|
26
|
Modern Wealth Management
Lenexa,
Kansas
|
$25.6M
|
+$903K
|
+3,367
|
+4%
|
|
|
27
|
Mercer Global Advisors
Denver,
Colorado
|
$22.3M
|
+$1.98M
|
+7,381
|
+10%
|
|
|
28
|
Atria Wealth Solutions
New York
|
$22M
|
-$1.51M
|
-5,641
|
-6%
|
|
|
29
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$21M
|
-$2.45M
|
-9,124
|
-10%
|
|
|
30
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$21M
|
-$4.8M
|
-17,908
|
-19%
|
|
|
31
|
KeyBank National Association
Cleveland,
Ohio
|
$19.9M
|
-$135K
|
-502
|
-0.7%
|
|
|
32
|
Kickstand Ventures
Pittsford,
New York
|
$19.6M
|
+$1.76M
|
+6,547
|
+10%
|
|
|
33
|
Old National Bancorp
Evansville,
Indiana
|
$19.1M
|
+$2.61M
|
+9,720
|
+16%
|
|
|
34
|
Brookstone Capital Management
Wheaton,
Illinois
|
$18.6M
|
+$1.31M
|
+4,899
|
+8%
|
|
|
35
|
Pathstone Holdings
Englewood,
New Jersey
|
$17.8M
|
–
|
–
|
–
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$17.8M
|
+$2.22M
|
+8,295
|
+14%
|
|
|
37
|
Litman Gregory Wealth Management
Larkspur,
California
|
$17.4M
|
-$345K
|
-1,286
|
-2%
|
|
|
38
|
Stegner Investment Associates
Louisville,
Kentucky
|
$16.7M
|
+$45K
|
+168
|
+0.3%
|
|
|
39
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$16.6M
|
+$6.82M
|
+25,438
|
+69%
|
|
|
40
|
Opus Capital Group
Cincinnati,
Ohio
|
$15.3M
|
-$153K
|
-570
|
-1%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.6M
|
+$239K
|
+890
|
+2%
|
|
|
42
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$14.3M
|
-$330K
|
-1,231
|
-2%
|
|
|
43
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$13.4M
|
–
|
–
|
–
|
|
|
44
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$12.8M
|
+$631K
|
+2,352
|
+5%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.9M
|
+$10.4M
|
+38,681
|
+649%
|
|
|
46
|
Northern Trust
Chicago,
Illinois
|
$11.9M
|
+$2.91M
|
+10,848
|
+32%
|
|
|
47
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.8M
|
-$607K
|
-2,264
|
-5%
|
|
|
48
|
Choreo LLC
Rockford,
Illinois
|
$11.7M
|
+$1.64M
|
+6,122
|
+16%
|
|
|
49
|
Pitcairn
Conshohocken,
Pennsylvania
|
$11.7M
|
–
|
–
|
–
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.6M
|
+$1.44M
|
+5,359
|
+14%
|
|
