|
51
|
WBH Advisory
Baltimore,
Maryland
|
$51.9M
|
-$168K
|
-6,790
|
-0.3%
|
|
|
52
|
Compass Advisory Group
Melville,
New York
|
$49.8M
|
-$12.3M
|
-498,110
|
-20%
|
|
|
53
|
SNS Financial Group
Minneapolis,
Minnesota
|
$47.3M
|
-$596K
|
-24,068
|
-1%
|
|
|
54
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$45.7M
|
+$58K
|
+2,343
|
+0.1%
|
|
|
55
|
Members Advisory Group
Williamsville,
New York
|
$45.4M
|
-$102K
|
-4,103
|
-0.2%
|
|
|
56
|
Quantinno Capital Management
New York
|
$42.9M
|
+$10.7M
|
+432,498
|
+35%
|
|
|
57
|
Roundview Capital
Princeton,
New Jersey
|
$42.1M
|
-$79.3K
|
-3,204
|
-0.2%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$40.7M
|
+$1.29M
|
+52,125
|
+3%
|
|
|
59
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$40.4M
|
+$38.9M
|
+1,572,741
|
New
|
|
|
60
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$39.7M
|
+$122K
|
+4,945
|
+0.3%
|
|
|
61
|
Modern Wealth Management
Lenexa,
Kansas
|
$39.1M
|
+$30.4M
|
+1,228,327
|
+423%
|
|
|
62
|
Genesee Capital Advisors
Auburn,
New York
|
$37.2M
|
-$1.65M
|
-66,850
|
-4%
|
|
|
63
|
Raymond James Financial
St Petersburg,
Florida
|
$36.9M
|
+$2.41M
|
+97,345
|
+7%
|
|
|
64
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$36.4M
|
+$4.89M
|
+197,626
|
+16%
|
|
|
65
|
Allworth Financial
Folsom,
California
|
$36.1M
|
-$1.51M
|
-60,993
|
-4%
|
|
|
66
|
UBS Group
Zurich,
Switzerland
|
$36.1M
|
+$2M
|
+80,899
|
+6%
|
|
|
67
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$35.9M
|
+$1.38M
|
+55,692
|
+4%
|
|
|
68
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$35.5M
|
-$3.27M
|
-132,162
|
-9%
|
|
|
69
|
Weaver Capital Management
Suwanee,
Georgia
|
$35.3M
|
+$34M
|
+1,373,871
|
New
|
|
|
70
|
Legacy Private Trust
Neenah,
Wisconsin
|
$34.4M
|
-$877K
|
-35,417
|
-3%
|
|
|
71
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$33.8M
|
-$1.54M
|
-62,291
|
-5%
|
|
|
72
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$32.7M
|
+$299K
|
+12,092
|
+1%
|
|
|
73
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$31.8M
|
-$7.43M
|
-300,227
|
-20%
|
|
|
74
|
Shilanski & Associates
Anchorage,
Alaska
|
$31.6M
|
+$893K
|
+36,062
|
+3%
|
|
|
75
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$31.5M
|
+$2.84M
|
+114,806
|
+10%
|
|
