|
26
|
UBS Group
Zurich,
Switzerland
|
$80.6M
|
+$6.56M
|
+146,571
|
+9%
|
|
|
27
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$76.6M
|
+$3.45M
|
+77,190
|
+5%
|
|
|
28
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$76M
|
-$1.49M
|
-33,259
|
-2%
|
|
|
29
|
TCI Wealth Advisors
Tucson,
Arizona
|
$72.2M
|
+$3.12M
|
+69,733
|
+5%
|
|
|
30
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$71.1M
|
+$896K
|
+20,034
|
+1%
|
|
|
31
|
Jones Financial Companies
Des Peres,
Missouri
|
$63.2M
|
+$16.7M
|
+372,397
|
+37%
|
|
|
32
|
Evanson Asset Management
Carmel,
California
|
$62.6M
|
+$2.34M
|
+52,365
|
+4%
|
|
|
33
|
Choreo LLC
Rockford,
Illinois
|
$61.3M
|
-$8.31M
|
-185,710
|
-12%
|
|
|
34
|
Dixon Fnancial Services
Lafayette,
California
|
$61.1M
|
-$596K
|
-13,326
|
-1%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58.3M
|
+$4.41M
|
+98,522
|
+8%
|
|
|
36
|
Falcon Wealth Planning
Ontario,
California
|
$56.8M
|
+$2.6M
|
+58,111
|
+5%
|
|
|
37
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$55.7M
|
+$2.09M
|
+46,709
|
+4%
|
|
|
38
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$54.7M
|
+$79.2K
|
+1,770
|
+0.1%
|
|
|
39
|
Apella Capital
West Hartford,
Connecticut
|
$53.6M
|
-$1.89M
|
-42,193
|
-3%
|
|
|
40
|
True Link Financial Advisors
San Francisco,
California
|
$51.9M
|
+$1.26M
|
+28,078
|
+3%
|
|
|
41
|
Washington Trust Bank
Spokane,
Washington
|
$51M
|
+$18M
|
+402,399
|
+57%
|
|
|
42
|
MASECO Private Wealth
London,
|
$48.2M
|
-$779K
|
-17,407
|
-2%
|
|
|
43
|
Total Wealth Planning
Cincinnati,
Ohio
|
$40.6M
|
+$1.27M
|
+28,368
|
+3%
|
|
|
44
|
Strategic Financial Services
Utica,
New York
|
$39.2M
|
-$296K
|
-6,617
|
-0.8%
|
|
|
45
|
Verus Financial Partners
Richmond,
Virginia
|
$39M
|
-$411K
|
-9,187
|
-1%
|
|
|
46
|
KEB Asset Management
Springfield,
Illinois
|
$38.5M
|
+$367K
|
+8,195
|
+1%
|
|
|
47
|
Planning Center Inc
Moline,
Illinois
|
$37.9M
|
-$782K
|
-17,473
|
-2%
|
|
|
48
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$37.4M
|
+$7.08M
|
+158,304
|
+24%
|
|
|
49
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$36.8M
|
+$2.5M
|
+55,793
|
+8%
|
|
|
50
|
Root Financial Partners
Encinitas,
California
|
$36M
|
+$8.39M
|
+187,437
|
+32%
|
|
