|
26
|
Financial Life Advisors
San Antonio,
Texas
|
$29M
|
+$630K
|
+27,505
|
+2%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$28.3M
|
+$20.1M
|
+878,813
|
+256%
|
|
|
28
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$27.1M
|
+$653K
|
+28,486
|
+2%
|
|
|
29
|
Theory Financial
Fort Collins,
Colorado
|
$27.1M
|
-$3.64M
|
-158,757
|
-12%
|
|
|
30
|
KilterHowling LLC
Boulder,
Colorado
|
$26.7M
|
+$590K
|
+25,761
|
+2%
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$26.5M
|
-$17.5M
|
-762,821
|
-40%
|
|
|
32
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$26.4M
|
+$13.8M
|
+602,579
|
+107%
|
|
|
33
|
Integrity Alliance
Urbandale,
Iowa
|
$26.3M
|
+$4.04M
|
+176,475
|
+18%
|
|
|
34
|
FLC Capital Advisors
Palm Desert,
California
|
$26.3M
|
+$1.28M
|
+56,088
|
+5%
|
|
|
35
|
Vident Advisory
Alpharetta,
Georgia
|
$25.7M
|
+$15.1M
|
+657,360
|
+145%
|
|
|
36
|
TSA Wealth Management
Houston,
Texas
|
$25.6M
|
-$1.24M
|
-54,343
|
-5%
|
|
|
37
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$25.2M
|
+$436K
|
+19,035
|
+2%
|
|
|
38
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$25.2M
|
+$493K
|
+21,541
|
+2%
|
|
|
39
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$24.8M
|
+$1.57M
|
+68,507
|
+7%
|
|
|
40
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23.6M
|
-$650K
|
-28,374
|
-3%
|
|
|
41
|
Mercer Global Advisors
Denver,
Colorado
|
$23.4M
|
-$1.8M
|
-78,699
|
-7%
|
|
|
42
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$22.2M
|
-$561K
|
-24,477
|
-2%
|
|
|
43
|
Plum Street Advisors
New Orleans,
Louisiana
|
$22M
|
+$68.9K
|
+3,006
|
+0.3%
|
|
|
44
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$21.7M
|
-$633K
|
-27,628
|
-3%
|
|
|
45
|
Jones Financial Companies
Des Peres,
Missouri
|
$21.2M
|
+$3.05M
|
+133,365
|
+17%
|
|
|
46
|
Tenret Company
Tampa,
Florida
|
$19.3M
|
+$954K
|
+41,636
|
+5%
|
|
|
47
|
One Wealth Advisors
San Francisco,
California
|
$19.2M
|
+$606K
|
+26,437
|
+3%
|
|
|
48
|
Avantax Advisory Services
Dallas,
Texas
|
$18.3M
|
-$2.63M
|
-114,812
|
-13%
|
|
|
49
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$17.2M
|
+$176K
|
+7,669
|
+1%
|
|
|
50
|
United Capital Financial Advisors
Irving,
Texas
|
$16.8M
|
-$1.45M
|
-63,225
|
-8%
|
|
