|
51
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$36.4M
|
+$837K
|
+14,975
|
+2%
|
|
|
52
|
Verus Financial Partners
Richmond,
Virginia
|
$36.2M
|
+$16.9M
|
+301,666
|
+93%
|
|
|
53
|
Efficient Advisors
Mason,
Ohio
|
$36.1M
|
+$6.87M
|
+122,818
|
+24%
|
|
|
54
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$35.8M
|
-$317K
|
-5,667
|
-0.9%
|
|
|
55
|
AJ Wealth Strategies
New York
|
$34.9M
|
-$11.5M
|
-204,907
|
-25%
|
|
|
56
|
Allen Investment Management
New York
|
$33.8M
|
+$64.7K
|
+1,156
|
+0.2%
|
|
|
57
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$32.7M
|
-$2.13M
|
-38,078
|
-6%
|
|
|
58
|
Cresset Asset Management
Chicago,
Illinois
|
$32.5M
|
-$3.26M
|
-58,303
|
-9%
|
|
|
59
|
Cetera Advisors
Denver,
Colorado
|
$31.7M
|
-$22M
|
-393,941
|
-41%
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$31.7M
|
+$476K
|
+8,509
|
+2%
|
|
|
61
|
Avantax Planning Partners
Dubuque,
Iowa
|
$31.5M
|
-$1.22M
|
-21,887
|
-4%
|
|
|
62
|
|
$31.3M
|
+$1.29M
|
+23,054
|
+4%
|
|
|
63
|
D.A. Davidson & Co
Great Falls,
Montana
|
$30.9M
|
+$1.75M
|
+31,207
|
+6%
|
|
|
64
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$30.8M
|
+$1.25M
|
+22,359
|
+4%
|
|
|
65
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$30.5M
|
+$1.76M
|
+31,502
|
+6%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$30.1M
|
-$1.77M
|
-31,701
|
-6%
|
|
|
67
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$29.6M
|
+$29.6M
|
+528,619
|
New
|
|
|
68
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$29.5M
|
+$6.75M
|
+120,615
|
+30%
|
|
|
69
|
Caprock Group
Boise,
Idaho
|
$29.2M
|
+$3.41K
|
+61
|
+0%
|
|
|
70
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$27.6M
|
+$4.35M
|
+77,700
|
+19%
|
|
|
71
|
Gleason Group
Prospect,
Kentucky
|
$27.1M
|
+$2.17M
|
+38,793
|
+9%
|
|
|
72
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$27.1M
|
+$554K
|
+9,911
|
+2%
|
|
|
73
|
Barclays
London,
United Kingdom
|
$27M
|
+$28K
|
+500
|
+0.1%
|
|
|
74
|
25 LLC
St. Louis,
Missouri
|
$27M
|
+$1.39M
|
+24,840
|
+6%
|
|
|
75
|
MML Investors Services
Springfield,
Massachusetts
|
$26.4M
|
+$4.04M
|
+72,283
|
+18%
|
|
