|
26
|
Ballentine Partners
Waltham,
Massachusetts
|
$71M
|
-$854K
|
-39,996
|
-1%
|
|
|
27
|
|
$70M
|
-$1.37M
|
-64,071
|
-2%
|
|
|
28
|
Socha Financial Group
Corning,
New York
|
$68.7M
|
+$1.35M
|
+63,024
|
+2%
|
|
|
29
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$68.1M
|
-$673K
|
-31,506
|
-1%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$67.8M
|
+$1.64M
|
+76,878
|
+3%
|
|
|
31
|
Circle Wealth Management
Summit,
New Jersey
|
$67.2M
|
-$939K
|
-43,962
|
-1%
|
|
|
32
|
North Star Asset Management
Neenah,
Wisconsin
|
$65M
|
+$668K
|
+31,287
|
+1%
|
|
|
33
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$64.2M
|
-$102K
|
-4,785
|
-0.2%
|
|
|
34
|
Brown Advisory
Baltimore,
Maryland
|
$62.2M
|
-$51.5K
|
-2,412
|
-0.1%
|
|
|
35
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$61.9M
|
-$641K
|
-30,030
|
-1%
|
|
|
36
|
Agilis Partners
Waltham,
Massachusetts
|
$58.7M
|
-$129K
|
-6,054
|
-0.2%
|
|
|
37
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$57.9M
|
+$2.29M
|
+107,226
|
+4%
|
|
|
38
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$56.1M
|
+$5.25M
|
+245,721
|
+11%
|
|
|
39
|
Morningstar Investment Services
Chicago,
Illinois
|
$55.1M
|
+$3.04M
|
+142,278
|
+6%
|
|
|
40
|
Compass Advisory Group
Melville,
New York
|
$54.4M
|
+$4.79M
|
+224,124
|
+10%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.8M
|
+$494K
|
+23,145
|
+1%
|
|
|
42
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$51M
|
+$9.35M
|
+437,913
|
+24%
|
|
|
43
|
SNS Financial Group
Minneapolis,
Minnesota
|
$50.1M
|
-$1.37M
|
-64,257
|
-3%
|
|
|
44
|
Caprock Group
Boise,
Idaho
|
$49.5M
|
-$2.29M
|
-107,160
|
-5%
|
|
|
45
|
MYeCFO
La Jolla,
California
|
$49.3M
|
-$919K
|
-43,053
|
-2%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$45.5M
|
+$303K
|
+14,202
|
+0.7%
|
|
|
47
|
Envestnet Asset Management
Chicago,
Illinois
|
$45M
|
-$2.65M
|
-123,963
|
-6%
|
|
|
48
|
LPL Financial
San Diego,
California
|
$44M
|
+$1.36M
|
+63,852
|
+3%
|
|
|
49
|
WBH Advisory
Baltimore,
Maryland
|
$43.7M
|
+$1.22M
|
+57,348
|
+3%
|
|
|
50
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$42.2M
|
+$2.1M
|
+98,139
|
+5%
|
|
