|
26
|
Avantax Planning Partners
Dubuque,
Iowa
|
$127M
|
+$9.41M
|
+479,886
|
+8%
|
|
|
27
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$119M
|
-$2.05M
|
-104,551
|
-2%
|
|
|
28
|
Bessemer Group
Woodbridge,
New Jersey
|
$119M
|
-$1.1M
|
-56,199
|
-0.9%
|
|
|
29
|
Cresset Asset Management
Chicago,
Illinois
|
$112M
|
-$15.9M
|
-811,331
|
-13%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$105M
|
+$839K
|
+42,762
|
+0.8%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$97.7M
|
-$5.66M
|
-288,507
|
-6%
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$89.5M
|
+$431K
|
+21,958
|
+0.5%
|
|
|
33
|
Gemmer Asset Management
Walnut Creek,
California
|
$88.6M
|
+$1.92M
|
+97,721
|
+2%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$88.4M
|
+$811K
|
+41,367
|
+0.9%
|
|
|
35
|
JMG Financial Group
Downers Grove,
Illinois
|
$86.7M
|
-$609K
|
-31,042
|
-0.7%
|
|
|
36
|
Jones Financial Companies
Des Peres,
Missouri
|
$84M
|
+$13.4M
|
+681,478
|
+19%
|
|
|
37
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$82.6M
|
+$6.35M
|
+323,678
|
+8%
|
|
|
38
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$79.4M
|
+$34.1M
|
+1,740,777
|
+77%
|
|
|
39
|
Callan Capital
La Jolla,
California
|
$77.2M
|
-$95.8K
|
-4,883
|
-0.1%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$76M
|
+$2.82M
|
+143,839
|
+4%
|
|
|
41
|
Truepoint Inc
Cincinnati,
Ohio
|
$73.5M
|
-$9.11M
|
-464,577
|
-11%
|
|
|
42
|
SNS Financial Group
Minneapolis,
Minnesota
|
$72M
|
-$445K
|
-22,709
|
-0.6%
|
|
|
43
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$70.6M
|
-$11.9M
|
-607,979
|
-15%
|
|
|
44
|
Charles Schwab Trust
Henderson,
Nevada
|
$69.3M
|
+$999K
|
+50,946
|
+1%
|
|
|
45
|
Foster & Motley
Cincinnati,
Ohio
|
$63.2M
|
+$622K
|
+31,702
|
+1%
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59.4M
|
+$14.3M
|
+727,949
|
+32%
|
|
|
47
|
Choreo LLC
Rockford,
Illinois
|
$58M
|
-$2.76M
|
-140,603
|
-4%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$54.6M
|
+$4.98M
|
+253,818
|
+10%
|
|
|
49
|
United Capital Financial Advisors
Irving,
Texas
|
$52.1M
|
+$71.6K
|
+3,649
|
+0.1%
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.7M
|
+$5.65M
|
+287,873
|
+12%
|
|
