|
26
|
First National Trust
Hermitage,
Pennsylvania
|
$15.2M
|
+$1.01M
|
+13,441
|
+7%
|
|
|
27
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$15.2M
|
+$984K
|
+13,043
|
+7%
|
|
|
28
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$14.6M
|
+$193K
|
+2,552
|
+1%
|
|
|
29
|
|
$13.4M
|
+$53.1K
|
+704
|
+15%
|
|
|
30
|
Convergence Financial
Columbia,
Missouri
|
$13.1M
|
-$1.65M
|
-21,824
|
-11%
|
|
|
31
|
Klingman & Associates
New York
|
$13M
|
-$47.6K
|
-631
|
-0.4%
|
|
|
32
|
TIAA FSB
Jacksonville,
Florida
|
$12.5M
|
+$2.89M
|
+38,363
|
+29%
|
|
|
33
|
Csenge Advisory Group
Clearwater,
Florida
|
$12.2M
|
+$257K
|
+3,402
|
+2%
|
|
|
34
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.6M
|
+$2.85M
|
+37,834
|
+32%
|
|
|
35
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$11.2M
|
+$2.16M
|
+28,650
|
+23%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
-$2.51M
|
-33,313
|
-18%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
-$14.9M
|
-198,136
|
-59%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$10.1M
|
+$452K
|
+5,986
|
+5%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.22M
|
+$330K
|
+4,371
|
+4%
|
|
|
40
|
Mather Group
Chicago,
Illinois
|
$9.13M
|
-$165K
|
-2,187
|
-2%
|
|
|
41
|
Financial Enhancement Group
Anderson,
Indiana
|
$8.8M
|
+$798K
|
+10,575
|
+9%
|
|
|
42
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$8.59M
|
+$291K
|
+3,860
|
+3%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.51M
|
+$521K
|
+6,907
|
+6%
|
|
|
44
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$7.68M
|
-$12K
|
-159
|
-0.2%
|
|
|
45
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$7.4M
|
-$507K
|
-6,714
|
-6%
|
|
|
46
|
Perennial Investment Advisors
Los Angeles,
California
|
$7.39M
|
+$7.56M
|
+100,222
|
New
|
|
|
47
|
MGO One Seven
Beachwood,
Ohio
|
$7.34M
|
+$4.61M
|
+61,106
|
+159%
|
|
|
48
|
Denver Wealth Management
Denver,
Colorado
|
$7.28M
|
-$352K
|
-4,660
|
-5%
|
|
|
49
|
Diversified
Wilmington,
Delaware
|
$7.21M
|
+$1.81M
|
+23,965
|
+32%
|
|
|
50
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$7.18M
|
+$1.85M
|
+24,463
|
+34%
|
|
