|
26
|
Avantax Planning Partners
Dubuque,
Iowa
|
$83.1M
|
+$1.16M
|
+11,684
|
+1%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82.3M
|
+$11.1M
|
+112,045
|
+15%
|
|
|
28
|
Plancorp LLC
Saint Louis,
Missouri
|
$81.2M
|
+$315K
|
+3,168
|
+0.4%
|
|
|
29
|
TCI Wealth Advisors
Tucson,
Arizona
|
$77.5M
|
+$498K
|
+5,008
|
+0.6%
|
|
|
30
|
Carlson Capital Management
Northfield,
Minnesota
|
$75.4M
|
+$592K
|
+5,955
|
+0.8%
|
|
|
31
|
WMS Partners
Towson,
Maryland
|
$71.1M
|
+$677K
|
+6,811
|
+0.9%
|
|
|
32
|
Alesco Advisors
Pittsford,
New York
|
$69M
|
+$22K
|
+221
|
+0%
|
|
|
33
|
Oxford Financial Group
Carmel,
Indiana
|
$66.9M
|
-$2.31M
|
-23,205
|
-3%
|
|
|
34
|
American Century Companies
Kansas City,
Missouri
|
$66.9M
|
+$3.3M
|
+33,217
|
+5%
|
|
|
35
|
Parcion Private Wealth
Bellevue,
Washington
|
$66.1M
|
+$9.94K
|
+100
|
+0%
|
|
|
36
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$65.9M
|
+$1.23M
|
+12,336
|
+2%
|
|
|
37
|
Satovsky Asset Management
New York
|
$59.3M
|
-$748K
|
-7,525
|
-1%
|
|
|
38
|
Foster Group
West Des Moines,
Iowa
|
$58.6M
|
-$1.81M
|
-18,233
|
-3%
|
|
|
39
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$54.2M
|
-$460K
|
-4,635
|
-0.8%
|
|
|
40
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$53.6M
|
+$1.33M
|
+13,367
|
+2%
|
|
|
41
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$52.8M
|
+$3.17M
|
+31,864
|
+6%
|
|
|
42
|
Comerica Bank
Dallas,
Texas
|
$52.2M
|
-$874K
|
-8,794
|
-2%
|
|
|
43
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$51M
|
+$781K
|
+7,858
|
+2%
|
|
|
44
|
TruWealth Advisors
Metairie,
Louisiana
|
$50.6M
|
+$11.1M
|
+111,344
|
+27%
|
|
|
45
|
PDS Planning
Dublin,
Ohio
|
$50.6M
|
+$1.48M
|
+14,867
|
+3%
|
|
|
46
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$46.1M
|
-$9.64K
|
-97
|
-0%
|
|
|
47
|
Meredith Wealth Planning
Maryville,
Illinois
|
$45.4M
|
+$1.28M
|
+12,893
|
+3%
|
|
|
48
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$44.7M
|
+$519K
|
+5,224
|
+1%
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$44.1M
|
+$7.23M
|
+72,805
|
+19%
|
|
|
50
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$40.6M
|
+$1.85M
|
+18,594
|
+5%
|
|
