|
26
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$17.7M
|
+$441K
|
+5,398
|
+3%
|
|
|
27
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$16.9M
|
-$47.7K
|
-583
|
-0.3%
|
|
|
28
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$16.3M
|
-$413K
|
-5,057
|
-3%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$13.2M
|
-$1.04M
|
-12,741
|
-8%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
+$138K
|
+1,693
|
+1%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$12.9M
|
+$268K
|
+3,279
|
+2%
|
|
|
32
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$12.2M
|
-$210K
|
-2,573
|
-2%
|
|
|
33
|
KWB Wealth
Redlands,
California
|
$12.1M
|
-$555K
|
-6,786
|
-4%
|
|
|
34
|
Balanced Wealth Group
Westlake,
Ohio
|
$12.1M
|
+$1.32M
|
+16,123
|
+13%
|
|
|
35
|
SFG Wealth Management
Towson,
Maryland
|
$11.9M
|
+$469K
|
+5,731
|
+4%
|
|
|
36
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$11M
|
-$1.3M
|
-15,899
|
-11%
|
|
|
37
|
Signet Financial Management
Parsippany,
New Jersey
|
$10.5M
|
-$848K
|
-10,377
|
-8%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.75M
|
+$1.15M
|
+14,076
|
+14%
|
|
|
39
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$9.09M
|
+$445K
|
+5,442
|
+6%
|
|
|
40
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$8.99M
|
-$672K
|
-8,222
|
-7%
|
|
|
41
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.41M
|
-$744K
|
-9,106
|
-9%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$7.98M
|
-$37.9K
|
-464
|
-0.5%
|
|
|
43
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.42M
|
+$313K
|
+3,825
|
+5%
|
|
|
44
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$7.23M
|
-$4.71M
|
-57,618
|
-41%
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.16M
|
+$47.1K
|
+576
|
+0.7%
|
|
|
46
|
Michael S. Ryan Inc
Latham,
New York
|
$6.83M
|
+$2.46M
|
+30,133
|
+62%
|
|
|
47
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$6.62M
|
+$83.8K
|
+1,025
|
+1%
|
|
|
48
|
|
$6.45M
|
-$220M
|
-2,696,310
|
-97%
|
|
|
49
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$6.37M
|
+$187K
|
+2,285
|
+3%
|
|
|
50
|
WealthShield Partners
Cary,
North Carolina
|
$6.35M
|
+$179K
|
+2,189
|
+3%
|
|
