|
26
|
Aire Advisors
Beverly Hills,
California
|
$20M
|
+$386K
|
+4,087
|
+2%
|
|
|
27
|
KWB Wealth
Redlands,
California
|
$19.2M
|
-$718K
|
-7,593
|
-4%
|
|
|
28
|
Confluence Investment Management
St. Louis,
Missouri
|
$18.7M
|
+$669K
|
+7,080
|
+4%
|
|
|
29
|
Private Advisor Group
Morristown,
New Jersey
|
$18.3M
|
+$402K
|
+4,253
|
+2%
|
|
|
30
|
Raymond James Financial
St Petersburg,
Florida
|
$18.3M
|
+$19.2M
|
+202,971
|
New
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$18M
|
+$779K
|
+8,244
|
+4%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$16.7M
|
-$1.12M
|
-11,882
|
-6%
|
|
|
33
|
First National Trust
Hermitage,
Pennsylvania
|
$15.8M
|
+$88.6K
|
+937
|
+0.5%
|
|
|
34
|
Klingman & Associates
New York
|
$15.6M
|
-$195K
|
-2,067
|
-1%
|
|
|
35
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$14.9M
|
+$851K
|
+8,999
|
+6%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
+$1.39M
|
+14,711
|
+10%
|
|
|
37
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$13.7M
|
-$283K
|
-2,990
|
-2%
|
|
|
38
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$12.8M
|
+$412K
|
+4,361
|
+3%
|
|
|
39
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.5M
|
+$99.6K
|
+1,054
|
+0.8%
|
|
|
40
|
Csenge Advisory Group
Clearwater,
Florida
|
$12.3M
|
-$1.32M
|
-13,969
|
-9%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$12.1M
|
+$1.37M
|
+14,456
|
+12%
|
|
|
42
|
Optimist Retirement Group
Bellevue,
Washington
|
$11.7M
|
+$418K
|
+4,419
|
+4%
|
|
|
43
|
Mercer Global Advisors
Denver,
Colorado
|
$10.9M
|
+$9.25M
|
+97,818
|
+436%
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.7M
|
+$1.67M
|
+17,633
|
+17%
|
|
|
45
|
Mather Group
Chicago,
Illinois
|
$10.6M
|
-$187K
|
-1,978
|
-2%
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$10.4M
|
-$385K
|
-4,072
|
-3%
|
|
|
47
|
Univest Financial
Souderton,
Pennsylvania
|
$10.2M
|
+$1.36M
|
+14,429
|
+15%
|
|
|
48
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.96M
|
+$2.42M
|
+25,550
|
+30%
|
|
|
49
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$9.56M
|
-$7.28K
|
-77
|
-0.1%
|
|
|
50
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$9.49M
|
+$239K
|
+2,527
|
+2%
|
|
