|
26
|
Gradient Investments
Arden Hills,
Minnesota
|
$36.5M
|
+$678K
|
+11,077
|
+2%
|
|
|
27
|
HUB Investment Partners
Austin,
Texas
|
$36M
|
+$2.8M
|
+45,692
|
+9%
|
|
|
28
|
Foster & Motley
Cincinnati,
Ohio
|
$35.9M
|
+$409K
|
+6,675
|
+1%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$35.5M
|
+$8.17M
|
+133,395
|
+32%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$35.3M
|
+$30.5M
|
+497,931
|
+1,039%
|
|
|
31
|
Tarbox Family Office
Newport Beach,
California
|
$34.8M
|
+$488K
|
+7,969
|
+1%
|
|
|
32
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$34.7M
|
-$425K
|
-6,945
|
-1%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.3M
|
+$32M
|
+523,110
|
+26,155,500%
|
|
|
34
|
Waddell & Associates
Memphis,
Tennessee
|
$32.1M
|
+$1.09M
|
+17,765
|
+4%
|
|
|
35
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$31.5M
|
-$2.34M
|
-38,303
|
-7%
|
|
|
36
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$31.5M
|
-$2.34M
|
-38,303
|
-7%
|
|
|
37
|
Larson Financial Group
St Louis,
Missouri
|
$30.6M
|
-$3.01M
|
-49,094
|
-9%
|
|
|
38
|
West Paces Advisors
Atlanta,
Georgia
|
$29.4M
|
+$904K
|
+14,764
|
+3%
|
|
|
39
|
Waypoint Wealth Partners
Mill Valley,
California
|
$28.9M
|
+$346K
|
+5,655
|
+1%
|
|
|
40
|
Arlington Financial Advisors
Santa Barbara,
California
|
$26.6M
|
+$441K
|
+7,197
|
+2%
|
|
|
41
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$25.8M
|
-$492K
|
-8,034
|
-2%
|
|
|
42
|
Versant Capital Management
Phoenix,
Arizona
|
$25.5M
|
+$2.49M
|
+40,698
|
+12%
|
|
|
43
|
Avantax Planning Partners
Dubuque,
Iowa
|
$25.3M
|
+$1.16M
|
+19,031
|
+5%
|
|
|
44
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$25.2M
|
+$486K
|
+7,945
|
+2%
|
|
|
45
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$25.2M
|
+$1.19M
|
+19,415
|
+5%
|
|
|
46
|
Jones Financial Companies
Des Peres,
Missouri
|
$25.2M
|
+$12M
|
+196,121
|
+104%
|
|
|
47
|
Truepoint Inc
Cincinnati,
Ohio
|
$25.1M
|
-$384K
|
-6,273
|
-2%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.7M
|
+$6.61M
|
+107,928
|
+42%
|
|
|
49
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$23.6M
|
-$1.01M
|
-16,461
|
-4%
|
|
|
50
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$23M
|
+$746K
|
+12,180
|
+4%
|
|
