|
26
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$16.1M
|
+$487K
|
+8,692
|
+3%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$8.41M
|
-150,001
|
-35%
|
|
|
28
|
Rockbridge Investment Management
Syracuse,
New York
|
$15M
|
-$717K
|
-12,798
|
-5%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.9M
|
+$101K
|
+1,799
|
+0.7%
|
|
|
30
|
Kestra Investment Management
Austin,
Texas
|
$14.1M
|
+$1.26M
|
+22,459
|
+10%
|
|
|
31
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$13.6M
|
-$415K
|
-7,399
|
-3%
|
|
|
32
|
Pure Financial Advisors
San Diego,
California
|
$13.3M
|
+$1.67M
|
+29,718
|
+14%
|
|
|
33
|
Lido Advisors
Los Angeles,
California
|
$13M
|
+$1.19M
|
+21,184
|
+10%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
+$2.44M
|
+43,587
|
+25%
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.8M
|
+$1.85M
|
+33,042
|
+19%
|
|
|
36
|
|
$11.8M
|
-$746K
|
-13,310
|
-6%
|
|
|
37
|
Biltmore Wealth Management
Tempe,
Arizona
|
$11.2M
|
+$193K
|
+3,451
|
+2%
|
|
|
38
|
Glenview Trust
Louisville,
Kentucky
|
$11.2M
|
-$1.16M
|
-20,646
|
-9%
|
|
|
39
|
Tectonic Advisors
Frisco,
Texas
|
$11M
|
+$5.04K
|
+90
|
+0%
|
|
|
40
|
Moody National Bank Trust Division
Galveston,
Texas
|
$10.3M
|
+$5.92M
|
+105,578
|
+139%
|
|
|
41
|
Cannon Financial Strategists
Athens,
Georgia
|
$10.3M
|
-$51K
|
-910
|
-0.5%
|
|
|
42
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.57M
|
-$199K
|
-3,546
|
-2%
|
|
|
43
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8.99M
|
-$1.22M
|
-21,721
|
-12%
|
|
|
44
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.97M
|
-$695K
|
-12,399
|
-7%
|
|
|
45
|
Avior Wealth Management
Omaha,
Nebraska
|
$8.76M
|
+$2M
|
+35,753
|
+30%
|
|
|
46
|
Freedom Day Solutions
Houston,
Texas
|
$8.55M
|
-$159K
|
-2,845
|
-2%
|
|
|
47
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.35M
|
+$708K
|
+12,625
|
+9%
|
|
|
48
|
Atomi Financial Group
New York
|
$8.23M
|
+$21.7K
|
+388
|
+0.3%
|
|
|
49
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$7.61M
|
-$10.2M
|
-182,206
|
-58%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$7.33M
|
-$835K
|
-14,905
|
-10%
|
|
