|
26
|
Foster & Motley
Cincinnati,
Ohio
|
$31.5M
|
-$385K
|
-7,162
|
-1%
|
|
|
27
|
Atwood & Palmer
Kansas City,
Missouri
|
$27.7M
|
+$376K
|
+6,995
|
+1%
|
|
|
28
|
Tarbox Family Office
Newport Beach,
California
|
$27.2M
|
+$12.3M
|
+228,518
|
+90%
|
|
|
29
|
Truepoint Inc
Cincinnati,
Ohio
|
$26.9M
|
+$1.69M
|
+31,428
|
+7%
|
|
|
30
|
|
$26.8M
|
+$1.66M
|
+30,909
|
+7%
|
|
|
31
|
HUB Investment Partners
Austin,
Texas
|
$25.9M
|
+$2.59M
|
+48,202
|
+12%
|
|
|
32
|
Symmetry Partners
Glastonbury,
Connecticut
|
$25.6M
|
-$3.71M
|
-68,942
|
-13%
|
|
|
33
|
Waddell & Associates
Memphis,
Tennessee
|
$25.6M
|
+$24.4M
|
+454,293
|
New
|
|
|
34
|
Waypoint Wealth Partners
Mill Valley,
California
|
$24.9M
|
+$883K
|
+16,421
|
+4%
|
|
|
35
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$24.6M
|
-$1.05M
|
-19,457
|
-4%
|
|
|
36
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$23.9M
|
+$22.8M
|
+423,048
|
New
|
|
|
37
|
|
$23.7M
|
+$17.4M
|
+324,293
|
+339%
|
|
|
38
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$23.4M
|
+$1.75M
|
+32,473
|
+9%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$23.1M
|
+$2.45M
|
+45,545
|
+12%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23M
|
+$1.9M
|
+35,231
|
+9%
|
|
|
41
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$22.5M
|
+$2.65M
|
+49,317
|
+14%
|
|
|
42
|
West Paces Advisors
Atlanta,
Georgia
|
$22.3M
|
+$9.97M
|
+185,257
|
+88%
|
|
|
43
|
Old Mission Capital
Chicago,
Illinois
|
$22.1M
|
+$13.7M
|
+253,905
|
+185%
|
|
|
44
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$21M
|
+$20M
|
+372,016
|
New
|
|
|
45
|
Versant Capital Management
Phoenix,
Arizona
|
$19.9M
|
+$373K
|
+6,932
|
+2%
|
|
|
46
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$19.1M
|
+$218K
|
+4,050
|
+1%
|
|
|
47
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$18.8M
|
+$717K
|
+13,335
|
+4%
|
|
|
48
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$18.2M
|
+$2.19M
|
+40,632
|
+14%
|
|
|
49
|
Carlson Capital Management
Northfield,
Minnesota
|
$18M
|
-$614K
|
-11,415
|
-3%
|
|
|
50
|
PrairieView Partners
St. Paul,
Minnesota
|
$17.8M
|
+$193K
|
+3,587
|
+1%
|
|
