|
26
|
Evoke Wealth
Los Angeles,
California
|
$23M
|
-$1.66M
|
-8,722
|
-7%
|
|
|
27
|
Flower City Capital
Pittsford,
New York
|
$21.9M
|
+$1.18M
|
+6,194
|
+6%
|
|
|
28
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$18.9M
|
-$409K
|
-2,144
|
-2%
|
|
|
29
|
KeyBank National Association
Cleveland,
Ohio
|
$17.3M
|
+$2.8M
|
+14,659
|
+21%
|
|
|
30
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$17.1M
|
-$3.45M
|
-18,111
|
-18%
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15M
|
-$2.69M
|
-14,112
|
-16%
|
|
|
32
|
Litman Gregory Wealth Management
Larkspur,
California
|
$14.6M
|
+$13.8M
|
+72,301
|
New
|
|
|
33
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$14.5M
|
–
|
–
|
–
|
|
|
34
|
Opus Capital Group
Cincinnati,
Ohio
|
$12.6M
|
-$595K
|
-3,118
|
-5%
|
|
|
35
|
Stegner Investment Associates
Louisville,
Kentucky
|
$12.4M
|
-$200K
|
-1,047
|
-2%
|
|
|
36
|
Veritable
Wilmington,
Delaware
|
$12.3M
|
–
|
–
|
–
|
|
|
37
|
Royal Fund Management
Lady Lake,
Florida
|
$11.7M
|
-$30.3K
|
-159
|
-0.3%
|
|
|
38
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$11.1M
|
-$121K
|
-636
|
-1%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$10.6M
|
+$936K
|
+4,909
|
+10%
|
|
|
40
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$10.6M
|
+$407K
|
+2,137
|
+4%
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$9.44M
|
+$515K
|
+2,701
|
+6%
|
|
|
42
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$9.44M
|
-$261K
|
-1,368
|
-3%
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.2M
|
+$750K
|
+3,933
|
+11%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.84M
|
-$6.46M
|
-33,900
|
-47%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$7.7M
|
+$65.2K
|
+342
|
+0.9%
|
|
|
46
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$7.4M
|
-$841K
|
-4,411
|
-11%
|
|
|
47
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.35M
|
-$174K
|
-910
|
-2%
|
|
|
48
|
Cozad Asset Management
Champaign,
Illinois
|
$7.22M
|
-$112K
|
-590
|
-2%
|
|
|
49
|
Northern Trust
Chicago,
Illinois
|
$7.13M
|
-$282K
|
-1,477
|
-4%
|
|
|
50
|
Colony Group
Boston,
Massachusetts
|
$7.03M
|
-$460K
|
-2,414
|
-6%
|
|
