|
26
|
Creative Planning
Overland Park,
Kansas
|
$30.1M
|
-$76.7K
|
-934
|
-0.3%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$29.4M
|
+$1.5M
|
+18,231
|
+5%
|
|
|
28
|
Iconiq Capital
San Francisco,
California
|
$26.9M
|
+$29.4K
|
+358
|
+0.1%
|
|
|
29
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$26.5M
|
–
|
–
|
–
|
|
|
30
|
|
$22.6M
|
-$550K
|
-6,696
|
-2%
|
|
|
31
|
Ameraudi Asset Management
New York
|
$20.7M
|
-$235K
|
-2,866
|
-1%
|
|
|
32
|
Private Wealth Advisors (California)
Fresno,
California
|
$20.5M
|
+$4.77M
|
+58,083
|
+30%
|
|
|
33
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$20.5M
|
-$207K
|
-2,523
|
-1%
|
|
|
34
|
Capital Advantage
Walnut Creek,
California
|
$18.6M
|
+$571K
|
+6,952
|
+3%
|
|
|
35
|
|
$17.7M
|
+$3.6M
|
+43,769
|
+25%
|
|
|
36
|
Tolleson Wealth Management
Dallas,
Texas
|
$17.5M
|
-$93.2K
|
-1,134
|
-0.5%
|
|
|
37
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$17M
|
-$265K
|
-3,229
|
-2%
|
|
|
38
|
Ratio Wealth Group
Denver,
Colorado
|
$16.3M
|
+$3.53M
|
+42,977
|
+28%
|
|
|
39
|
|
$14.6M
|
-$1.36M
|
-16,608
|
-8%
|
|
|
40
|
University of Maryland Foundation
Adelphi,
Maryland
|
$14.6M
|
–
|
–
|
–
|
|
|
41
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.5M
|
+$81.6K
|
+993
|
+0.6%
|
|
|
42
|
Ballentine Partners
Waltham,
Massachusetts
|
$13.1M
|
-$276K
|
-3,356
|
-2%
|
|
|
43
|
Homrich & Berg
Atlanta,
Georgia
|
$11.8M
|
-$177K
|
-2,153
|
-1%
|
|
|
44
|
Blue Edge Capital
Richmond,
Virginia
|
$11.7M
|
-$14.5K
|
-177
|
-0.1%
|
|
|
45
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.6M
|
-$401K
|
-4,879
|
-3%
|
|
|
46
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.58M
|
-$5.79M
|
-70,451
|
-38%
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.28M
|
+$3.88M
|
+47,195
|
+71%
|
|
|
48
|
LPL Financial
San Diego,
California
|
$9.26M
|
+$526K
|
+6,405
|
+6%
|
|
|
49
|
6 Meridian
Wichita,
Kansas
|
$9.21M
|
-$655K
|
-7,969
|
-7%
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$9.11M
|
+$345K
|
+4,197
|
+4%
|
|
