|
26
|
Choreo LLC
Rockford,
Illinois
|
$63.8M
|
-$8.42M
|
-220,750
|
-12%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$62.3M
|
+$18M
|
+471,420
|
+42%
|
|
|
28
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$59.5M
|
+$2.71M
|
+71,101
|
+5%
|
|
|
29
|
TCI Wealth Advisors
Tucson,
Arizona
|
$56M
|
+$1.94M
|
+50,855
|
+4%
|
|
|
30
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$55.8M
|
+$1.58M
|
+41,299
|
+3%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54.6M
|
+$11M
|
+288,925
|
+26%
|
|
|
32
|
Dixon Fnancial Services
Lafayette,
California
|
$53.1M
|
-$1.44M
|
-37,846
|
-3%
|
|
|
33
|
Evanson Asset Management
Carmel,
California
|
$49.3M
|
-$928K
|
-24,327
|
-2%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47.4M
|
+$8.01M
|
+210,015
|
+21%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$47.3M
|
+$45.8M
|
+1,201,317
|
New
|
|
|
36
|
Falcon Wealth Planning
Ontario,
California
|
$47.3M
|
+$1.46M
|
+38,327
|
+3%
|
|
|
37
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$46.8M
|
+$588K
|
+15,415
|
+1%
|
|
|
38
|
Apella Capital
West Hartford,
Connecticut
|
$45.7M
|
-$1.11M
|
-29,182
|
-2%
|
|
|
39
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$43.6M
|
-$2.87M
|
-75,294
|
-6%
|
|
|
40
|
True Link Financial Advisors
San Francisco,
California
|
$43.2M
|
+$1.18M
|
+31,006
|
+3%
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$38.4M
|
+$16.8M
|
+440,452
|
+82%
|
|
|
42
|
Planning Center Inc
Moline,
Illinois
|
$34M
|
-$877K
|
-22,993
|
-3%
|
|
|
43
|
Strategic Financial Services
Utica,
New York
|
$33.7M
|
+$356K
|
+9,334
|
+1%
|
|
|
44
|
Total Wealth Planning
Cincinnati,
Ohio
|
$33M
|
+$1.3M
|
+34,128
|
+4%
|
|
|
45
|
KEB Asset Management
Springfield,
Illinois
|
$31.9M
|
+$569K
|
+14,909
|
+2%
|
|
|
46
|
Verus Financial Partners
Richmond,
Virginia
|
$31.8M
|
+$795K
|
+20,845
|
+3%
|
|
|
47
|
Schoolcraft Capital
Boulder,
Colorado
|
$30.2M
|
-$387K
|
-10,131
|
-1%
|
|
|
48
|
Wealth Architects
Mountain View,
California
|
$29.7M
|
+$468K
|
+12,264
|
+2%
|
|
|
49
|
Willow Creek Wealth Management
Sebastopol,
California
|
$29.3M
|
-$80.7K
|
-2,115
|
-0.3%
|
|
|
50
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$28.8M
|
-$3.35M
|
-87,768
|
-11%
|
|
