|
26
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$26.5M
|
-$658K
|
-2,768
|
-3%
|
|
|
27
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$25.5M
|
-$32.3M
|
-135,762
|
-57%
|
|
|
28
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$23.9M
|
-$2.35M
|
-9,879
|
-9%
|
|
|
29
|
Atria Wealth Solutions
New York
|
$22.6M
|
-$3.02M
|
-12,721
|
-12%
|
|
|
30
|
Modern Wealth Management
Lenexa,
Kansas
|
$22.5M
|
+$21.7M
|
+91,429
|
New
|
|
|
31
|
Mercer Global Advisors
Denver,
Colorado
|
$20.2M
|
-$4.17M
|
-17,565
|
-18%
|
|
|
32
|
KeyBank National Association
Cleveland,
Ohio
|
$18.6M
|
-$158K
|
-663
|
-0.9%
|
|
|
33
|
Pathstone Holdings
Englewood,
New Jersey
|
$16.9M
|
-$459K
|
-1,930
|
-3%
|
|
|
34
|
Litman Gregory Wealth Management
Larkspur,
California
|
$16.6M
|
-$676K
|
-2,845
|
-4%
|
|
|
35
|
Kickstand Ventures
Pittsford,
New York
|
$16.2M
|
+$231K
|
+970
|
+1%
|
|
|
36
|
Stegner Investment Associates
Louisville,
Kentucky
|
$15M
|
-$303K
|
-1,276
|
-2%
|
|
|
37
|
Old National Bancorp
Evansville,
Indiana
|
$14.6M
|
-$411K
|
-1,729
|
-3%
|
|
|
38
|
Opus Capital Group
Cincinnati,
Ohio
|
$14.3M
|
-$120K
|
-504
|
-0.9%
|
|
|
39
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$14.1M
|
+$241K
|
+1,012
|
+2%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.2M
|
+$554K
|
+2,330
|
+5%
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$12.6M
|
+$2.35M
|
+9,884
|
+24%
|
|
|
42
|
Global Retirement Partners
San Rafael,
California
|
$12.6M
|
+$2.68M
|
+11,281
|
+28%
|
|
|
43
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.6M
|
+$235K
|
+987
|
+2%
|
|
|
44
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$11M
|
-$957K
|
-4,028
|
-8%
|
|
|
45
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$10.6M
|
+$523K
|
+2,200
|
+5%
|
|
|
46
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$9.96M
|
–
|
–
|
–
|
|
|
47
|
Coldstream Capital Management
Bellevue,
Washington
|
$9.59M
|
+$40.6K
|
+171
|
+0.4%
|
|
|
48
|
Vanguard Group
Malvern,
Pennsylvania
|
$9.18M
|
+$713K
|
+2,999
|
+9%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$8.55M
|
+$1.13M
|
+4,734
|
+16%
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.47M
|
-$688K
|
-2,893
|
-8%
|
|
