|
26
|
Avantax Planning Partners
Dubuque,
Iowa
|
$114M
|
-$11M
|
-555,474
|
-9%
|
|
|
27
|
Miracle Mile Advisors
Los Angeles,
California
|
$108M
|
+$5.99M
|
+303,050
|
+6%
|
|
|
28
|
Fidelity Investments
Boston,
Massachusetts
|
$106M
|
+$417K
|
+21,082
|
+0.4%
|
|
|
29
|
SageView Advisory Group
Newport Beach,
California
|
$106M
|
-$14.1M
|
-711,106
|
-12%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$102M
|
+$3.4M
|
+171,814
|
+4%
|
|
|
31
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$93M
|
+$8.75M
|
+442,662
|
+11%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$90.1M
|
+$603K
|
+30,480
|
+0.7%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$88.5M
|
+$4.97M
|
+251,242
|
+6%
|
|
|
34
|
Truepoint Inc
Cincinnati,
Ohio
|
$85.7M
|
-$802K
|
-40,556
|
-1%
|
|
|
35
|
Gemmer Asset Management
Walnut Creek,
California
|
$84.7M
|
+$1.7M
|
+86,176
|
+2%
|
|
|
36
|
JMG Financial Group
Downers Grove,
Illinois
|
$84.2M
|
+$2.66M
|
+134,718
|
+3%
|
|
|
37
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$81.4M
|
+$77.4M
|
+3,913,260
|
+8,428%
|
|
|
38
|
Callan Capital
La Jolla,
California
|
$81.1M
|
-$2.89M
|
-146,214
|
-4%
|
|
|
39
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$75.9M
|
+$77.6M
|
+3,925,178
|
+114%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$74.3M
|
+$2.27M
|
+114,722
|
+3%
|
|
|
41
|
SNS Financial Group
Minneapolis,
Minnesota
|
$69.1M
|
+$1.61M
|
+81,332
|
+2%
|
|
|
42
|
Choreo LLC
Rockford,
Illinois
|
$67.3M
|
-$1.62M
|
-81,846
|
-2%
|
|
|
43
|
Charles Schwab Trust
Henderson,
Nevada
|
$63.4M
|
+$4.47M
|
+226,194
|
+8%
|
|
|
44
|
Foster & Motley
Cincinnati,
Ohio
|
$61.8M
|
+$1.34M
|
+67,596
|
+2%
|
|
|
45
|
Jones Financial Companies
Des Peres,
Missouri
|
$60.9M
|
+$9.5M
|
+480,564
|
+19%
|
|
|
46
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$56.6M
|
-$977K
|
-49,418
|
-2%
|
|
|
47
|
United Capital Financial Advisors
Irving,
Texas
|
$55.5M
|
-$1.11M
|
-55,886
|
-2%
|
|
|
48
|
Financial Consulate
Hunt Valley,
Maryland
|
$55.2M
|
+$998K
|
+50,468
|
+2%
|
|
|
49
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$55.1M
|
-$204K
|
-10,324
|
-0.4%
|
|
|
50
|
Opus Capital Group
Cincinnati,
Ohio
|
$50.3M
|
+$4.47M
|
+226,014
|
+10%
|
|
