|
51
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$6.83M
|
-$3.6M
|
-59,897
|
-33%
|
|
|
52
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$6.82M
|
-$201K
|
-3,342
|
-3%
|
|
|
53
|
School Employees Retirement Board of Ohio
Columbus,
Ohio
|
$6.46M
|
–
|
–
|
–
|
|
|
54
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$6.16M
|
-$266K
|
-4,415
|
-4%
|
|
|
55
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.12M
|
-$373K
|
-6,195
|
-5%
|
|
|
56
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$6.03M
|
+$4.01M
|
+66,600
|
+172%
|
|
|
57
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$5.56M
|
–
|
–
|
–
|
|
|
58
|
Mariner
Overland Park,
Kansas
|
$5.52M
|
+$19.3K
|
+320
|
+0.3%
|
|
|
59
|
TPG Financial Advisors
Portland,
Oregon
|
$5.5M
|
+$177K
|
+2,943
|
+3%
|
|
|
60
|
Avantax Advisory Services
Dallas,
Texas
|
$5.47M
|
+$5.31M
|
+88,231
|
+1,236%
|
|
|
61
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.25M
|
+$48.6K
|
+808
|
+0.9%
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$5.19M
|
-$152K
|
-2,523
|
-3%
|
|
|
63
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$5.06M
|
–
|
–
|
–
|
|
|
64
|
Modern Wealth Management
Lenexa,
Kansas
|
$5.02M
|
-$455K
|
-7,566
|
-8%
|
|
|
65
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.96M
|
+$2.09M
|
+34,761
|
+67%
|
|
|
66
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$4.66M
|
+$39.2K
|
+651
|
+0.8%
|
|
|
67
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.53M
|
+$187K
|
+3,113
|
+4%
|
|
|
68
|
Rockefeller Capital Management
New York
|
$4.46M
|
+$71.5K
|
+1,188
|
+2%
|
|
|
69
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.12M
|
-$23.5K
|
-391
|
-0.5%
|
|
|
70
|
Wells Fargo
San Francisco,
California
|
$3.87M
|
+$321K
|
+5,329
|
+9%
|
|
|
71
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$3.84M
|
+$4.03M
|
+66,928
|
New
|
|
|
72
|
Prosperity Planning
Kansas City,
Missouri
|
$3.81M
|
+$42.5K
|
+707
|
+1%
|
|
|
73
|
SMI Advisory Services
Columbus,
Indiana
|
$3.69M
|
-$3.98M
|
-66,239
|
-50%
|
|
|
74
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$3.64M
|
-$3.07K
|
-51
|
-0.1%
|
|
|
75
|
Waverly Advisors
Birmingham,
Alabama
|
$3.6M
|
-$52.5K
|
-873
|
-1%
|
|
