|
26
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$19.5M
|
+$330K
|
+3,590
|
+2%
|
|
|
27
|
Mariner
Overland Park,
Kansas
|
$19M
|
+$3.69M
|
+40,108
|
+24%
|
|
|
28
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$17.7M
|
-$91.3K
|
-993
|
-0.5%
|
|
|
29
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$16.8M
|
-$260K
|
-2,824
|
-2%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$14.9M
|
+$1.82M
|
+19,788
|
+14%
|
|
|
31
|
SFG Wealth Management
Towson,
Maryland
|
$14.8M
|
+$1.19M
|
+12,930
|
+9%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$14M
|
-$28.9M
|
-314,535
|
-68%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$14M
|
+$180K
|
+1,960
|
+1%
|
|
|
34
|
Balanced Wealth Group
Westlake,
Ohio
|
$12.9M
|
+$489K
|
+5,324
|
+4%
|
|
|
35
|
Confluence Investment Management
St. Louis,
Missouri
|
$12.1M
|
-$10M
|
-108,869
|
-45%
|
|
|
36
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$11.5M
|
-$613K
|
-6,669
|
-5%
|
|
|
37
|
Signet Financial Management
Parsippany,
New Jersey
|
$10.7M
|
-$164K
|
-1,780
|
-2%
|
|
|
38
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$10.6M
|
-$229K
|
-2,488
|
-2%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.5M
|
+$529K
|
+5,753
|
+5%
|
|
|
40
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$9.14M
|
-$245K
|
-2,670
|
-3%
|
|
|
41
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.59M
|
+$117K
|
+1,274
|
+1%
|
|
|
42
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.28M
|
+$7.25M
|
+78,864
|
+738%
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$8.15M
|
-$819K
|
-8,911
|
-9%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.09M
|
-$1.68M
|
-18,279
|
-17%
|
|
|
45
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$7.45M
|
+$261K
|
+2,838
|
+4%
|
|
|
46
|
Michael S. Ryan Inc
Latham,
New York
|
$7.37M
|
+$136K
|
+1,484
|
+2%
|
|
|
47
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.94M
|
+$276K
|
+3,004
|
+4%
|
|
|
48
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.91M
|
+$168K
|
+1,833
|
+3%
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.57M
|
+$2.56M
|
+27,898
|
+65%
|
|
|
50
|
WealthShield Partners
Cary,
North Carolina
|
$6.54M
|
-$121K
|
-1,316
|
-2%
|
|
