|
26
|
Blue Trust Inc
Alpharetta,
Georgia
|
$35.2M
|
-$825K
|
-35,260
|
-2%
|
|
|
27
|
Financial Life Advisors
San Antonio,
Texas
|
$34.8M
|
+$534K
|
+22,821
|
+2%
|
|
|
28
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$33.1M
|
+$745K
|
+31,838
|
+2%
|
|
|
29
|
KilterHowling LLC
Boulder,
Colorado
|
$31.2M
|
+$2.05M
|
+87,706
|
+7%
|
|
|
30
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$30.8M
|
+$1.75M
|
+74,723
|
+6%
|
|
|
31
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$30.1M
|
+$555K
|
+23,715
|
+2%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$29M
|
+$1.56M
|
+66,647
|
+6%
|
|
|
33
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$28.7M
|
+$1.96M
|
+83,583
|
+7%
|
|
|
34
|
Modern Wealth Management
Lenexa,
Kansas
|
$28.3M
|
+$951K
|
+40,655
|
+3%
|
|
|
35
|
NorthRock Partners
Minneapolis,
Minnesota
|
$28.1M
|
+$544K
|
+23,243
|
+2%
|
|
|
36
|
Plum Street Advisors
New Orleans,
Louisiana
|
$27.8M
|
+$1.58M
|
+67,462
|
+6%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.1M
|
+$2.1M
|
+89,893
|
+8%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$25.4M
|
+$5.9M
|
+252,137
|
+30%
|
|
|
39
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$24.7M
|
+$4.64M
|
+198,085
|
+23%
|
|
|
40
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$24.7M
|
+$4.59M
|
+196,231
|
+23%
|
|
|
41
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$23.6M
|
-$95.2K
|
-4,068
|
-0.4%
|
|
|
42
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$23.6M
|
-$95.2K
|
-4,068
|
-0.4%
|
|
|
43
|
Tenret Company
Tampa,
Florida
|
$22.9M
|
+$1.66M
|
+70,930
|
+8%
|
|
|
44
|
TSA Wealth Management
Houston,
Texas
|
$22.2M
|
+$450K
|
+19,237
|
+2%
|
|
|
45
|
Theory Financial
Fort Collins,
Colorado
|
$22M
|
-$4.51M
|
-192,859
|
-17%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$21.6M
|
-$569K
|
-24,306
|
-3%
|
|
|
47
|
Asset Allocation Strategies
Farmington,
Michigan
|
$21.4M
|
+$915K
|
+39,090
|
+4%
|
|
|
48
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21M
|
-$723K
|
-30,888
|
-3%
|
|
|
49
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$20.2M
|
+$739K
|
+31,592
|
+4%
|
|
|
50
|
One Wealth Advisors
San Francisco,
California
|
$19.8M
|
+$1.28M
|
+54,679
|
+7%
|
|
