|
26
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.9M
|
-$1.83M
|
-30,337
|
-8%
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.6M
|
–
|
–
|
–
|
|
|
28
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$18.5M
|
+$8.7M
|
+144,517
|
+85%
|
|
|
29
|
CNO Financial Group
Carmel,
Indiana
|
$18.5M
|
–
|
–
|
–
|
|
|
30
|
WT Wealth Management
Scottsdale,
Arizona
|
$13.7M
|
+$9.96M
|
+165,314
|
+245%
|
|
|
31
|
Stadion Money Management
Watkinsville,
Georgia
|
$12.7M
|
+$490K
|
+8,138
|
+4%
|
|
|
32
|
|
$12.2M
|
+$191K
|
+3,170
|
+2%
|
|
|
33
|
HSBC Holdings
London,
United Kingdom
|
$12.2M
|
-$13.5M
|
-223,457
|
-52%
|
|
|
34
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$11.4M
|
-$113K
|
-1,872
|
-1%
|
|
|
35
|
AssetMark Inc
Concord,
California
|
$11.2M
|
-$78.1M
|
-1,295,935
|
-87%
|
|
|
36
|
Destination Wealth Management
Walnut Creek,
California
|
$10.9M
|
+$351K
|
+5,825
|
+3%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.95M
|
+$5.3M
|
+88,021
|
+109%
|
|
|
38
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$8.18M
|
-$75.9K
|
-1,260
|
-0.9%
|
|
|
39
|
Securian Asset Management
St Paul,
Minnesota
|
$7.97M
|
+$379K
|
+6,300
|
+5%
|
|
|
40
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$7.83M
|
+$7.7M
|
+127,904
|
+2,712%
|
|
|
41
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$7.7M
|
-$2.2M
|
-36,460
|
-22%
|
|
|
42
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$7.67M
|
+$7.83M
|
+130,000
|
New
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.61M
|
+$7.77M
|
+128,936
|
New
|
|
|
44
|
Bellwether Advisors
Lincoln,
Nebraska
|
$7.38M
|
-$430K
|
-7,142
|
-5%
|
|
|
45
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.3M
|
-$2.49M
|
-41,333
|
-25%
|
|
|
46
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$7.21M
|
-$203K
|
-3,374
|
-3%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$7.08M
|
+$7.22M
|
+119,950
|
New
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.75M
|
-$8.38M
|
-139,208
|
-55%
|
|
|
49
|
SEI Investments
Oaks,
Pennsylvania
|
$5.83M
|
–
|
–
|
–
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$5.75M
|
-$1.33M
|
-22,097
|
-18%
|
|
