|
26
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$21.9M
|
+$3.8M
|
+71,495
|
+21%
|
|
|
27
|
HUB Investment Partners
Austin,
Texas
|
$20.4M
|
+$20.2M
|
+379,699
|
New
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$15.1M
|
+283,125
|
+493%
|
|
|
29
|
Versant Capital Management
Phoenix,
Arizona
|
$18.3M
|
+$353K
|
+6,638
|
+2%
|
|
|
30
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$18.1M
|
-$2.06M
|
-38,799
|
-10%
|
|
|
31
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$17.7M
|
+$1.17M
|
+22,050
|
+7%
|
|
|
32
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$17.7M
|
+$16.8M
|
+315,339
|
+2,476%
|
|
|
33
|
Carlson Capital Management
Northfield,
Minnesota
|
$17.5M
|
+$685K
|
+12,871
|
+4%
|
|
|
34
|
Atwood & Palmer
Kansas City,
Missouri
|
$16.9M
|
+$2.36M
|
+44,303
|
+16%
|
|
|
35
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$16.6M
|
+$705K
|
+13,255
|
+4%
|
|
|
36
|
High Probability Advisors
Pittsford,
New York
|
$16.3M
|
+$800K
|
+15,034
|
+5%
|
|
|
37
|
PrairieView Partners
St. Paul,
Minnesota
|
$16.3M
|
+$734K
|
+13,800
|
+5%
|
|
|
38
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$16M
|
+$10.3M
|
+193,095
|
+186%
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.9M
|
+$4M
|
+75,257
|
+34%
|
|
|
40
|
TCI Wealth Advisors
Tucson,
Arizona
|
$15.9M
|
-$167K
|
-3,134
|
-1%
|
|
|
41
|
Quantum Financial Advisors
El Segundo,
California
|
$13.1M
|
+$414K
|
+7,789
|
+3%
|
|
|
42
|
WJ Interests
Sugar Land,
Texas
|
$13.1M
|
-$143K
|
-2,690
|
-1%
|
|
|
43
|
CGN Advisors
Manhattan,
Kansas
|
$12.9M
|
+$1.82M
|
+34,290
|
+17%
|
|
|
44
|
Concord Wealth Partners
Abingdon,
Virginia
|
$12.8M
|
+$3.97M
|
+74,686
|
+46%
|
|
|
45
|
Bank of America
Charlotte,
North Carolina
|
$12.6M
|
+$2.17M
|
+40,783
|
+21%
|
|
|
46
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12.3M
|
+$5.05M
|
+95,041
|
+71%
|
|
|
47
|
Waverly Advisors
Birmingham,
Alabama
|
$12M
|
-$248K
|
-4,660
|
-2%
|
|
|
48
|
Venturi Wealth Management
Austin,
Texas
|
$11.7M
|
+$4.45M
|
+83,584
|
+62%
|
|
|
49
|
Destiny Wealth Partners
Tavares,
Florida
|
$11.5M
|
+$11.1M
|
+209,507
|
New
|
|
|
50
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$11.3M
|
+$1.49M
|
+28,098
|
+15%
|
|
