|
26
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$45M
|
-$9.7M
|
-282,208
|
-17%
|
|
|
27
|
Freedom Investment Management
Hartford,
Connecticut
|
$44.9M
|
-$129K
|
-3,750
|
-0.3%
|
|
|
28
|
High Probability Advisors
Pittsford,
New York
|
$43.7M
|
+$2.15M
|
+62,616
|
+5%
|
|
|
29
|
Retirement Solution
Redmond,
Washington
|
$42.8M
|
+$21.1M
|
+615,356
|
+91%
|
|
|
30
|
Satovsky Asset Management
New York
|
$42.6M
|
-$175K
|
-5,084
|
-0.4%
|
|
|
31
|
Mariner
Overland Park,
Kansas
|
$40.5M
|
+$21M
|
+612,520
|
+100%
|
|
|
32
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$40.5M
|
-$225K
|
-6,541
|
-0.5%
|
|
|
33
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$39.5M
|
+$900K
|
+26,200
|
+2%
|
|
|
34
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$39M
|
-$1.02M
|
-29,647
|
-2%
|
|
|
35
|
Efficient Advisors
Mason,
Ohio
|
$38.4M
|
-$499K
|
-14,510
|
-1%
|
|
|
36
|
|
$38.2M
|
-$3.26M
|
-94,800
|
-8%
|
|
|
37
|
Catalyst Capital Advisors
Huntington,
New York
|
$37.5M
|
+$3.69M
|
+107,528
|
+10%
|
|
|
38
|
Millburn Ridgefield Corp
New York
|
$37.5M
|
+$3.69M
|
+107,528
|
+10%
|
|
|
39
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$37M
|
-$2.53M
|
-73,594
|
-6%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.3M
|
+$820K
|
+23,869
|
+2%
|
|
|
41
|
Clarius Group LLC
Seattle,
Washington
|
$35.2M
|
+$4.34M
|
+126,212
|
+13%
|
|
|
42
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$34.7M
|
+$4.05M
|
+117,743
|
+13%
|
|
|
43
|
Wealthstream Advisors
New York
|
$34.2M
|
+$1.21M
|
+35,237
|
+4%
|
|
|
44
|
Sequoia Financial Advisors
Akron,
Ohio
|
$34M
|
+$2M
|
+58,099
|
+6%
|
|
|
45
|
TCI Wealth Advisors
Tucson,
Arizona
|
$33.5M
|
+$10M
|
+292,348
|
+41%
|
|
|
46
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$33.1M
|
+$841K
|
+24,482
|
+2%
|
|
|
47
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$32.7M
|
+$4.91M
|
+143,046
|
+17%
|
|
|
48
|
Bank of America
Charlotte,
North Carolina
|
$32.5M
|
-$1.22M
|
-35,480
|
-3%
|
|
|
49
|
Burton Enright Welch
Walnut Creek,
California
|
$32.2M
|
+$1.14M
|
+33,091
|
+4%
|
|
|
50
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$30.9M
|
–
|
–
|
–
|
|
