|
26
|
Rebalance
Palo Alto,
California
|
$109M
|
+$195K
|
+10,410
|
+0.2%
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$101M
|
+$674K
|
+36,072
|
+0.7%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$90M
|
+$1.3M
|
+69,356
|
+2%
|
|
|
29
|
|
$86M
|
-$1.01B
|
-54,131,482
|
-92%
|
|
|
30
|
Miracle Mile Advisors
Los Angeles,
California
|
$83.8M
|
+$12M
|
+642,740
|
+18%
|
|
|
31
|
Truepoint Inc
Cincinnati,
Ohio
|
$83.1M
|
-$2.68M
|
-143,178
|
-3%
|
|
|
32
|
Callan Capital
La Jolla,
California
|
$79.6M
|
-$2.44M
|
-130,404
|
-3%
|
|
|
33
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$79.3M
|
+$2.7M
|
+144,256
|
+4%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$78.5M
|
+$43.4M
|
+2,324,040
|
+137%
|
|
|
35
|
JMG Financial Group
Downers Grove,
Illinois
|
$78.4M
|
+$1.09M
|
+58,554
|
+1%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$77.9M
|
+$6.59M
|
+352,348
|
+10%
|
|
|
37
|
Gemmer Asset Management
Walnut Creek,
California
|
$76.4M
|
-$8.49M
|
-454,158
|
-10%
|
|
|
38
|
Matrix Trust Company
Denver,
Colorado
|
$76.3M
|
-$1.71M
|
-91,570
|
-2%
|
|
|
39
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$76.3M
|
-$1.57M
|
-83,874
|
-2%
|
|
|
40
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$67.2M
|
+$10.6M
|
+567,026
|
+20%
|
|
|
41
|
Choreo LLC
Rockford,
Illinois
|
$67M
|
-$1.35M
|
-71,974
|
-2%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$66.7M
|
+$3.71M
|
+198,426
|
+6%
|
|
|
43
|
SNS Financial Group
Minneapolis,
Minnesota
|
$62.1M
|
+$75
|
+4
|
+0%
|
|
|
44
|
Foster & Motley
Cincinnati,
Ohio
|
$57.1M
|
+$955K
|
+51,108
|
+2%
|
|
|
45
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$55.7M
|
-$521K
|
-27,848
|
-1%
|
|
|
46
|
United Capital Financial Advisors
Irving,
Texas
|
$55.6M
|
-$4.76M
|
-254,774
|
-8%
|
|
|
47
|
Charles Schwab Trust
Henderson,
Nevada
|
$55M
|
+$7.1M
|
+379,878
|
+16%
|
|
|
48
|
Old Mission Capital
Chicago,
Illinois
|
$54.7M
|
+$52.5M
|
+2,806,166
|
New
|
|
|
49
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$52.7M
|
+$3.37M
|
+180,406
|
+7%
|
|
|
50
|
Financial Consulate
Hunt Valley,
Maryland
|
$50.6M
|
+$480K
|
+25,666
|
+1%
|
|
