|
26
|
Bank of America
Charlotte,
North Carolina
|
$20.3M
|
+$5.92M
|
+69,391
|
+43%
|
|
|
27
|
Convergence Financial
Columbia,
Missouri
|
$19.9M
|
+$1.62M
|
+19,011
|
+9%
|
|
|
28
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$19.6M
|
-$5.36M
|
-62,773
|
-22%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$18M
|
-$1.69M
|
-19,845
|
-9%
|
|
|
30
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$16.8M
|
-$151K
|
-1,770
|
-0.9%
|
|
|
31
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$16.5M
|
+$1.36M
|
+15,973
|
+9%
|
|
|
32
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$14.6M
|
+$14.2M
|
+166,164
|
New
|
|
|
33
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$14.4M
|
-$4.31M
|
-50,454
|
-24%
|
|
|
34
|
KWB Wealth
Redlands,
California
|
$14.4M
|
+$404K
|
+4,728
|
+3%
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$13.9M
|
+$584K
|
+6,845
|
+5%
|
|
|
36
|
Signet Financial Management
Parsippany,
New Jersey
|
$13.4M
|
-$69.8K
|
-818
|
-0.5%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$12.9M
|
+$399K
|
+4,668
|
+3%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.4M
|
-$7.44M
|
-87,137
|
-40%
|
|
|
39
|
ETFidea
Syracuse,
New York
|
$11.2M
|
–
|
–
|
–
|
|
|
40
|
Axiom Advisory
San Diego,
California
|
$11.1M
|
+$201K
|
+2,359
|
+2%
|
|
|
41
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$11M
|
+$10.7M
|
+125,486
|
New
|
|
|
42
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$10.4M
|
-$720K
|
-8,428
|
-7%
|
|
|
43
|
Balanced Wealth Group
Westlake,
Ohio
|
$9.97M
|
-$9.61M
|
-112,514
|
-50%
|
|
|
44
|
SFG Wealth Management
Towson,
Maryland
|
$9.93M
|
+$453K
|
+5,310
|
+5%
|
|
|
45
|
ERn Financial LLC
Middleton,
Wisconsin
|
$9.46M
|
+$443K
|
+5,192
|
+5%
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.3M
|
+$130K
|
+1,521
|
+1%
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.26M
|
+$1.68M
|
+19,695
|
+23%
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$8.51M
|
+$1.79M
|
+21,000
|
+28%
|
|
|
49
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$8.1M
|
+$7.88M
|
+92,340
|
New
|
|
|
50
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.98M
|
-$475K
|
-5,568
|
-6%
|
|
