|
26
|
FAS Wealth Partners
Leawood,
Kansas
|
$15.5M
|
+$2.38M
|
+40,065
|
+21%
|
|
|
27
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$15.5M
|
+$526K
|
+8,854
|
+4%
|
|
|
28
|
TownSquare Capital
Provo,
Utah
|
$15.1M
|
+$198K
|
+3,327
|
+1%
|
|
|
29
|
Financial Advisory Group
Houston,
Texas
|
$15.1M
|
+$60.8K
|
+1,023
|
+0.5%
|
|
|
30
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$15M
|
+$13.5M
|
+227,325
|
New
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$5.79M
|
+97,424
|
+81%
|
|
|
32
|
|
$13.4M
|
-$5.31M
|
-89,302
|
-31%
|
|
|
33
|
|
$13.2M
|
+$1.35M
|
+22,762
|
+13%
|
|
|
34
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$13M
|
-$1.03M
|
-17,283
|
-8%
|
|
|
35
|
KWB Wealth
Redlands,
California
|
$11.9M
|
+$10.7M
|
+179,636
|
New
|
|
|
36
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$11.4M
|
+$47.4K
|
+798
|
+0.5%
|
|
|
37
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$10.9M
|
+$735K
|
+12,365
|
+8%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$3.14M
|
+52,770
|
+48%
|
|
|
39
|
Lutz Financial Services
Omaha,
Nebraska
|
$10.6M
|
+$445K
|
+7,482
|
+5%
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$10.2M
|
+$3.12M
|
+52,429
|
+51%
|
|
|
41
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$9.85M
|
+$5.25M
|
+88,303
|
+146%
|
|
|
42
|
Avior Wealth Management
Omaha,
Nebraska
|
$9.77M
|
-$382K
|
-6,436
|
-4%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.57M
|
-$461K
|
-7,766
|
-5%
|
|
|
44
|
High Probability Advisors
Pittsford,
New York
|
$9.5M
|
+$8.53M
|
+143,556
|
New
|
|
|
45
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.1M
|
+$289K
|
+4,871
|
+4%
|
|
|
46
|
Managed Account Services
Coconut Grove,
Florida
|
$8.99M
|
+$65.1K
|
+1,095
|
+0.9%
|
|
|
47
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$8.87M
|
+$5.09M
|
+85,721
|
+253%
|
|
|
48
|
GHP Investment Advisors
Denver,
Colorado
|
$8.69M
|
-$96.5K
|
-1,624
|
-1%
|
|
|
49
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.59M
|
-$991K
|
-16,679
|
-12%
|
|
|
50
|
Cerity Partners OCIO
New York
|
$8.51M
|
-$123K
|
-2,074
|
-2%
|
|
