|
26
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$16.1M
|
-$321K
|
-4,390
|
-2%
|
|
|
27
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$16M
|
+$752K
|
+10,280
|
+5%
|
|
|
28
|
First National Trust
Hermitage,
Pennsylvania
|
$15.4M
|
-$463K
|
-6,328
|
-3%
|
|
|
29
|
Convergence Financial
Columbia,
Missouri
|
$14.7M
|
+$1.04M
|
+14,161
|
+8%
|
|
|
30
|
Klingman & Associates
New York
|
$13.6M
|
+$29.4K
|
+402
|
+0.2%
|
|
|
31
|
Csenge Advisory Group
Clearwater,
Florida
|
$13.5M
|
+$721K
|
+9,856
|
+6%
|
|
|
32
|
Equitable Holdings
New York
|
$13.5M
|
+$6.46M
|
+88,391
|
+101%
|
|
|
33
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$12.6M
|
+$886K
|
+12,125
|
+8%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.5M
|
+$2.76M
|
+37,786
|
+30%
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$11.6M
|
+$881K
|
+12,052
|
+9%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$11.3M
|
-$142K
|
-1,947
|
-1%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$11.2M
|
+$401K
|
+5,492
|
+4%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
+$2.18M
|
+29,760
|
+26%
|
|
|
39
|
TIAA FSB
Jacksonville,
Florida
|
$10.8M
|
-$2.15M
|
-29,350
|
-17%
|
|
|
40
|
Financial Enhancement Group
Anderson,
Indiana
|
$10.2M
|
+$223K
|
+3,055
|
+2%
|
|
|
41
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$9.43M
|
+$438K
|
+5,998
|
+5%
|
|
|
42
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.3M
|
-$2.65M
|
-36,217
|
-23%
|
|
|
43
|
Mather Group
Chicago,
Illinois
|
$9.04M
|
-$469K
|
-6,409
|
-5%
|
|
|
44
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.18M
|
+$429K
|
+5,869
|
+6%
|
|
|
45
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$8M
|
-$8.77K
|
-120
|
-0.1%
|
|
|
46
|
Diversified
Wilmington,
Delaware
|
$7.78M
|
+$240K
|
+3,280
|
+3%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$7.55M
|
+$114K
|
+1,556
|
+2%
|
|
|
48
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$7.48M
|
-$11.8K
|
-161
|
-0.2%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$7.47M
|
+$355K
|
+4,855
|
+5%
|
|
|
50
|
Denver Wealth Management
Denver,
Colorado
|
$7.43M
|
-$156K
|
-2,130
|
-2%
|
|
