|
26
|
World Investment Advisors
Santa Barbara,
California
|
$60.3M
|
+$31M
|
+996,424
|
+102%
|
|
|
27
|
Atomi Financial Group
New York
|
$60.2M
|
-$3.7M
|
-118,801
|
-6%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$58.5M
|
-$34.6M
|
-1,110,370
|
-37%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$57.7M
|
-$162K
|
-5,184
|
-0.3%
|
|
|
30
|
Financial Management Professionals
Austin,
Texas
|
$52.6M
|
+$53.8M
|
+1,726,176
|
New
|
|
|
31
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$52.6M
|
+$524K
|
+16,817
|
+1%
|
|
|
32
|
GenWealth Group
Maplewood,
New Jersey
|
$52M
|
+$1.73M
|
+55,584
|
+3%
|
|
|
33
|
United Capital Financial Advisors
Irving,
Texas
|
$49.6M
|
-$1.18M
|
-37,795
|
-2%
|
|
|
34
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$47.7M
|
-$2.57M
|
-82,512
|
-5%
|
|
|
35
|
|
$46.4M
|
+$11.5M
|
+368,181
|
+31%
|
|
|
36
|
Black Diamond Financial
Towson,
Maryland
|
$43M
|
+$1.4M
|
+44,880
|
+3%
|
|
|
37
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$41.7M
|
+$7.99M
|
+256,456
|
+23%
|
|
|
38
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$40.5M
|
+$1.38M
|
+44,235
|
+3%
|
|
|
39
|
HRC Wealth Management
Moscow,
Idaho
|
$39.9M
|
+$667K
|
+21,413
|
+2%
|
|
|
40
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$38.7M
|
-$3.48M
|
-111,735
|
-8%
|
|
|
41
|
XML Financial
Bethesda,
Maryland
|
$37.9M
|
+$2.59M
|
+83,288
|
+7%
|
|
|
42
|
Summit Asset Management
Memphis,
Tennessee
|
$37.6M
|
+$1.78M
|
+56,984
|
+5%
|
|
|
43
|
Ballast Advisors
Woodbury,
Minnesota
|
$36.4M
|
+$1.83M
|
+58,687
|
+5%
|
|
|
44
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$36.4M
|
+$37.2M
|
+1,193,258
|
New
|
|
|
45
|
Veery Capital
Wilmington,
Delaware
|
$35.6M
|
+$1.03M
|
+33,134
|
+3%
|
|
|
46
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$35.6M
|
-$649K
|
-20,821
|
-2%
|
|
|
47
|
Midwest Trust
Overland Park,
Kansas
|
$34.7M
|
+$1.29M
|
+41,436
|
+4%
|
|
|
48
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$34.6M
|
-$2.92M
|
-93,630
|
-8%
|
|
|
49
|
|
$33.9M
|
+$4.96M
|
+159,141
|
+17%
|
|
|
50
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$33.6M
|
+$14M
|
+450,474
|
+69%
|
|
