|
26
|
Circle Wealth Management
Summit,
New Jersey
|
$52.5M
|
+$47.3K
|
+2,901
|
+0.1%
|
|
|
27
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$50.5M
|
-$413K
|
-25,356
|
-0.9%
|
|
|
28
|
Socha Financial Group
Corning,
New York
|
$49.1M
|
+$2.11M
|
+129,552
|
+5%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$48.8M
|
-$4.04M
|
-247,728
|
-8%
|
|
|
30
|
Accredited Investors
Edina,
Minnesota
|
$48.2M
|
+$1.82M
|
+111,501
|
+4%
|
|
|
31
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$47.5M
|
+$6.08M
|
+373,251
|
+16%
|
|
|
32
|
Mercer Global Advisors
Denver,
Colorado
|
$47M
|
-$2.41M
|
-147,990
|
-5%
|
|
|
33
|
North Star Asset Management
Neenah,
Wisconsin
|
$46.7M
|
+$1.22M
|
+74,544
|
+3%
|
|
|
34
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$46.1M
|
-$158K
|
-9,663
|
-0.4%
|
|
|
35
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$44.3M
|
-$923K
|
-56,628
|
-2%
|
|
|
36
|
Agilis Partners
Waltham,
Massachusetts
|
$44.3M
|
-$27K
|
-1,659
|
-0.1%
|
|
|
37
|
Brown Advisory
Baltimore,
Maryland
|
$43M
|
-$4.96M
|
-304,554
|
-11%
|
|
|
38
|
Manchester Financial
Westlake Village,
California
|
$41.5M
|
+$262K
|
+16,071
|
+0.7%
|
|
|
39
|
Caprock Group
Boise,
Idaho
|
$40.5M
|
-$767K
|
-47,070
|
-2%
|
|
|
40
|
|
$39.4M
|
+$2.85M
|
+174,726
|
+8%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.2M
|
-$1.98M
|
-121,506
|
-5%
|
|
|
42
|
Members Advisory Group
Williamsville,
New York
|
$38.3M
|
+$465K
|
+28,521
|
+1%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$36.6M
|
-$91.9K
|
-5,640
|
-0.3%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$34.8M
|
+$802K
|
+49,170
|
+2%
|
|
|
45
|
MYeCFO
La Jolla,
California
|
$33.7M
|
-$1.02M
|
-62,748
|
-3%
|
|
|
46
|
SNS Financial Group
Minneapolis,
Minnesota
|
$32.4M
|
-$484K
|
-29,682
|
-2%
|
|
|
47
|
Morningstar Investment Services
Chicago,
Illinois
|
$31.8M
|
+$2.45M
|
+150,498
|
+9%
|
|
|
48
|
Focus Financial Network
Minneapolis,
Minnesota
|
$31.2M
|
+$966K
|
+59,289
|
+3%
|
|
|
49
|
Savant Capital
Rockford,
Illinois
|
$30.7M
|
+$16.9M
|
+1,038,105
|
+140%
|
|
|
50
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$29.8M
|
+$67.5K
|
+4,143
|
+0.2%
|
|
