|
26
|
Creative Planning
Overland Park,
Kansas
|
$7.92M
|
-$3.29M
|
-42,255
|
-30%
|
|
|
27
|
|
$7.41M
|
+$61.5K
|
+790
|
+0.9%
|
|
|
28
|
Connable Office Inc
Kalamazoo,
Michigan
|
$7.3M
|
+$6.97M
|
+89,532
|
New
|
|
|
29
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.42M
|
-$497K
|
-6,385
|
-7%
|
|
|
30
|
KCM Investment Advisors
Greenbrae,
California
|
$6.42M
|
-$3.37M
|
-43,275
|
-35%
|
|
|
31
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$6.32M
|
+$6.04M
|
+77,553
|
New
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$5.99M
|
-$644K
|
-8,272
|
-10%
|
|
|
33
|
Welch Capital Partners
Harrison,
New York
|
$5.48M
|
-$257K
|
-3,306
|
-5%
|
|
|
34
|
Veritable
Wilmington,
Delaware
|
$4.89M
|
-$680K
|
-8,738
|
-13%
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$4.83M
|
+$239K
|
+3,074
|
+5%
|
|
|
36
|
Starr International Company
Zug,
Switzerland
|
$4.56M
|
–
|
–
|
–
|
|
|
37
|
Focused Wealth Management
Newburgh,
New York
|
$4.31M
|
+$4.11M
|
+52,830
|
+47,170%
|
|
|
38
|
American Investment Services
Great Barrington,
Massachusetts
|
$3.95M
|
+$3.77M
|
+48,440
|
New
|
|
|
39
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.88M
|
+$144K
|
+1,844
|
+4%
|
|
|
40
|
Next Financial Group
Houston,
Texas
|
$3.85M
|
+$723K
|
+9,288
|
+24%
|
|
|
41
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.65M
|
+$110K
|
+1,419
|
+3%
|
|
|
42
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$3.65M
|
+$3.48M
|
+44,744
|
New
|
|
|
43
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3.59M
|
-$800K
|
-10,285
|
-19%
|
|
|
44
|
Freestone Capital Holdings
Seattle,
Washington
|
$3.39M
|
+$3.24M
|
+41,605
|
New
|
|
|
45
|
|
$3.07M
|
-$3.85M
|
-49,512
|
-57%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.96M
|
+$132K
|
+1,702
|
+5%
|
|
|
47
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.86M
|
+$683K
|
+8,772
|
+33%
|
|
|
48
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.84M
|
+$42.7K
|
+549
|
+2%
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.77M
|
+$328K
|
+4,220
|
+14%
|
|
|
50
|
Dowling & Yahnke
San Diego,
California
|
$2.7M
|
+$586K
|
+7,535
|
+29%
|
|
