|
26
|
Avantax Planning Partners
Dubuque,
Iowa
|
$86.7M
|
+$43.6M
|
+2,547,348
|
+105%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$84.6M
|
-$880K
|
-51,424
|
-1%
|
|
|
28
|
AJ Wealth Strategies
New York
|
$82.2M
|
+$4.94M
|
+288,494
|
+7%
|
|
|
29
|
Truepoint Inc
Cincinnati,
Ohio
|
$81.3M
|
-$1.23M
|
-71,560
|
-2%
|
|
|
30
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$79.8M
|
+$15.7M
|
+914,332
|
+25%
|
|
|
31
|
Cresset Asset Management
Chicago,
Illinois
|
$75.4M
|
+$297K
|
+17,346
|
+0.4%
|
|
|
32
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$73.4M
|
+$1.35M
|
+79,044
|
+2%
|
|
|
33
|
Miracle Mile Advisors
Los Angeles,
California
|
$71.7M
|
+$11.6M
|
+679,188
|
+20%
|
|
|
34
|
Gemmer Asset Management
Walnut Creek,
California
|
$69.6M
|
+$2.94M
|
+171,806
|
+4%
|
|
|
35
|
SageView Advisory Group
Newport Beach,
California
|
$69M
|
+$21.5M
|
+1,253,260
|
+46%
|
|
|
36
|
Matrix Trust Company
Denver,
Colorado
|
$65.9M
|
+$931K
|
+54,404
|
+1%
|
|
|
37
|
JMG Financial Group
Downers Grove,
Illinois
|
$65.7M
|
+$725K
|
+42,364
|
+1%
|
|
|
38
|
Callan Capital
La Jolla,
California
|
$63.8M
|
+$2.93M
|
+170,846
|
+5%
|
|
|
39
|
Choreo LLC
Rockford,
Illinois
|
$62.3M
|
+$1.39M
|
+80,938
|
+2%
|
|
|
40
|
LPL Financial
San Diego,
California
|
$59M
|
+$2.35M
|
+136,966
|
+4%
|
|
|
41
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$58M
|
+$9.7M
|
+566,292
|
+20%
|
|
|
42
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$55.5M
|
-$2.11M
|
-123,446
|
-4%
|
|
|
43
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$53.7M
|
-$79.1K
|
-4,620
|
-0.1%
|
|
|
44
|
SNS Financial Group
Minneapolis,
Minnesota
|
$53.2M
|
+$1.53M
|
+89,244
|
+3%
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$50.7M
|
+$2.01M
|
+117,338
|
+4%
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$48.8M
|
+$4.75M
|
+277,554
|
+11%
|
|
|
47
|
Foster & Motley
Cincinnati,
Ohio
|
$48.7M
|
-$993K
|
-57,974
|
-2%
|
|
|
48
|
Financial Consulate
Hunt Valley,
Maryland
|
$44.4M
|
+$1.01M
|
+58,922
|
+2%
|
|
|
49
|
Goelzer Investment Management
Carmel,
Indiana
|
$44.4M
|
-$1.41M
|
-82,266
|
-3%
|
|
|
50
|
Krilogy Financial
St. Louis,
Missouri
|
$42.3M
|
-$8.58M
|
-500,860
|
-17%
|
|
