|
26
|
Rebalance
Palo Alto,
California
|
$112M
|
+$5.06M
|
+261,266
|
+5%
|
|
|
27
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$110M
|
+$1.11M
|
+57,564
|
+1%
|
|
|
28
|
Fidelity Investments
Boston,
Massachusetts
|
$98.8M
|
-$962K
|
-49,702
|
-1%
|
|
|
29
|
Miracle Mile Advisors
Los Angeles,
California
|
$95M
|
+$12.6M
|
+651,694
|
+15%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$91.9M
|
+$3.3M
|
+170,726
|
+4%
|
|
|
31
|
|
$87.2M
|
+$2.55M
|
+131,884
|
+3%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$83.6M
|
+$6.32M
|
+326,612
|
+8%
|
|
|
33
|
Truepoint Inc
Cincinnati,
Ohio
|
$80.8M
|
-$1.02M
|
-52,716
|
-1%
|
|
|
34
|
Callan Capital
La Jolla,
California
|
$78.6M
|
+$300K
|
+15,506
|
+0.4%
|
|
|
35
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$78.4M
|
+$384K
|
+19,840
|
+0.5%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$77.9M
|
+$1.23M
|
+63,662
|
+2%
|
|
|
37
|
Gemmer Asset Management
Walnut Creek,
California
|
$77.5M
|
+$2.23M
|
+115,360
|
+3%
|
|
|
38
|
JMG Financial Group
Downers Grove,
Illinois
|
$76.1M
|
-$1.08M
|
-55,884
|
-1%
|
|
|
39
|
Matrix Trust Company
Denver,
Colorado
|
$74.4M
|
-$767K
|
-39,624
|
-1%
|
|
|
40
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$73.3M
|
-$1.9M
|
-98,338
|
-3%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$67.2M
|
+$1.54M
|
+79,612
|
+2%
|
|
|
42
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$66.4M
|
+$148K
|
+7,658
|
+0.2%
|
|
|
43
|
Choreo LLC
Rockford,
Illinois
|
$65.2M
|
+$3.68M
|
+190,388
|
+6%
|
|
|
44
|
SNS Financial Group
Minneapolis,
Minnesota
|
$63.6M
|
+$1.83M
|
+94,644
|
+3%
|
|
|
45
|
Foster & Motley
Cincinnati,
Ohio
|
$56.5M
|
+$241K
|
+12,460
|
+0.4%
|
|
|
46
|
Charles Schwab Trust
Henderson,
Nevada
|
$54.9M
|
+$791K
|
+40,844
|
+1%
|
|
|
47
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$53.9M
|
+$2.02M
|
+104,500
|
+4%
|
|
|
48
|
United Capital Financial Advisors
Irving,
Texas
|
$52.9M
|
-$1.83M
|
-94,702
|
-3%
|
|
|
49
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$52.2M
|
-$3.15M
|
-162,936
|
-6%
|
|
|
50
|
Financial Consulate
Hunt Valley,
Maryland
|
$50.6M
|
+$802K
|
+41,438
|
+2%
|
|
