|
26
|
Convergence Financial
Columbia,
Missouri
|
$17.9M
|
-$355K
|
-4,737
|
-2%
|
|
|
27
|
AE Wealth Management
Topeka,
Kansas
|
$17.6M
|
-$674K
|
-8,982
|
-4%
|
|
|
28
|
Equitable Holdings
New York
|
$17.6M
|
+$1.98M
|
+26,357
|
+14%
|
|
|
29
|
KWB Wealth
Redlands,
California
|
$17.6M
|
-$352K
|
-4,686
|
-2%
|
|
|
30
|
Confluence Investment Management
St. Louis,
Missouri
|
$16.9M
|
+$5.9M
|
+78,637
|
+64%
|
|
|
31
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$16.2M
|
-$2.34M
|
-31,250
|
-14%
|
|
|
32
|
First National Trust
Hermitage,
Pennsylvania
|
$15.6M
|
-$1.43M
|
-19,097
|
-9%
|
|
|
33
|
Mariner
Overland Park,
Kansas
|
$15M
|
+$1.37M
|
+18,290
|
+11%
|
|
|
34
|
Csenge Advisory Group
Clearwater,
Florida
|
$15M
|
+$94.2K
|
+1,256
|
+0.7%
|
|
|
35
|
Klingman & Associates
New York
|
$14.9M
|
+$767K
|
+10,227
|
+6%
|
|
|
36
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.8M
|
+$434K
|
+5,785
|
+3%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
+$1.37M
|
+18,246
|
+12%
|
|
|
38
|
Cetera Advisor Networks
El Segundo,
California
|
$14M
|
+$927K
|
+12,352
|
+8%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.5M
|
-$494K
|
-6,579
|
-4%
|
|
|
40
|
Private Advisor Group
Morristown,
New Jersey
|
$12.1M
|
-$208K
|
-2,774
|
-2%
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.8M
|
+$1.09M
|
+14,489
|
+11%
|
|
|
42
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$11.1M
|
-$357K
|
-4,754
|
-3%
|
|
|
43
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$10.8M
|
+$344K
|
+4,584
|
+4%
|
|
|
44
|
Mather Group
Chicago,
Illinois
|
$10.6M
|
+$210K
|
+2,805
|
+2%
|
|
|
45
|
Strategic Advocates
Logan,
Utah
|
$10.6M
|
-$825K
|
-10,992
|
-8%
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$9.97M
|
+$2.01M
|
+26,836
|
+29%
|
|
|
47
|
Tradition Wealth Management
Edina,
Minnesota
|
$9.96M
|
-$9.36M
|
-124,703
|
-51%
|
|
|
48
|
Optimist Retirement Group
Bellevue,
Washington
|
$9.83M
|
+$8.82M
|
+117,588
|
New
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$9.19M
|
+$818K
|
+10,907
|
+11%
|
|
|
50
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$8.49M
|
-$94.6K
|
-1,261
|
-1%
|
|
