|
51
|
Kraft Asset Management
Nashville,
Tennessee
|
$28.2M
|
-$294K
|
-6,280
|
-1%
|
|
|
52
|
FMFE Wealth Management
Syracuse,
New York
|
$27.9M
|
+$25M
|
+534,097
|
New
|
|
|
53
|
Choreo LLC
Rockford,
Illinois
|
$27.3M
|
-$1.83M
|
-39,118
|
-7%
|
|
|
54
|
Allworth Financial
Folsom,
California
|
$26.8M
|
-$637K
|
-13,627
|
-3%
|
|
|
55
|
AssetMark Inc
Concord,
California
|
$26.6M
|
+$418K
|
+8,939
|
+2%
|
|
|
56
|
|
$26.6M
|
+$283K
|
+6,048
|
+1%
|
|
|
57
|
EnRich Financial Partners
Madison,
Wisconsin
|
$25.5M
|
+$22.8M
|
+487,787
|
New
|
|
|
58
|
Meritas Wealth Management
Larkspur,
California
|
$24.9M
|
-$7.69M
|
-164,520
|
-26%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$24.8M
|
+$1.17M
|
+24,949
|
+6%
|
|
|
60
|
Foster Group
West Des Moines,
Iowa
|
$24.5M
|
–
|
–
|
–
|
|
|
61
|
Watchman Group
Plano,
Texas
|
$23.7M
|
+$170K
|
+3,626
|
+0.8%
|
|
|
62
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23M
|
-$6.08M
|
-130,039
|
-23%
|
|
|
63
|
Squire Investment Management Company
Orem,
Utah
|
$22.7M
|
+$20.3M
|
+434,586
|
New
|
|
|
64
|
Pathstone Holdings
Englewood,
New Jersey
|
$22.6M
|
+$20.2M
|
+432,666
|
New
|
|
|
65
|
TFO Wealth Partners
Maumee,
Ohio
|
$22.6M
|
-$383K
|
-8,190
|
-2%
|
|
|
66
|
Planning Center Inc
Moline,
Illinois
|
$22.4M
|
-$532K
|
-11,387
|
-3%
|
|
|
67
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$22.2M
|
+$2.69M
|
+57,613
|
+15%
|
|
|
68
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$22.1M
|
-$392K
|
-8,391
|
-2%
|
|
|
69
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$20.6M
|
+$496K
|
+10,616
|
+3%
|
|
|
70
|
Larson Financial Group
St Louis,
Missouri
|
$20.5M
|
+$257K
|
+5,507
|
+1%
|
|
|
71
|
WPWealth
Fort Worth,
Texas
|
$20.3M
|
+$2.33M
|
+49,862
|
+15%
|
|
|
72
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.1M
|
+$470K
|
+10,052
|
+3%
|
|
|
73
|
Tillman Hartley LLC
Denver,
Colorado
|
$18.7M
|
+$117K
|
+2,508
|
+0.7%
|
|
|
74
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$18.7M
|
+$880K
|
+18,828
|
+6%
|
|
|
75
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
+$3.93M
|
+83,976
|
+32%
|
|
