|
26
|
Matrix Trust Company
Denver,
Colorado
|
$70.7M
|
-$1.51M
|
-80,994
|
-2%
|
|
|
27
|
Gemmer Asset Management
Walnut Creek,
California
|
$65.2M
|
-$9.39M
|
-505,276
|
-12%
|
|
|
28
|
Truepoint Inc
Cincinnati,
Ohio
|
$62.7M
|
+$21.6M
|
+1,162,632
|
+52%
|
|
|
29
|
Callan Capital
La Jolla,
California
|
$60.5M
|
-$4.2M
|
-225,930
|
-6%
|
|
|
30
|
Apriem Advisors
Irvine,
California
|
$54M
|
-$2.11M
|
-113,430
|
-4%
|
|
|
31
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$53.6M
|
+$6.34M
|
+341,074
|
+13%
|
|
|
32
|
Krilogy Financial
St. Louis,
Missouri
|
$53.3M
|
+$3.3M
|
+177,744
|
+7%
|
|
|
33
|
SNS Financial Group
Minneapolis,
Minnesota
|
$52.7M
|
+$1.34M
|
+72,220
|
+3%
|
|
|
34
|
Foster & Motley
Cincinnati,
Ohio
|
$49.1M
|
+$1.87M
|
+100,684
|
+4%
|
|
|
35
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$47.6M
|
+$753K
|
+40,504
|
+2%
|
|
|
36
|
Avantax Planning Partners
Dubuque,
Iowa
|
$47.6M
|
+$5.28M
|
+283,918
|
+12%
|
|
|
37
|
JMG Financial Group
Downers Grove,
Illinois
|
$47.5M
|
+$13.1M
|
+703,170
|
+37%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45.6M
|
+$657K
|
+35,334
|
+1%
|
|
|
39
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$45.2M
|
+$1.01M
|
+54,348
|
+2%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$45M
|
+$2.04M
|
+109,822
|
+5%
|
|
|
41
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$42.3M
|
-$1M
|
-53,804
|
-2%
|
|
|
42
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$40.7M
|
+$9.52M
|
+512,316
|
+30%
|
|
|
43
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$39.6M
|
+$2.02M
|
+108,934
|
+5%
|
|
|
44
|
Opus Capital Group
Cincinnati,
Ohio
|
$39M
|
+$4.08M
|
+219,776
|
+12%
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$37.5M
|
+$1.79M
|
+96,520
|
+5%
|
|
|
46
|
HB Wealth Management
Atlanta,
Georgia
|
$36.8M
|
+$24.5M
|
+1,315,936
|
+191%
|
|
|
47
|
Choreo LLC
Rockford,
Illinois
|
$36.7M
|
-$2.53K
|
-136
|
-0%
|
|
|
48
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$36.6M
|
+$1.3M
|
+69,910
|
+4%
|
|
|
49
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$36.6M
|
+$37.1M
|
+1,996,184
|
New
|
|
|
50
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$35.1M
|
+$1M
|
+53,950
|
+3%
|
|
