|
26
|
Evergreen Capital Management
Bellevue,
Washington
|
$16.9M
|
+$252K
|
+2,166
|
+2%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$16.1M
|
-$81.4K
|
-699
|
-0.5%
|
|
|
28
|
Zuckerman Investment Group
Chicago,
Illinois
|
$14.2M
|
+$282K
|
+2,423
|
+2%
|
|
|
29
|
|
$13.4M
|
-$350K
|
-3,007
|
-3%
|
|
|
30
|
Estate Counselors
Thiensville,
Wisconsin
|
$13.3M
|
-$161K
|
-1,385
|
-1%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.3M
|
-$245K
|
-2,101
|
-2%
|
|
|
32
|
Mercer Global Advisors
Denver,
Colorado
|
$13M
|
+$2.61M
|
+22,455
|
+26%
|
|
|
33
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$12.8M
|
-$803K
|
-6,902
|
-6%
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.3M
|
+$94.4K
|
+811
|
+0.8%
|
|
|
35
|
Greenline Partners
New York
|
$11.9M
|
-$30.7K
|
-264
|
-0.3%
|
|
|
36
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$11.4M
|
-$2.44M
|
-21,000
|
-18%
|
|
|
37
|
Allen Wealth Management
Boone,
North Carolina
|
$11.1M
|
+$65.8K
|
+565
|
+0.6%
|
|
|
38
|
L.J. Altfest & Co
New York
|
$9.86M
|
+$9.64M
|
+82,792
|
New
|
|
|
39
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.77M
|
-$287K
|
-2,467
|
-3%
|
|
|
40
|
BFSG LLC
Irvine,
California
|
$9.34M
|
-$501K
|
-4,307
|
-5%
|
|
|
41
|
|
$8.84M
|
+$3.49M
|
+29,949
|
+68%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$8.73M
|
+$660K
|
+5,667
|
+8%
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
$7.88M
|
+$6.32M
|
+54,282
|
+456%
|
|
|
44
|
M&T Bank
Buffalo,
New York
|
$7.7M
|
-$1.55M
|
-13,279
|
-17%
|
|
|
45
|
Roundview Capital
Princeton,
New Jersey
|
$7.66M
|
-$102K
|
-874
|
-1%
|
|
|
46
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.14M
|
-$2.73M
|
-23,465
|
-28%
|
|
|
47
|
Evelyn Partners Asset Management
London,
|
$7.13M
|
+$188K
|
+1,618
|
+3%
|
|
|
48
|
KCM Investment Advisors
Greenbrae,
California
|
$6.42M
|
-$579K
|
-4,978
|
-8%
|
|
|
49
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$6.42M
|
+$31.7K
|
+272
|
+0.5%
|
|
|
50
|
Evolution Wealth Advisors
Aventura,
Florida
|
$6.29M
|
-$310K
|
-2,665
|
-5%
|
|
