|
26
|
Avantax Planning Partners
Dubuque,
Iowa
|
$95.9M
|
-$10.5M
|
-603,458
|
-10%
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$95.3M
|
-$1.28M
|
-73,666
|
-1%
|
|
|
28
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$87.7M
|
+$5.49M
|
+316,574
|
+7%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$84M
|
+$5.31M
|
+306,234
|
+7%
|
|
|
30
|
Truepoint Inc
Cincinnati,
Ohio
|
$81.4M
|
-$858K
|
-49,438
|
-1%
|
|
|
31
|
Gemmer Asset Management
Walnut Creek,
California
|
$80.8M
|
+$1.54M
|
+88,572
|
+2%
|
|
|
32
|
|
$78.4M
|
+$925M
|
+53,330,070
|
+1,024%
|
|
|
33
|
Callan Capital
La Jolla,
California
|
$77.8M
|
-$273K
|
-15,718
|
-0.4%
|
|
|
34
|
Matrix Trust Company
Denver,
Colorado
|
$74M
|
+$1.02M
|
+58,692
|
+1%
|
|
|
35
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$73.9M
|
+$2.51M
|
+144,652
|
+4%
|
|
|
36
|
JMG Financial Group
Downers Grove,
Illinois
|
$73.2M
|
+$1.64M
|
+94,424
|
+2%
|
|
|
37
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$72.4M
|
+$372K
|
+21,432
|
+0.6%
|
|
|
38
|
Miracle Mile Advisors
Los Angeles,
California
|
$67.5M
|
+$16.7M
|
+962,464
|
+36%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$67.2M
|
+$4.94M
|
+284,776
|
+8%
|
|
|
40
|
Choreo LLC
Rockford,
Illinois
|
$64.7M
|
-$272K
|
-15,668
|
-0.4%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$59.5M
|
+$2.03M
|
+116,804
|
+4%
|
|
|
42
|
SNS Financial Group
Minneapolis,
Minnesota
|
$58.8M
|
+$907K
|
+52,306
|
+2%
|
|
|
43
|
United Capital Financial Advisors
Irving,
Texas
|
$57.3M
|
-$25M
|
-1,441,150
|
-32%
|
|
|
44
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$53.3M
|
-$3.65M
|
-210,286
|
-7%
|
|
|
45
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$53.2M
|
+$5.02M
|
+289,402
|
+11%
|
|
|
46
|
Foster & Motley
Cincinnati,
Ohio
|
$53.1M
|
+$665K
|
+38,352
|
+1%
|
|
|
47
|
AE Wealth Management
Topeka,
Kansas
|
$49.5M
|
-$501K
|
-28,876
|
-1%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$47.6M
|
+$28.7M
|
+1,655,458
|
+180%
|
|
|
49
|
Financial Consulate
Hunt Valley,
Maryland
|
$47.5M
|
+$765K
|
+44,112
|
+2%
|
|
|
50
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$46.6M
|
+$252K
|
+14,548
|
+0.6%
|
|
