|
26
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$15.3M
|
-$3.55K
|
-46
|
-0%
|
|
|
27
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$15.3M
|
+$63.8K
|
+828
|
+0.4%
|
|
|
28
|
First National Trust
Hermitage,
Pennsylvania
|
$15M
|
+$407K
|
+5,281
|
+3%
|
|
|
29
|
Equitable Holdings
New York
|
$13.5M
|
+$664K
|
+8,610
|
+5%
|
|
|
30
|
Csenge Advisory Group
Clearwater,
Florida
|
$13M
|
+$146K
|
+1,891
|
+1%
|
|
|
31
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$12.5M
|
+$609K
|
+7,896
|
+5%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.3M
|
+$433K
|
+5,621
|
+3%
|
|
|
33
|
Klingman & Associates
New York
|
$12.3M
|
-$613K
|
-7,950
|
-5%
|
|
|
34
|
Mariner
Overland Park,
Kansas
|
$11.8M
|
+$1.25M
|
+16,174
|
+11%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
+$724K
|
+9,386
|
+6%
|
|
|
36
|
Cetera Advisor Networks
El Segundo,
California
|
$11.4M
|
+$4.96M
|
+64,371
|
+71%
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$10.8M
|
-$182K
|
-2,367
|
-2%
|
|
|
38
|
Redwood Investment Management
Scottsdale,
Arizona
|
$10.8M
|
-$20.3M
|
-263,709
|
-64%
|
|
|
39
|
Strategic Advocates
Logan,
Utah
|
$10.1M
|
+$10.6M
|
+137,946
|
New
|
|
|
40
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$10.1M
|
+$10.6M
|
+137,671
|
New
|
|
|
41
|
Financial Enhancement Group
Anderson,
Indiana
|
$9.34M
|
+$57.7K
|
+749
|
+0.6%
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.3M
|
-$1.41M
|
-18,279
|
-13%
|
|
|
43
|
Mather Group
Chicago,
Illinois
|
$9.11M
|
+$534K
|
+6,926
|
+6%
|
|
|
44
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$9.1M
|
+$136K
|
+1,762
|
+1%
|
|
|
45
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.01M
|
+$163K
|
+2,120
|
+2%
|
|
|
46
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$7.53M
|
-$93.2K
|
-1,209
|
-1%
|
|
|
47
|
Diversified
Wilmington,
Delaware
|
$7.43M
|
+$23.2K
|
+301
|
+0.3%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$7.25M
|
+$146K
|
+1,895
|
+2%
|
|
|
49
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$7.19M
|
+$65.6K
|
+851
|
+0.9%
|
|
|
50
|
Denver Wealth Management
Denver,
Colorado
|
$7.14M
|
+$75.4K
|
+978
|
+1%
|
|
