|
26
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$33.7M
|
-$3.4M
|
-147,021
|
-9%
|
|
|
27
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$32.8M
|
-$3.48M
|
-150,238
|
-10%
|
|
|
28
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$32.5M
|
+$1.84M
|
+79,409
|
+6%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$32.3M
|
+$3.36M
|
+145,234
|
+12%
|
|
|
30
|
KilterHowling LLC
Boulder,
Colorado
|
$31.2M
|
+$67.8K
|
+2,932
|
+0.2%
|
|
|
31
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$30.9M
|
+$977K
|
+42,225
|
+3%
|
|
|
32
|
Modern Wealth Management
Lenexa,
Kansas
|
$30.1M
|
+$1.86M
|
+80,321
|
+7%
|
|
|
33
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$30M
|
+$1.43M
|
+61,631
|
+5%
|
|
|
34
|
Plum Street Advisors
New Orleans,
Louisiana
|
$29.6M
|
+$1.9M
|
+82,255
|
+7%
|
|
|
35
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$29.5M
|
-$7.95M
|
-343,451
|
-21%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.9M
|
+$1.9M
|
+82,315
|
+7%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$25.9M
|
+$560K
|
+24,216
|
+2%
|
|
|
38
|
TSA Wealth Management
Houston,
Texas
|
$23.7M
|
+$1.51M
|
+65,383
|
+7%
|
|
|
39
|
|
$23.2M
|
-$29.4M
|
-1,271,935
|
-56%
|
|
|
40
|
Theory Financial
Fort Collins,
Colorado
|
$22.9M
|
+$967K
|
+41,790
|
+4%
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$22.6M
|
+$1.1M
|
+47,613
|
+5%
|
|
|
42
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$22.1M
|
-$1.34M
|
-58,051
|
-6%
|
|
|
43
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$22.1M
|
-$1.34M
|
-58,051
|
-6%
|
|
|
44
|
Asset Allocation Strategies
Farmington,
Michigan
|
$21.6M
|
+$257K
|
+11,090
|
+1%
|
|
|
45
|
One Wealth Advisors
San Francisco,
California
|
$21.2M
|
+$1.51M
|
+65,242
|
+8%
|
|
|
46
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$21.2M
|
+$1.01M
|
+43,516
|
+5%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$20.4M
|
+$2.76M
|
+119,473
|
+16%
|
|
|
48
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$20.3M
|
+$821K
|
+35,462
|
+4%
|
|
|
49
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$20.2M
|
-$754K
|
-32,580
|
-4%
|
|
|
50
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$19.4M
|
+$994K
|
+42,941
|
+5%
|
|
