|
26
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$29.3M
|
+$1.22M
|
+23,348
|
+5%
|
|
|
27
|
Choreo LLC
Rockford,
Illinois
|
$27.6M
|
-$763K
|
-14,634
|
-3%
|
|
|
28
|
Heritage Investment Group
Pompano Beach,
Florida
|
$27.5M
|
-$302K
|
-5,793
|
-1%
|
|
|
29
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$27.1M
|
+$912K
|
+17,481
|
+4%
|
|
|
30
|
Austin Asset Management
Austin,
Texas
|
$25.7M
|
+$2.19M
|
+41,923
|
+10%
|
|
|
31
|
Sequoia Financial Advisors
Akron,
Ohio
|
$24M
|
+$111K
|
+2,125
|
+0.5%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$23.9M
|
+$1.86M
|
+35,674
|
+9%
|
|
|
33
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$20.7M
|
+$2.01M
|
+38,466
|
+12%
|
|
|
34
|
Modera Wealth Management
Westwood,
New Jersey
|
$20.7M
|
+$620K
|
+11,887
|
+3%
|
|
|
35
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$20.1M
|
+$3.03M
|
+58,141
|
+19%
|
|
|
36
|
Tillman Hartley LLC
Denver,
Colorado
|
$17.8M
|
+$282K
|
+5,412
|
+2%
|
|
|
37
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$17.4M
|
+$2.7M
|
+51,824
|
+20%
|
|
|
38
|
Planning Center Inc
Moline,
Illinois
|
$17M
|
+$512K
|
+9,815
|
+3%
|
|
|
39
|
First National Trust
Hermitage,
Pennsylvania
|
$16.6M
|
+$15.8M
|
+303,676
|
New
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.4M
|
+$2.42M
|
+46,399
|
+18%
|
|
|
41
|
Empirical Wealth Management
Seattle,
Washington
|
$16.4M
|
+$475K
|
+9,106
|
+3%
|
|
|
42
|
McLean Asset Management
Tysons,
Virginia
|
$16.2M
|
+$89.4K
|
+1,714
|
+0.6%
|
|
|
43
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$15.7M
|
+$1.28M
|
+24,509
|
+9%
|
|
|
44
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$15.6M
|
-$119K
|
-2,280
|
-0.8%
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$2.23M
|
-42,727
|
-13%
|
|
|
46
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$14.9M
|
+$80.3K
|
+1,540
|
+0.6%
|
|
|
47
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$14.9M
|
-$13.5K
|
-259
|
-0.1%
|
|
|
48
|
Builder Investment Group
Atlanta,
Georgia
|
$14.8M
|
+$276K
|
+5,287
|
+2%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$14.8M
|
+$2.86M
|
+54,783
|
+25%
|
|
|
50
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.8M
|
+$638K
|
+12,237
|
+5%
|
|
