|
26
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$67.9M
|
+$9.09M
|
+579,140
|
+14%
|
|
|
27
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$62.1M
|
+$5.45M
|
+347,340
|
+9%
|
|
|
28
|
Truepoint Inc
Cincinnati,
Ohio
|
$58.7M
|
+$25.2M
|
+1,607,242
|
+63%
|
|
|
29
|
JMG Financial Group
Downers Grove,
Illinois
|
$56.3M
|
+$17.6M
|
+1,123,240
|
+39%
|
|
|
30
|
Callan Capital
La Jolla,
California
|
$53.2M
|
-$871K
|
-55,488
|
-1%
|
|
|
31
|
Matrix Trust Company
Denver,
Colorado
|
$52.1M
|
-$839K
|
-53,434
|
-1%
|
|
|
32
|
Gemmer Asset Management
Walnut Creek,
California
|
$51.5M
|
-$3.8M
|
-242,138
|
-6%
|
|
|
33
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$48.2M
|
+$3.84M
|
+244,410
|
+8%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$45.8M
|
+$16.6M
|
+1,058,142
|
+48%
|
|
|
35
|
Krilogy Financial
St. Louis,
Missouri
|
$44.5M
|
+$2.94M
|
+187,574
|
+6%
|
|
|
36
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$43.2M
|
+$5.26M
|
+334,876
|
+12%
|
|
|
37
|
Foster & Motley
Cincinnati,
Ohio
|
$42.1M
|
+$3.25M
|
+206,840
|
+7%
|
|
|
38
|
Choreo LLC
Rockford,
Illinois
|
$41.9M
|
+$2.27M
|
+144,606
|
+5%
|
|
|
39
|
SNS Financial Group
Minneapolis,
Minnesota
|
$40.6M
|
+$1.09M
|
+69,400
|
+2%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$39.8M
|
+$1.73M
|
+110,272
|
+4%
|
|
|
41
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$38.2M
|
+$1.37M
|
+87,202
|
+3%
|
|
|
42
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$35.4M
|
+$37.6M
|
+2,397,448
|
+2,050%
|
|
|
43
|
Cresset Asset Management
Chicago,
Illinois
|
$33.2M
|
+$10.3M
|
+653,962
|
+38%
|
|
|
44
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$33.1M
|
+$210K
|
+13,366
|
+0.6%
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$32.8M
|
+$1.22M
|
+77,548
|
+3%
|
|
|
46
|
AE Wealth Management
Topeka,
Kansas
|
$32.6M
|
-$3.85M
|
-245,598
|
-10%
|
|
|
47
|
Financial Consulate
Hunt Valley,
Maryland
|
$32.5M
|
+$23.4M
|
+1,492,696
|
+183%
|
|
|
48
|
Avantax Planning Partners
Dubuque,
Iowa
|
$31.6M
|
+$2.18M
|
+139,154
|
+7%
|
|
|
49
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$31.4M
|
-$2.24M
|
-142,538
|
-6%
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.7M
|
+$63.4K
|
+4,042
|
+0.2%
|
|
