|
51
|
WBH Advisory
Baltimore,
Maryland
|
$22.9M
|
-$203K
|
-14,244
|
-1%
|
|
|
52
|
Cobblestone Capital Advisors
Rochester,
New York
|
$22.6M
|
-$1.23M
|
-86,514
|
-5%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$22.4M
|
+$1.84M
|
+129,162
|
+10%
|
|
|
54
|
LPL Financial
San Diego,
California
|
$22.2M
|
+$67.2K
|
+4,716
|
+0.3%
|
|
|
55
|
UBS Group
Zurich,
Switzerland
|
$22.2M
|
-$80.8M
|
-5,673,654
|
-80%
|
|
|
56
|
Madden Advisory Services
Jacksonville,
Florida
|
$22.1M
|
-$660K
|
-46,362
|
-3%
|
|
|
57
|
Legacy Private Trust
Neenah,
Wisconsin
|
$21.8M
|
+$243K
|
+17,094
|
+1%
|
|
|
58
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$21.7M
|
-$168K
|
-11,796
|
-0.8%
|
|
|
59
|
Bartlett & Co
Cincinnati,
Ohio
|
$21.7M
|
-$168K
|
-11,796
|
-0.8%
|
|
|
60
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$21.7M
|
-$680K
|
-47,712
|
-3%
|
|
|
61
|
Domani Wealth
Lancaster,
Pennsylvania
|
$20.7M
|
-$900K
|
-63,204
|
-4%
|
|
|
62
|
Truepoint Inc
Cincinnati,
Ohio
|
$20.2M
|
-$639K
|
-44,838
|
-3%
|
|
|
63
|
WT Wealth Management
Scottsdale,
Arizona
|
$20M
|
-$394K
|
-27,642
|
-2%
|
|
|
64
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$18.9M
|
-$237K
|
-16,644
|
-1%
|
|
|
65
|
EWG Elevate
Roseville,
California
|
$18.8M
|
-$39.6K
|
-2,778
|
-0.2%
|
|
|
66
|
Caprock Group
Boise,
Idaho
|
$18.7M
|
+$170K
|
+11,964
|
+1%
|
|
|
67
|
Goepper Burkhardt
Greenville,
South Carolina
|
$18.2M
|
+$17.1M
|
+1,201,968
|
New
|
|
|
68
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$18M
|
+$250K
|
+17,586
|
+2%
|
|
|
69
|
Wells Fargo
San Francisco,
California
|
$17.6M
|
+$61.4K
|
+4,314
|
+0.4%
|
|
|
70
|
|
$16.9M
|
+$192K
|
+13,470
|
+1%
|
|
|
71
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$16.8M
|
-$335K
|
-23,520
|
-2%
|
|
|
72
|
Tanglewood Wealth Management
Houston,
Texas
|
$16.5M
|
+$1.87M
|
+131,370
|
+14%
|
|
|
73
|
Strategic Financial Planning
Plano,
Texas
|
$16.3M
|
+$129K
|
+9,078
|
+0.9%
|
|
|
74
|
|
$16.2M
|
–
|
–
|
–
|
|
|
75
|
Pegasus Asset Management
Montebello,
New York
|
$15.9M
|
+$64.4K
|
+4,524
|
+0.4%
|
|
