|
51
|
Planning Alternatives
Birmingham,
Michigan
|
$17.7M
|
-$299K
|
-3,618
|
-2%
|
|
|
52
|
Ibbotson Associates
Chicago,
Illinois
|
$17.4M
|
+$1.63M
|
+19,697
|
+11%
|
|
|
53
|
Hollencrest Capital Management
Newport Beach,
California
|
$17.3M
|
-$148K
|
-1,795
|
-0.9%
|
|
|
54
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17M
|
+$16.6M
|
+201,068
|
+27,734%
|
|
|
55
|
Lubar & Co
Milwaukee,
Wisconsin
|
$16M
|
-$2.73M
|
-33,100
|
-15%
|
|
|
56
|
Courier Capital
Buffalo,
New York
|
$15.8M
|
-$74.8K
|
-906
|
-0.5%
|
|
|
57
|
Summit Equities
Parsippany,
New Jersey
|
$15.5M
|
+$741K
|
+8,967
|
+5%
|
|
|
58
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15.4M
|
-$2.1M
|
-25,367
|
-12%
|
|
|
59
|
Modera Wealth Management
Westwood,
New Jersey
|
$15.3M
|
+$63.1K
|
+764
|
+0.4%
|
|
|
60
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$14.7M
|
-$5.45K
|
-66
|
-0%
|
|
|
61
|
Opus Investment Management
Worcester,
Massachusetts
|
$14.5M
|
-$24.8M
|
-300,300
|
-64%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$14.2M
|
+$1.18M
|
+14,298
|
+9%
|
|
|
63
|
Blue Edge Capital
Richmond,
Virginia
|
$14.1M
|
-$305K
|
-3,696
|
-2%
|
|
|
64
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$14M
|
+$608K
|
+7,358
|
+5%
|
|
|
65
|
Noven Financial Group
Denver,
Colorado
|
$14M
|
+$13.7M
|
+165,297
|
New
|
|
|
66
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$13.9M
|
+$4.36M
|
+52,797
|
+47%
|
|
|
67
|
BlackRock Investment Management
Wilmington,
Delaware
|
$13.5M
|
+$13M
|
+157,634
|
+6,167%
|
|
|
68
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$13.3M
|
-$120K
|
-1,448
|
-0.9%
|
|
|
69
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13M
|
+$2.28M
|
+27,586
|
+22%
|
|
|
70
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12.8M
|
+$40.3K
|
+488
|
+0.3%
|
|
|
71
|
Condor Capital Management
Martinsville,
New Jersey
|
$12.6M
|
-$176K
|
-2,135
|
-1%
|
|
|
72
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.4M
|
-$12.4K
|
-150
|
-0.1%
|
|
|
73
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12.1M
|
+$10.4M
|
+125,561
|
+711%
|
|
|
74
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$11.8M
|
+$645K
|
+7,812
|
+6%
|
|
|
75
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$11.5M
|
+$76.5K
|
+926
|
+0.7%
|
|
