|
26
|
CX Institutional
Auburn,
Indiana
|
$55M
|
-$6.16M
|
-216,845
|
-10%
|
|
|
27
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$53.2M
|
+$21M
|
+740,288
|
+68%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$53.1M
|
-$115K
|
-4,040
|
-0.2%
|
|
|
29
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$51.8M
|
+$1.31M
|
+46,228
|
+3%
|
|
|
30
|
United Capital Financial Advisors
Irving,
Texas
|
$49.2M
|
-$1.23M
|
-43,144
|
-2%
|
|
|
31
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$48.5M
|
+$550K
|
+19,343
|
+1%
|
|
|
32
|
GenWealth Group
Maplewood,
New Jersey
|
$45M
|
+$223K
|
+7,843
|
+0.5%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$43.9M
|
+$1.71M
|
+60,205
|
+4%
|
|
|
34
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$39.3M
|
-$1.31M
|
-46,116
|
-3%
|
|
|
35
|
HRC Wealth Management
Moscow,
Idaho
|
$37.6M
|
+$406K
|
+14,299
|
+1%
|
|
|
36
|
Black Diamond Financial
Towson,
Maryland
|
$37.1M
|
+$6.99M
|
+246,176
|
+24%
|
|
|
37
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$35.8M
|
+$1.89M
|
+66,693
|
+6%
|
|
|
38
|
XML Financial
Bethesda,
Maryland
|
$35.5M
|
+$450K
|
+15,853
|
+1%
|
|
|
39
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$33.5M
|
+$621K
|
+21,854
|
+2%
|
|
|
40
|
Beacon Pointe Advisors
Newport Beach,
California
|
$33.5M
|
+$2.48M
|
+87,278
|
+8%
|
|
|
41
|
Ballast Advisors
Woodbury,
Minnesota
|
$33.5M
|
+$378K
|
+13,295
|
+1%
|
|
|
42
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$33.4M
|
+$570K
|
+20,070
|
+2%
|
|
|
43
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$33.2M
|
-$242K
|
-8,523
|
-0.7%
|
|
|
44
|
Veery Capital
Wilmington,
Delaware
|
$33M
|
+$862K
|
+30,348
|
+3%
|
|
|
45
|
FAS Wealth Partners
Leawood,
Kansas
|
$32.6M
|
-$581K
|
-20,464
|
-2%
|
|
|
46
|
|
$32.4M
|
+$394K
|
+13,884
|
+1%
|
|
|
47
|
Summit Asset Management
Memphis,
Tennessee
|
$32.4M
|
+$1.28M
|
+44,930
|
+4%
|
|
|
48
|
Dodds Wealth
Greenwood Village,
Colorado
|
$32M
|
-$365K
|
-12,847
|
-1%
|
|
|
49
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$31.5M
|
+$882K
|
+31,043
|
+3%
|
|
|
50
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$31.5M
|
-$2.12M
|
-74,694
|
-6%
|
|
