|
51
|
Washington Trust Bank
Spokane,
Washington
|
$57.2M
|
-$1.06M
|
-19,368
|
-2%
|
|
|
52
|
MASECO Private Wealth
London,
|
$54.2M
|
-$769K
|
-13,995
|
-1%
|
|
|
53
|
KEB Asset Management
Springfield,
Illinois
|
$51.3M
|
+$3.49M
|
+63,578
|
+7%
|
|
|
54
|
Waverly Advisors
Birmingham,
Alabama
|
$50.8M
|
+$40.7M
|
+741,154
|
+371%
|
|
|
55
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$49.8M
|
+$2.61M
|
+47,500
|
+5%
|
|
|
56
|
Mariner
Overland Park,
Kansas
|
$47.2M
|
+$1.18M
|
+21,392
|
+3%
|
|
|
57
|
Verus Financial Partners
Richmond,
Virginia
|
$46.5M
|
+$784K
|
+14,261
|
+2%
|
|
|
58
|
Equitable Holdings
New York
|
$46.4M
|
+$5.64M
|
+102,673
|
+14%
|
|
|
59
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$45.3M
|
+$3.89M
|
+70,757
|
+9%
|
|
|
60
|
Eclectic Associates
Fullerton,
California
|
$44.7M
|
+$2M
|
+36,410
|
+5%
|
|
|
61
|
Strategic Financial Services
Utica,
New York
|
$44.3M
|
-$740K
|
-13,457
|
-2%
|
|
|
62
|
Landaas & Company
Milwaukee,
Wisconsin
|
$40.8M
|
+$6.82M
|
+124,026
|
+20%
|
|
|
63
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$39.4M
|
+$2.22M
|
+40,338
|
+6%
|
|
|
64
|
Wealth Architects
Mountain View,
California
|
$38.2M
|
-$1.03M
|
-18,793
|
-3%
|
|
|
65
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$38M
|
-$30.4K
|
-553
|
-0.1%
|
|
|
66
|
Fiduciary Financial Group
San Rafael,
California
|
$36.8M
|
+$4.1M
|
+74,518
|
+12%
|
|
|
67
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$36.5M
|
-$516K
|
-9,395
|
-1%
|
|
|
68
|
Hudock Inc
Williamsport,
Pennsylvania
|
$36.4M
|
+$561K
|
+10,203
|
+2%
|
|
|
69
|
Planning Center Inc
Moline,
Illinois
|
$36.4M
|
-$41.4K
|
-753
|
-0.1%
|
|
|
70
|
Trinity Financial Advisors
Columbus,
Ohio
|
$36.1M
|
+$343K
|
+6,234
|
+0.9%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$36.1M
|
+$275K
|
+5,003
|
+0.8%
|
|
|
72
|
|
$35.6M
|
+$3.46M
|
+62,941
|
+11%
|
|
|
73
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$33.3M
|
+$2.86M
|
+52,050
|
+9%
|
|
|
74
|
Tobias Financial Advisors
Plantation,
Florida
|
$33M
|
+$807K
|
+14,684
|
+2%
|
|
|
75
|
Three Arch Wealth Management
Irvine,
California
|
$32.6M
|
+$956K
|
+17,403
|
+3%
|
|
