|
51
|
Efficient Advisors
Mason,
Ohio
|
$36.2M
|
+$1.78M
|
+31,878
|
+5%
|
|
|
52
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$35.9M
|
+$785K
|
+14,059
|
+2%
|
|
|
53
|
SAM Advisors
Oakhurst,
California
|
$35.1M
|
-$76.7K
|
-1,374
|
-0.2%
|
|
|
54
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$34.8M
|
+$21.5K
|
+386
|
+0.1%
|
|
|
55
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$33.9M
|
-$321K
|
-5,752
|
-0.9%
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$33.7M
|
+$4.41M
|
+79,033
|
+14%
|
|
|
57
|
Cetera Advisors
Denver,
Colorado
|
$33.5M
|
+$3.34M
|
+59,890
|
+11%
|
|
|
58
|
Allen Investment Management
New York
|
$32.7M
|
+$486K
|
+8,700
|
+1%
|
|
|
59
|
Comerica Bank
Dallas,
Texas
|
$32.5M
|
+$33.9M
|
+608,157
|
New
|
|
|
60
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$32.3M
|
-$2.86M
|
-51,218
|
-8%
|
|
|
61
|
SignatureFD
Atlanta,
Georgia
|
$32.2M
|
-$16.8M
|
-300,533
|
-33%
|
|
|
62
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$32M
|
+$767K
|
+13,739
|
+2%
|
|
|
63
|
|
$31.7M
|
+$1.92M
|
+34,422
|
+6%
|
|
|
64
|
Cresset Asset Management
Chicago,
Illinois
|
$31.6M
|
+$673K
|
+12,052
|
+2%
|
|
|
65
|
Avantax Planning Partners
Dubuque,
Iowa
|
$29.9M
|
-$238K
|
-4,257
|
-0.8%
|
|
|
66
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$29.8M
|
+$665K
|
+11,908
|
+2%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29M
|
+$24.5M
|
+439,243
|
+551%
|
|
|
68
|
Rockefeller Capital Management
New York
|
$28.8M
|
+$47.7K
|
+854
|
+0.2%
|
|
|
69
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$28.4M
|
-$1.07M
|
-19,099
|
-3%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$28.2M
|
-$2.12M
|
-38,030
|
-7%
|
|
|
71
|
Caprock Group
Boise,
Idaho
|
$27.8M
|
-$57.9K
|
-1,038
|
-0.2%
|
|
|
72
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$27.7M
|
-$612K
|
-10,963
|
-2%
|
|
|
73
|
Gleason Group
Prospect,
Kentucky
|
$27.5M
|
+$1.64M
|
+29,424
|
+6%
|
|
|
74
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$27.4M
|
+$1.14M
|
+20,400
|
+4%
|
|
|
75
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$27M
|
+$9.71M
|
+174,035
|
+53%
|
|
