|
26
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$19M
|
+$347K
|
+3,860
|
+2%
|
|
|
27
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$17.6M
|
-$190K
|
-2,114
|
-1%
|
|
|
28
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$16.9M
|
-$268K
|
-2,981
|
-2%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$15.1M
|
+$1.16M
|
+12,909
|
+8%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$13.7M
|
-$77.1K
|
-858
|
-0.6%
|
|
|
31
|
SFG Wealth Management
Towson,
Maryland
|
$13.5M
|
+$971K
|
+10,795
|
+8%
|
|
|
32
|
Corient Private Wealth
Miami,
Florida
|
$12.8M
|
-$769K
|
-8,555
|
-6%
|
|
|
33
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$12M
|
-$832K
|
-9,255
|
-7%
|
|
|
34
|
Balanced Wealth Group
Westlake,
Ohio
|
$11.8M
|
-$89.2K
|
-992
|
-0.7%
|
|
|
35
|
Signet Financial Management
Parsippany,
New Jersey
|
$10.8M
|
-$239K
|
-2,653
|
-2%
|
|
|
36
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$10.7M
|
-$824K
|
-9,169
|
-7%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.85M
|
+$5.48M
|
+60,989
|
+131%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.64M
|
-$667K
|
-7,418
|
-7%
|
|
|
39
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$9.3M
|
-$172K
|
-1,917
|
-2%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$8.89M
|
+$471K
|
+5,240
|
+6%
|
|
|
41
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.4M
|
-$458K
|
-5,094
|
-5%
|
|
|
42
|
Michael S. Ryan Inc
Latham,
New York
|
$7.16M
|
-$31.5K
|
-350
|
-0.4%
|
|
|
43
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$7.12M
|
+$283K
|
+3,147
|
+4%
|
|
|
44
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.07M
|
-$734K
|
-8,160
|
-10%
|
|
|
45
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$6.98M
|
+$236K
|
+2,627
|
+4%
|
|
|
46
|
WealthShield Partners
Cary,
North Carolina
|
$6.6M
|
-$95.8K
|
-1,066
|
-1%
|
|
|
47
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.6M
|
+$264K
|
+2,942
|
+4%
|
|
|
48
|
Pathstone Holdings
Englewood,
New Jersey
|
$6.5M
|
+$122K
|
+1,356
|
+2%
|
|
|
49
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$6.38M
|
-$167K
|
-1,859
|
-3%
|
|
|
50
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.35M
|
+$533K
|
+5,933
|
+9%
|
|
