|
51
|
Wells Fargo
San Francisco,
California
|
$53.2M
|
+$17M
|
+321,032
|
+47%
|
|
|
52
|
Verus Financial Partners
Richmond,
Virginia
|
$46.8M
|
-$264K
|
-4,982
|
-0.6%
|
|
|
53
|
KEB Asset Management
Springfield,
Illinois
|
$46.8M
|
+$1.49M
|
+28,041
|
+3%
|
|
|
54
|
Root Financial Partners
Encinitas,
California
|
$46.1M
|
+$2.51M
|
+47,365
|
+6%
|
|
|
55
|
Mariner
Overland Park,
Kansas
|
$45M
|
+$4.6M
|
+86,721
|
+11%
|
|
|
56
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$44.7M
|
-$86.3K
|
-1,628
|
-0.2%
|
|
|
57
|
Strategic Financial Services
Utica,
New York
|
$44M
|
-$540K
|
-10,198
|
-1%
|
|
|
58
|
Eclectic Associates
Fullerton,
California
|
$41.8M
|
+$3.93M
|
+74,115
|
+10%
|
|
|
59
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$40.6M
|
+$3.83M
|
+72,273
|
+10%
|
|
|
60
|
Wealth Architects
Mountain View,
California
|
$38.3M
|
-$405K
|
-7,634
|
-1%
|
|
|
61
|
Premier Financial Group
Eureka,
California
|
$37.8M
|
-$221K
|
-4,163
|
-0.6%
|
|
|
62
|
Equitable Holdings
New York
|
$37.7M
|
+$8.45M
|
+159,412
|
+27%
|
|
|
63
|
TruWealth Advisors
Metairie,
Louisiana
|
$37.7M
|
+$18.7M
|
+353,535
|
+98%
|
|
|
64
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$37.2M
|
-$1.52M
|
-28,607
|
-4%
|
|
|
65
|
Vise Technologies
New York
|
$36.6M
|
–
|
–
|
–
|
|
|
66
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$36.4M
|
-$3.88M
|
-73,218
|
-10%
|
|
|
67
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$36.1M
|
-$255K
|
-4,809
|
-0.7%
|
|
|
68
|
Planning Center Inc
Moline,
Illinois
|
$35.6M
|
-$3.87M
|
-73,006
|
-10%
|
|
|
69
|
Hudock Inc
Williamsport,
Pennsylvania
|
$35M
|
+$8.83M
|
+166,557
|
+34%
|
|
|
70
|
Truist Financial
Charlotte,
North Carolina
|
$35M
|
-$162K
|
-3,053
|
-0.5%
|
|
|
71
|
Trinity Financial Advisors
Columbus,
Ohio
|
$34.9M
|
+$27.5K
|
+518
|
+0.1%
|
|
|
72
|
Landaas & Company
Milwaukee,
Wisconsin
|
$33.4M
|
+$8.38M
|
+158,224
|
+33%
|
|
|
73
|
Fiduciary Financial Group
San Rafael,
California
|
$32.1M
|
+$1.24M
|
+23,353
|
+4%
|
|
|
74
|
|
$31.5M
|
+$1.55M
|
+29,320
|
+5%
|
|
|
75
|
Tobias Financial Advisors
Plantation,
Florida
|
$31.5M
|
+$2.31M
|
+43,555
|
+8%
|
|
