|
51
|
GeoWealth Management
Chicago,
Illinois
|
$53.7M
|
-$4.22M
|
-68,062
|
-7%
|
|
|
52
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$52.6M
|
+$4.29M
|
+69,283
|
+8%
|
|
|
53
|
Towneley Capital Management
Laguna Hills,
California
|
$48.4M
|
+$2.36M
|
+38,043
|
+5%
|
|
|
54
|
Essential Planning
Portsmouth,
New Hampshire
|
$47.7M
|
+$46.8M
|
+755,957
|
+5,591%
|
|
|
55
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$46.2M
|
+$981K
|
+15,838
|
+2%
|
|
|
56
|
Savant Capital
Rockford,
Illinois
|
$45.8M
|
+$5.03M
|
+81,279
|
+12%
|
|
|
57
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$45.1M
|
+$1.04M
|
+16,712
|
+2%
|
|
|
58
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$44.8M
|
-$41.3M
|
-666,887
|
-47%
|
|
|
59
|
D.A. Davidson & Co
Great Falls,
Montana
|
$44.1M
|
+$519K
|
+8,377
|
+1%
|
|
|
60
|
Bogart Wealth LLC
Mclean,
Virginia
|
$43.1M
|
+$629K
|
+10,159
|
+1%
|
|
|
61
|
SAM Advisors
Oakhurst,
California
|
$42.7M
|
+$2.25M
|
+36,328
|
+5%
|
|
|
62
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$41.9M
|
-$738K
|
-11,917
|
-2%
|
|
|
63
|
Gleason Group
Prospect,
Kentucky
|
$41.7M
|
+$3.57M
|
+57,705
|
+9%
|
|
|
64
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$41.7M
|
+$3.64M
|
+58,804
|
+9%
|
|
|
65
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$41.5M
|
+$23.1M
|
+372,972
|
+112%
|
|
|
66
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$41.5M
|
–
|
–
|
–
|
|
|
67
|
Efficient Advisors
Mason,
Ohio
|
$40.8M
|
+$2.28M
|
+36,758
|
+6%
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
$39.7M
|
+$1.49M
|
+24,105
|
+4%
|
|
|
69
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$38.7M
|
+$147K
|
+2,376
|
+0.4%
|
|
|
70
|
|
$38M
|
-$4.23M
|
-68,232
|
-10%
|
|
|
71
|
Comerica Bank
Dallas,
Texas
|
$37.9M
|
-$1.24M
|
-19,964
|
-3%
|
|
|
72
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$37.6M
|
–
|
–
|
–
|
|
|
73
|
Corrigan Financial
Middletown,
Rhode Island
|
$37.6M
|
+$2.39M
|
+38,621
|
+6%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$37.3M
|
+$6.06M
|
+97,871
|
+18%
|
|
|
75
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$36.8M
|
-$1.26M
|
-20,305
|
-3%
|
|
