|
26
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$29.6M
|
+$5.41M
|
+200,000
|
+22%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.8M
|
+$450K
|
+16,648
|
+2%
|
|
|
28
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27.4M
|
+$110K
|
+4,062
|
+0.4%
|
|
|
29
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$26M
|
-$10M
|
-371,664
|
-28%
|
|
|
30
|
Advisory Services & Investments
Bend,
Oregon
|
$25.1M
|
-$418K
|
-15,458
|
-2%
|
|
|
31
|
Total Wealth Planning
Cincinnati,
Ohio
|
$24.9M
|
-$10.2M
|
-378,188
|
-28%
|
|
|
32
|
Ancora Advisors
Cleveland,
Ohio
|
$23.7M
|
-$1.82M
|
-67,482
|
-7%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$22.9M
|
-$15.3M
|
-565,676
|
-40%
|
|
|
34
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$21.6M
|
–
|
–
|
–
|
|
|
35
|
NFP Retirement Inc
Aliso Viejo,
California
|
$21.4M
|
+$2.43M
|
+89,816
|
+13%
|
|
|
36
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$21.2M
|
+$985K
|
+36,422
|
+5%
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$19.7M
|
-$997K
|
-36,870
|
-5%
|
|
|
38
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$18.6M
|
+$459K
|
+16,988
|
+3%
|
|
|
39
|
KilterHowling LLC
Boulder,
Colorado
|
$18M
|
+$18.1M
|
+667,910
|
New
|
|
|
40
|
BNP Paribas Financial Markets
Paris,
France
|
$18M
|
+$11.5M
|
+424,312
|
+175%
|
|
|
41
|
Leavell Investment Management
Mobile,
Alabama
|
$16.9M
|
+$122K
|
+4,508
|
+0.7%
|
|
|
42
|
TAP Consulting
Kirkwood,
Missouri
|
$16.5M
|
-$542K
|
-20,050
|
-3%
|
|
|
43
|
New York Life Investment Management
New York
|
$15.8M
|
+$1.26M
|
+46,586
|
+9%
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.2M
|
+$4.14M
|
+153,096
|
+37%
|
|
|
45
|
|
$14.9M
|
+$855K
|
+31,610
|
+6%
|
|
|
46
|
LPL Financial
San Diego,
California
|
$14.8M
|
-$955K
|
-35,316
|
-6%
|
|
|
47
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$14.8M
|
+$758K
|
+28,028
|
+5%
|
|
|
48
|
BFSG LLC
Irvine,
California
|
$14.7M
|
+$73.2K
|
+2,706
|
+0.5%
|
|
|
49
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$14.6M
|
+$483K
|
+17,854
|
+3%
|
|
|
50
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$14.5M
|
-$450K
|
-16,630
|
-3%
|
|
