|
26
|
KilterHowling LLC
Boulder,
Colorado
|
$27.7M
|
+$580K
|
+25,269
|
+2%
|
|
|
27
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$27.3M
|
+$20.9M
|
+910,577
|
+343%
|
|
|
28
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$27.2M
|
+$32.7K
|
+1,427
|
+0.1%
|
|
|
29
|
Theory Financial
Fort Collins,
Colorado
|
$26.6M
|
-$339K
|
-14,762
|
-1%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$26.6M
|
-$33.2K
|
-1,446
|
-0.1%
|
|
|
31
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$25.2M
|
+$295K
|
+12,874
|
+1%
|
|
|
32
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$23.9M
|
-$1.41M
|
-61,513
|
-6%
|
|
|
33
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$23.9M
|
-$1.41M
|
-61,513
|
-6%
|
|
|
34
|
|
$23.5M
|
-$26.9M
|
-1,170,465
|
-54%
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$23.5M
|
+$2.19M
|
+95,538
|
+10%
|
|
|
36
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23M
|
-$655K
|
-28,529
|
-3%
|
|
|
37
|
Mercer Global Advisors
Denver,
Colorado
|
$22.9M
|
-$527K
|
-22,953
|
-2%
|
|
|
38
|
TSA Wealth Management
Houston,
Texas
|
$22.7M
|
-$2.95M
|
-128,741
|
-12%
|
|
|
39
|
Avantax Advisory Services
Dallas,
Texas
|
$21.7M
|
+$3.27M
|
+142,367
|
+18%
|
|
|
40
|
Plum Street Advisors
New Orleans,
Louisiana
|
$21.6M
|
-$463K
|
-20,186
|
-2%
|
|
|
41
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$21.6M
|
-$217K
|
-9,451
|
-1%
|
|
|
42
|
Tenret Company
Tampa,
Florida
|
$20.3M
|
+$965K
|
+42,069
|
+5%
|
|
|
43
|
Raymond James Financial
St Petersburg,
Florida
|
$20.1M
|
+$5.24M
|
+228,444
|
+36%
|
|
|
44
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$19.8M
|
-$2.49M
|
-108,306
|
-11%
|
|
|
45
|
Asset Allocation Strategies
Farmington,
Michigan
|
$17.7M
|
+$1.89M
|
+82,181
|
+12%
|
|
|
46
|
One Wealth Advisors
San Francisco,
California
|
$17.3M
|
-$1.91M
|
-83,085
|
-10%
|
|
|
47
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$16.8M
|
-$416K
|
-18,135
|
-2%
|
|
|
48
|
Ascent Group
Virginia Beach,
Virginia
|
$16.5M
|
-$13.4M
|
-582,937
|
-45%
|
|
|
49
|
LPL Financial
San Diego,
California
|
$15.9M
|
+$3.47M
|
+151,103
|
+28%
|
|
|
50
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$15.8M
|
-$621K
|
-27,078
|
-4%
|
|
