|
26
|
Circle Wealth Management
Summit,
New Jersey
|
$51.1M
|
+$533K
|
+30,786
|
+1%
|
|
|
27
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$50.2M
|
+$4.54M
|
+262,317
|
+10%
|
|
|
28
|
Socha Financial Group
Corning,
New York
|
$49.6M
|
+$2.41M
|
+139,182
|
+5%
|
|
|
29
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$48.7M
|
-$14.9K
|
-861
|
-0%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$47.8M
|
+$759K
|
+43,839
|
+2%
|
|
|
31
|
Accredited Investors
Edina,
Minnesota
|
$46.1M
|
-$394K
|
-22,755
|
-0.8%
|
|
|
32
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$45.7M
|
+$1.27M
|
+73,623
|
+3%
|
|
|
33
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$45.4M
|
+$2.89M
|
+166,740
|
+6%
|
|
|
34
|
North Star Asset Management
Neenah,
Wisconsin
|
$45.3M
|
+$254K
|
+14,661
|
+0.5%
|
|
|
35
|
|
$43.5M
|
+$5.75M
|
+332,469
|
+15%
|
|
|
36
|
Agilis Partners
Waltham,
Massachusetts
|
$42.3M
|
-$442K
|
-25,542
|
-1%
|
|
|
37
|
Brown Advisory
Baltimore,
Maryland
|
$41.5M
|
+$20.4K
|
+1,179
|
+0%
|
|
|
38
|
Caprock Group
Boise,
Idaho
|
$39.2M
|
+$118K
|
+6,792
|
+0.3%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
$39.1M
|
-$6.49M
|
-375,237
|
-14%
|
|
|
40
|
Manchester Financial
Westlake Village,
California
|
$39M
|
-$1.04M
|
-60,084
|
-2%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.4M
|
-$455K
|
-26,286
|
-1%
|
|
|
42
|
Members Advisory Group
Williamsville,
New York
|
$37.3M
|
+$409K
|
+23,655
|
+1%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$35.3M
|
+$10.9K
|
+630
|
+0%
|
|
|
44
|
MYeCFO
La Jolla,
California
|
$34.5M
|
+$2.03M
|
+117,399
|
+6%
|
|
|
45
|
Morningstar Investment Services
Chicago,
Illinois
|
$33.2M
|
+$2.23M
|
+129,105
|
+7%
|
|
|
46
|
SNS Financial Group
Minneapolis,
Minnesota
|
$32.2M
|
+$1.04M
|
+60,198
|
+3%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$30.9M
|
-$2.75M
|
-159,060
|
-8%
|
|
|
48
|
Savant Capital
Rockford,
Illinois
|
$29.5M
|
-$125K
|
-7,230
|
-0.4%
|
|
|
49
|
Focus Financial Network
Minneapolis,
Minnesota
|
$29.4M
|
-$745K
|
-43,035
|
-2%
|
|
|
50
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$29M
|
+$2.67M
|
+154,245
|
+10%
|
|
