|
51
|
FIDELIS iM
Medford,
Oregon
|
$23.4M
|
+$18.7M
|
+661,509
|
+410%
|
|
|
52
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$23.3M
|
+$2M
|
+70,849
|
+10%
|
|
|
53
|
Joule Financial
Lexington,
Kentucky
|
$22.9M
|
-$701K
|
-24,833
|
-3%
|
|
|
54
|
Charles Schwab Trust
Henderson,
Nevada
|
$22.3M
|
+$1.04M
|
+36,767
|
+5%
|
|
|
55
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21.7M
|
-$1.83M
|
-64,757
|
-8%
|
|
|
56
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$21.7M
|
+$1.61M
|
+56,874
|
+8%
|
|
|
57
|
White & Co Financial Planning
Sunnyside,
Washington
|
$21M
|
-$9.21K
|
-326
|
-0%
|
|
|
58
|
Raymond James Financial
St Petersburg,
Florida
|
$20.8M
|
+$301K
|
+10,656
|
+1%
|
|
|
59
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$20.6M
|
+$363K
|
+12,867
|
+2%
|
|
|
60
|
Old National Bancorp
Evansville,
Indiana
|
$20.4M
|
+$457K
|
+16,193
|
+2%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.4M
|
+$2.59M
|
+91,724
|
+15%
|
|
|
62
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$20.4M
|
+$1.87M
|
+66,194
|
+10%
|
|
|
63
|
Strategic Financial Planning
Plano,
Texas
|
$20.1M
|
-$1.06M
|
-37,546
|
-5%
|
|
|
64
|
Ascension Capital Advisors
Houston,
Texas
|
$19.9M
|
+$2.34M
|
+83,008
|
+13%
|
|
|
65
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$19.8M
|
-$97.6K
|
-3,457
|
-0.5%
|
|
|
66
|
Waterford Advisors
Orchard Park,
New York
|
$19.2M
|
-$292K
|
-10,342
|
-2%
|
|
|
67
|
Merit Financial Group
Alpharetta,
Georgia
|
$18.1M
|
+$5.65M
|
+200,050
|
+46%
|
|
|
68
|
Bangor Savings Bank
Bangor,
Maine
|
$17.6M
|
-$87.6K
|
-3,102
|
-0.5%
|
|
|
69
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$17.4M
|
+$116K
|
+4,104
|
+0.7%
|
|
|
70
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$17M
|
+$8.67M
|
+307,162
|
+106%
|
|
|
71
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$16.6M
|
+$295K
|
+10,442
|
+2%
|
|
|
72
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$16.5M
|
+$86.6K
|
+3,065
|
+0.5%
|
|
|
73
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$16.3M
|
-$905K
|
-32,034
|
-5%
|
|
|
74
|
Modern Wealth Management
Lenexa,
Kansas
|
$16M
|
-$201K
|
-7,135
|
-1%
|
|
|
75
|
Matrix Trust Company
Denver,
Colorado
|
$15.7M
|
+$227K
|
+8,028
|
+1%
|
|
