|
26
|
SageView Advisory Group
Newport Beach,
California
|
$81.9M
|
+$3.96M
|
+224,244
|
+5%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$77.2M
|
-$1.39M
|
-78,460
|
-2%
|
|
|
28
|
Truepoint Inc
Cincinnati,
Ohio
|
$75.6M
|
-$1.43M
|
-80,736
|
-2%
|
|
|
29
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$75.3M
|
+$1.65M
|
+93,282
|
+2%
|
|
|
30
|
Cresset Asset Management
Chicago,
Illinois
|
$73.9M
|
+$239K
|
+13,502
|
+0.3%
|
|
|
31
|
Gemmer Asset Management
Walnut Creek,
California
|
$72.7M
|
+$1.56M
|
+88,434
|
+2%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$72M
|
+$9.11M
|
+515,840
|
+14%
|
|
|
33
|
Callan Capital
La Jolla,
California
|
$71.7M
|
+$7.17M
|
+405,890
|
+11%
|
|
|
34
|
Matrix Trust Company
Denver,
Colorado
|
$67M
|
+$1.95M
|
+110,408
|
+3%
|
|
|
35
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$66.2M
|
+$1.52M
|
+86,198
|
+2%
|
|
|
36
|
JMG Financial Group
Downers Grove,
Illinois
|
$65.6M
|
+$2.62M
|
+148,188
|
+4%
|
|
|
37
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$65.4M
|
+$2.44M
|
+138,358
|
+4%
|
|
|
38
|
Choreo LLC
Rockford,
Illinois
|
$59.8M
|
-$259K
|
-14,676
|
-0.4%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$57M
|
+$5.73M
|
+324,478
|
+11%
|
|
|
40
|
SNS Financial Group
Minneapolis,
Minnesota
|
$53.2M
|
+$937K
|
+53,068
|
+2%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$52.7M
|
+$2.67M
|
+151,212
|
+5%
|
|
|
42
|
Krilogy Financial
St. Louis,
Missouri
|
$52.7M
|
+$1.79M
|
+101,462
|
+3%
|
|
|
43
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$52.5M
|
-$1.5M
|
-84,954
|
-3%
|
|
|
44
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$51M
|
+$50.2M
|
+2,839,242
|
+6,190%
|
|
|
45
|
Foster & Motley
Cincinnati,
Ohio
|
$48.2M
|
+$985K
|
+55,786
|
+2%
|
|
|
46
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$47.9M
|
-$41.9M
|
-2,374,266
|
-46%
|
|
|
47
|
AE Wealth Management
Topeka,
Kansas
|
$46.4M
|
+$10.7M
|
+604,126
|
+28%
|
|
|
48
|
Miracle Mile Advisors
Los Angeles,
California
|
$45.6M
|
+$628K
|
+35,576
|
+1%
|
|
|
49
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$44M
|
+$1.92M
|
+108,768
|
+4%
|
|
|
50
|
Financial Consulate
Hunt Valley,
Maryland
|
$42.9M
|
-$924K
|
-52,332
|
-2%
|
|
