|
26
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$29.7M
|
+$1.32M
|
+56,023
|
+5%
|
|
|
27
|
KilterHowling LLC
Boulder,
Colorado
|
$29.4M
|
+$771K
|
+32,832
|
+3%
|
|
|
28
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$29.2M
|
+$26.2K
|
+1,117
|
+0.1%
|
|
|
29
|
NorthRock Partners
Minneapolis,
Minnesota
|
$27.7M
|
+$5.87M
|
+250,145
|
+27%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
+$1.05M
|
+44,721
|
+4%
|
|
|
31
|
Modern Wealth Management
Lenexa,
Kansas
|
$27.6M
|
+$613K
|
+26,094
|
+2%
|
|
|
32
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$26.9M
|
+$840K
|
+35,782
|
+3%
|
|
|
33
|
Theory Financial
Fort Collins,
Colorado
|
$26.7M
|
-$1.67M
|
-70,908
|
-6%
|
|
|
34
|
Plum Street Advisors
New Orleans,
Louisiana
|
$26.4M
|
+$3.26M
|
+138,845
|
+14%
|
|
|
35
|
Austin Private Wealth
Austin,
Texas
|
$26.1M
|
-$1.51M
|
-64,131
|
-5%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.2M
|
+$426K
|
+18,151
|
+2%
|
|
|
37
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$23.8M
|
-$1.06M
|
-45,091
|
-4%
|
|
|
38
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$23.8M
|
-$1.06M
|
-45,091
|
-4%
|
|
|
39
|
|
$23.2M
|
-$200K
|
-8,519
|
-0.9%
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$22.3M
|
+$12.3M
|
+523,300
|
+122%
|
|
|
41
|
Mercer Global Advisors
Denver,
Colorado
|
$22M
|
+$2.59M
|
+110,464
|
+13%
|
|
|
42
|
TSA Wealth Management
Houston,
Texas
|
$21.9M
|
+$358K
|
+15,253
|
+2%
|
|
|
43
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21.9M
|
-$1.6M
|
-68,168
|
-7%
|
|
|
44
|
Tenret Company
Tampa,
Florida
|
$21.4M
|
+$648K
|
+27,577
|
+3%
|
|
|
45
|
Vident Advisory
Alpharetta,
Georgia
|
$20.7M
|
-$9.13M
|
-388,876
|
-31%
|
|
|
46
|
Asset Allocation Strategies
Farmington,
Michigan
|
$20.6M
|
+$1.01M
|
+43,134
|
+5%
|
|
|
47
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$20.3M
|
+$2.15M
|
+91,465
|
+12%
|
|
|
48
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$20.2M
|
+$2.15M
|
+91,352
|
+12%
|
|
|
49
|
LPL Financial
San Diego,
California
|
$19.7M
|
-$479K
|
-20,413
|
-2%
|
|
|
50
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$19.6M
|
-$733K
|
-31,230
|
-4%
|
|
