|
51
|
Wells Fargo
San Francisco,
California
|
$29.9M
|
+$8.59M
|
+489,342
|
+41%
|
|
|
52
|
First National Corp
Rockland,
Massachusetts
|
$29.4M
|
-$4.17M
|
-237,519
|
-13%
|
|
|
53
|
LPL Financial
San Diego,
California
|
$29.2M
|
-$3.19M
|
-181,728
|
-10%
|
|
|
54
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$29M
|
-$6.69K
|
-381
|
-0%
|
|
|
55
|
SYM Financial Corp
Winona Lake,
Indiana
|
$28.8M
|
-$6.8M
|
-387,672
|
-19%
|
|
|
56
|
|
$28.3M
|
+$1.37M
|
+77,937
|
+5%
|
|
|
57
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$27.1M
|
-$4.25M
|
-242,061
|
-14%
|
|
|
58
|
WT Wealth Management
Scottsdale,
Arizona
|
$27M
|
+$1.45M
|
+82,416
|
+6%
|
|
|
59
|
Accredited Investors
Edina,
Minnesota
|
$26.8M
|
+$126K
|
+7,194
|
+0.5%
|
|
|
60
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$25.3M
|
+$1.17M
|
+66,651
|
+5%
|
|
|
61
|
Strategic Advisors
New York
|
$25.3M
|
-$3.04M
|
-173,397
|
-11%
|
|
|
62
|
EWG Elevate
Roseville,
California
|
$24.5M
|
+$1.12M
|
+63,627
|
+5%
|
|
|
63
|
Legacy Private Trust
Neenah,
Wisconsin
|
$24.3M
|
-$377K
|
-21,468
|
-2%
|
|
|
64
|
WBH Advisory
Baltimore,
Maryland
|
$23.3M
|
-$1.59M
|
-90,306
|
-6%
|
|
|
65
|
Caprock Group
Boise,
Idaho
|
$22.6M
|
-$1.35M
|
-76,908
|
-6%
|
|
|
66
|
Bartlett & Co
Cincinnati,
Ohio
|
$22.5M
|
-$1.31M
|
-74,418
|
-6%
|
|
|
67
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$22.5M
|
-$1.31M
|
-74,418
|
-6%
|
|
|
68
|
Truepoint Inc
Cincinnati,
Ohio
|
$22.4M
|
-$172K
|
-9,822
|
-0.8%
|
|
|
69
|
UBS Group
Zurich,
Switzerland
|
$21.5M
|
-$3.21M
|
-183,054
|
-13%
|
|
|
70
|
Cobblestone Capital Advisors
Rochester,
New York
|
$21.3M
|
-$419K
|
-23,889
|
-2%
|
|
|
71
|
Morningstar Investment Services
Chicago,
Illinois
|
$20.2M
|
+$5.29M
|
+301,092
|
+37%
|
|
|
72
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$20M
|
+$387K
|
+22,029
|
+2%
|
|
|
73
|
Goepper Burkhardt
Greenville,
South Carolina
|
$20M
|
-$418K
|
-23,787
|
-2%
|
|
|
74
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$19.8M
|
-$18.3M
|
-1,040,673
|
-48%
|
|
|
75
|
Pegasus Asset Management
Montebello,
New York
|
$19.7M
|
+$253K
|
+14,409
|
+1%
|
|
