|
51
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$35M
|
-$894K
|
-16,362
|
-3%
|
|
|
52
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$34.3M
|
-$27.7M
|
-506,127
|
-45%
|
|
|
53
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$34.3M
|
+$403K
|
+7,371
|
+1%
|
|
|
54
|
Allen Investment Management
New York
|
$33.2M
|
+$8.38M
|
+153,403
|
+34%
|
|
|
55
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$32.8M
|
-$127K
|
-2,325
|
-0.4%
|
|
|
56
|
Zhang Financial
Portage,
Michigan
|
$32.5M
|
+$6.65M
|
+121,712
|
+26%
|
|
|
57
|
Avantax Planning Partners
Dubuque,
Iowa
|
$32.2M
|
-$517K
|
-9,465
|
-2%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$31.4M
|
+$667K
|
+12,199
|
+2%
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$30.7M
|
-$1.27M
|
-23,233
|
-4%
|
|
|
60
|
|
$29.5M
|
+$149K
|
+2,728
|
+0.5%
|
|
|
61
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$29.1M
|
+$1.46M
|
+26,706
|
+5%
|
|
|
62
|
Caprock Group
Boise,
Idaho
|
$28.8M
|
+$600K
|
+10,973
|
+2%
|
|
|
63
|
Efficient Advisors
Mason,
Ohio
|
$28.8M
|
+$251K
|
+4,585
|
+0.9%
|
|
|
64
|
D.A. Davidson & Co
Great Falls,
Montana
|
$28.7M
|
+$933K
|
+17,066
|
+3%
|
|
|
65
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$28.1M
|
+$3.88K
|
+71
|
+0%
|
|
|
66
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.5M
|
-$397K
|
-7,259
|
-1%
|
|
|
67
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$26.5M
|
–
|
–
|
–
|
|
|
68
|
Barclays
London,
United Kingdom
|
$26.5M
|
+$2.73K
|
+50
|
+0%
|
|
|
69
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$26.1M
|
+$485K
|
+8,880
|
+2%
|
|
|
70
|
Hemington Wealth Management
Falls Church,
Virginia
|
$25.3M
|
-$534K
|
-9,771
|
-2%
|
|
|
71
|
25 LLC
St. Louis,
Missouri
|
$25M
|
+$24.1M
|
+441,822
|
New
|
|
|
72
|
WBH Advisory
Baltimore,
Maryland
|
$25M
|
+$24.7M
|
+452,404
|
New
|
|
|
73
|
Gleason Group
Prospect,
Kentucky
|
$24.6M
|
+$1.25M
|
+22,964
|
+5%
|
|
|
74
|
Mosaic Advisors
Houston,
Texas
|
$24.3M
|
+$941K
|
+17,226
|
+4%
|
|
|
75
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$24.2M
|
+$210K
|
+3,835
|
+0.9%
|
|
