
49
|
Prism Advisors
Studio City,
California
|
$15.9M
|
-$831K
|
-36,636
|
-5%
|
|
|
50
|
CX Institutional
Auburn,
Indiana
|
$15.1M
|
+$134K
|
+5,916
|
+0.9%
|
|
