|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
-$467K
|
-5,194
|
-2%
|
|
|
27
|
Convergence Financial
Columbia,
Missouri
|
$19.2M
|
-$46.5K
|
-518
|
-0.2%
|
|
|
28
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$19M
|
+$274K
|
+3,049
|
+1%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.9M
|
-$14.6M
|
-162,170
|
-44%
|
|
|
30
|
First National Trust
Hermitage,
Pennsylvania
|
$18.9M
|
+$213K
|
+2,366
|
+1%
|
|
|
31
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$17.9M
|
+$796K
|
+8,858
|
+5%
|
|
|
32
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$17.2M
|
+$485K
|
+5,397
|
+3%
|
|
|
33
|
Avantax Planning Partners
Dubuque,
Iowa
|
$17.1M
|
-$741K
|
-8,249
|
-4%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17M
|
-$910K
|
-10,131
|
-5%
|
|
|
35
|
One Day In July LLC
Burlington,
Vermont
|
$16.8M
|
+$1.62M
|
+17,993
|
+11%
|
|
|
36
|
Financial Strategies Group
Okemos,
Michigan
|
$16.6M
|
+$305K
|
+3,397
|
+2%
|
|
|
37
|
Key Financial Inc
West Chester,
Pennsylvania
|
$16.5M
|
-$563K
|
-6,268
|
-3%
|
|
|
38
|
GHP Investment Advisors
Denver,
Colorado
|
$16.4M
|
+$114K
|
+1,267
|
+0.7%
|
|
|
39
|
FAS Wealth Partners
Leawood,
Kansas
|
$15.9M
|
+$495K
|
+5,504
|
+3%
|
|
|
40
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$14.6M
|
-$1.19M
|
-13,277
|
-8%
|
|
|
41
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$14.6M
|
+$141K
|
+1,570
|
+1%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
-$1.95M
|
-21,733
|
-13%
|
|
|
43
|
Lutz Financial Services
Omaha,
Nebraska
|
$13M
|
-$85.2K
|
-948
|
-0.7%
|
|
|
44
|
Optimist Retirement Group
Bellevue,
Washington
|
$12.9M
|
+$12.2K
|
+136
|
+0.1%
|
|
|
45
|
Balanced Wealth Group
Westlake,
Ohio
|
$11.6M
|
+$332K
|
+3,694
|
+3%
|
|
|
46
|
Sentinus LLC
Oak Brook,
Illinois
|
$11.5M
|
+$11.4M
|
+126,913
|
New
|
|
|
47
|
BIP Wealth
Atlanta,
Georgia
|
$11.5M
|
-$473K
|
-5,265
|
-4%
|
|
|
48
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$11.4M
|
+$129K
|
+1,431
|
+1%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.1M
|
+$189K
|
+2,107
|
+2%
|
|
|
50
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$11.1M
|
+$469K
|
+5,223
|
+4%
|
|
