|
26
|
|
$35.7M
|
+$3.35M
|
+136,376
|
+11%
|
|
|
27
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$35.4M
|
-$3.55M
|
-144,408
|
-9%
|
|
|
28
|
Marcum Wealth
Cleveland,
Ohio
|
$35.4M
|
-$6.57M
|
-266,980
|
-16%
|
|
|
29
|
Klingenstein Fields & Co
New York
|
$34.2M
|
+$806K
|
+32,752
|
+2%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.5M
|
+$697K
|
+28,328
|
+2%
|
|
|
31
|
Tradewinds Capital Management
Bellingham,
Washington
|
$29.5M
|
+$17.2M
|
+699,616
|
+144%
|
|
|
32
|
Financial Advisors
Andover,
Massachusetts
|
$28.7M
|
+$2.45M
|
+99,768
|
+9%
|
|
|
33
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$28.7M
|
-$3.84M
|
-156,204
|
-12%
|
|
|
34
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$27.6M
|
-$752K
|
-30,564
|
-3%
|
|
|
35
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$24.2M
|
-$1.22M
|
-49,724
|
-5%
|
|
|
36
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$22.4M
|
-$2.52M
|
-102,424
|
-10%
|
|
|
37
|
HoyleCohen
San Diego,
California
|
$21.2M
|
+$19.9M
|
+810,516
|
+2,071%
|
|
|
38
|
Moneywise Inc
Forest,
Virginia
|
$20.7M
|
-$584K
|
-23,740
|
-3%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$20.6M
|
+$2.07M
|
+83,968
|
+11%
|
|
|
40
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$20.6M
|
-$1.2M
|
-48,732
|
-6%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$19.8M
|
+$1.2M
|
+48,672
|
+7%
|
|
|
42
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.7M
|
-$98.6K
|
-4,008
|
-0.5%
|
|
|
43
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$19.2M
|
-$1.52M
|
-61,844
|
-7%
|
|
|
44
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$18.7M
|
+$942K
|
+38,316
|
+5%
|
|
|
45
|
Strategic Financial Planning
Plano,
Texas
|
$17.4M
|
+$1.08M
|
+43,824
|
+7%
|
|
|
46
|
55I LLC
Boston,
Massachusetts
|
$17.3M
|
+$17.1M
|
+695,916
|
New
|
|
|
47
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$17M
|
-$475K
|
-19,324
|
-3%
|
|
|
48
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$16.2M
|
-$34.1K
|
-1,388
|
-0.2%
|
|
|
49
|
Savant Capital
Rockford,
Illinois
|
$16.1M
|
+$27K
|
+1,096
|
+0.2%
|
|
|
50
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$16M
|
-$90.8K
|
-3,692
|
-0.6%
|
|
