|
26
|
Waypoint Wealth Partners
Mill Valley,
California
|
$22.4M
|
+$558K
|
+10,264
|
+2%
|
|
|
27
|
HUB Investment Partners
Austin,
Texas
|
$21.7M
|
+$1.74M
|
+31,979
|
+8%
|
|
|
28
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$20.1M
|
+$2.91M
|
+53,617
|
+16%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.7M
|
+$4.22M
|
+77,586
|
+26%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$19.3M
|
+$1.32M
|
+24,295
|
+7%
|
|
|
31
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$18.5M
|
+$2.9M
|
+53,389
|
+18%
|
|
|
32
|
Versant Capital Management
Phoenix,
Arizona
|
$18.2M
|
+$331K
|
+6,098
|
+2%
|
|
|
33
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$18M
|
+$269K
|
+4,959
|
+1%
|
|
|
34
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$17.7M
|
+$312K
|
+5,747
|
+2%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$17.5M
|
+$10.4M
|
+191,767
|
+137%
|
|
|
36
|
Carlson Capital Management
Northfield,
Minnesota
|
$17.5M
|
+$356K
|
+6,549
|
+2%
|
|
|
37
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$16.9M
|
+$623K
|
+11,459
|
+4%
|
|
|
38
|
High Probability Advisors
Pittsford,
New York
|
$16.5M
|
+$523K
|
+9,624
|
+3%
|
|
|
39
|
PrairieView Partners
St. Paul,
Minnesota
|
$16.5M
|
+$550K
|
+10,125
|
+3%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.7M
|
+$11.4M
|
+208,986
|
+235%
|
|
|
41
|
TCI Wealth Advisors
Tucson,
Arizona
|
$15.6M
|
+$22.5K
|
+414
|
+0.1%
|
|
|
42
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$14.9M
|
+$7.8M
|
+143,630
|
+104%
|
|
|
43
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$13.7M
|
+$2.74M
|
+50,444
|
+24%
|
|
|
44
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$13.6M
|
+$1.56M
|
+28,734
|
+13%
|
|
|
45
|
CGN Advisors
Manhattan,
Kansas
|
$13.5M
|
+$873K
|
+16,074
|
+7%
|
|
|
46
|
Bank of America
Charlotte,
North Carolina
|
$13.5M
|
+$1.13M
|
+20,732
|
+9%
|
|
|
47
|
Tarbox Family Office
Newport Beach,
California
|
$13.4M
|
+$9.98M
|
+183,603
|
+263%
|
|
|
48
|
Concord Wealth Partners
Abingdon,
Virginia
|
$12.9M
|
+$396K
|
+7,281
|
+3%
|
|
|
49
|
Quantum Financial Advisors
El Segundo,
California
|
$12.8M
|
-$4.95K
|
-91
|
-0%
|
|
|
50
|
Cannon Financial Strategists
Athens,
Georgia
|
$12.6M
|
+$5.84M
|
+107,453
|
+82%
|
|
