|
51
|
Wells Fargo
San Francisco,
California
|
$31.4M
|
+$704K
|
+21,305
|
+3%
|
|
|
52
|
Charles Schwab Trust
Henderson,
Nevada
|
$31.4M
|
+$1.71M
|
+51,778
|
+6%
|
|
|
53
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$31M
|
-$3.57M
|
-107,939
|
-11%
|
|
|
54
|
FIDELIS iM
Medford,
Oregon
|
$30.4M
|
-$246K
|
-7,452
|
-0.9%
|
|
|
55
|
Old National Bancorp
Evansville,
Indiana
|
$30.3M
|
-$1M
|
-30,393
|
-3%
|
|
|
56
|
|
$30M
|
-$18.8M
|
-569,488
|
-41%
|
|
|
57
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$29.5M
|
+$1.3M
|
+39,304
|
+5%
|
|
|
58
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$28.4M
|
+$378K
|
+11,434
|
+1%
|
|
|
59
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$28.3M
|
+$23.1M
|
+699,041
|
+842%
|
|
|
60
|
Joule Financial
Lexington,
Kentucky
|
$28.1M
|
-$659K
|
-19,932
|
-3%
|
|
|
61
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$26.5M
|
-$2.7M
|
-81,682
|
-10%
|
|
|
62
|
Seneca Financial Advisors
Rochester,
New York
|
$25.7M
|
+$2.63M
|
+79,440
|
+13%
|
|
|
63
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$25.7M
|
+$241K
|
+7,302
|
+1%
|
|
|
64
|
White & Co Financial Planning
Sunnyside,
Washington
|
$25.6M
|
-$702K
|
-21,255
|
-3%
|
|
|
65
|
Ascension Capital Advisors
Houston,
Texas
|
$25.4M
|
-$231K
|
-6,978
|
-1%
|
|
|
66
|
Waterford Advisors
Orchard Park,
New York
|
$25.4M
|
+$586K
|
+17,728
|
+3%
|
|
|
67
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$23M
|
-$5M
|
-151,237
|
-19%
|
|
|
68
|
Summit Financial Strategies
Columbus,
Ohio
|
$22.9M
|
-$3.5M
|
-105,776
|
-14%
|
|
|
69
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$22.2M
|
+$676K
|
+20,448
|
+3%
|
|
|
70
|
Strategic Financial Planning
Plano,
Texas
|
$21.9M
|
+$20M
|
+605,509
|
New
|
|
|
71
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$21.8M
|
-$722K
|
-21,862
|
-4%
|
|
|
72
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$21.7M
|
+$490K
|
+14,818
|
+3%
|
|
|
73
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$20.4M
|
-$191K
|
-5,784
|
-1%
|
|
|
74
|
Matrix Trust Company
Denver,
Colorado
|
$20M
|
+$140K
|
+4,243
|
+0.8%
|
|
|
75
|
Two Sigma Investments
New York
|
$19.8M
|
+$18.1M
|
+546,800
|
New
|
|
