|
26
|
Convergence Financial
Columbia,
Missouri
|
$19.8M
|
+$1.59M
|
+17,665
|
+9%
|
|
|
27
|
Confluence Investment Management
St. Louis,
Missouri
|
$18.6M
|
-$3.3M
|
-36,576
|
-16%
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$18.5M
|
+$2.27M
|
+25,148
|
+14%
|
|
|
29
|
KWB Wealth
Redlands,
California
|
$18.3M
|
+$1.4M
|
+15,573
|
+8%
|
|
|
30
|
Mariner
Overland Park,
Kansas
|
$18.3M
|
-$808K
|
-8,973
|
-4%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$17.8M
|
-$49.6K
|
-550
|
-0.3%
|
|
|
32
|
Redwood Investment Management
Scottsdale,
Arizona
|
$17M
|
-$5.02M
|
-55,677
|
-23%
|
|
|
33
|
Klingman & Associates
New York
|
$16.3M
|
-$41.7K
|
-463
|
-0.3%
|
|
|
34
|
First National Trust
Hermitage,
Pennsylvania
|
$16.2M
|
+$855K
|
+9,492
|
+6%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15M
|
+$1.7M
|
+18,905
|
+13%
|
|
|
36
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$14.5M
|
+$1.18M
|
+13,063
|
+9%
|
|
|
37
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$14.4M
|
+$975K
|
+10,821
|
+8%
|
|
|
38
|
Csenge Advisory Group
Clearwater,
Florida
|
$13.9M
|
-$760K
|
-8,435
|
-5%
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
+$158K
|
+1,754
|
+1%
|
|
|
40
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.8M
|
-$852K
|
-9,456
|
-6%
|
|
|
41
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$12.8M
|
+$3.14M
|
+34,834
|
+34%
|
|
|
42
|
Optimist Retirement Group
Bellevue,
Washington
|
$11.7M
|
+$245K
|
+2,717
|
+2%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$11.1M
|
+$255K
|
+2,827
|
+2%
|
|
|
44
|
Mather Group
Chicago,
Illinois
|
$11.1M
|
-$591K
|
-6,556
|
-5%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$11.1M
|
+$525K
|
+5,823
|
+5%
|
|
|
46
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$9.86M
|
+$165K
|
+1,835
|
+2%
|
|
|
47
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$9.55M
|
+$32.1K
|
+356
|
+0.3%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.41M
|
+$1.4M
|
+15,576
|
+18%
|
|
|
49
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$9.41M
|
-$68.5K
|
-760
|
-0.7%
|
|
|
50
|
Financial Consulate
Hunt Valley,
Maryland
|
$9.37M
|
+$488K
|
+5,415
|
+6%
|
|
