|
26
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$19M
|
+$88.2K
|
+988
|
+0.4%
|
|
|
27
|
Raymond James Financial
St Petersburg,
Florida
|
$18.8M
|
+$2.1M
|
+23,470
|
+12%
|
|
|
28
|
Aire Advisors
Beverly Hills,
California
|
$18.6M
|
+$259K
|
+2,902
|
+1%
|
|
|
29
|
KWB Wealth
Redlands,
California
|
$17.3M
|
-$1.32M
|
-14,735
|
-7%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$16.7M
|
+$177K
|
+1,979
|
+1%
|
|
|
31
|
Private Advisor Group
Morristown,
New Jersey
|
$15.4M
|
-$1.59M
|
-17,851
|
-9%
|
|
|
32
|
Klingman & Associates
New York
|
$14.9M
|
+$609K
|
+6,821
|
+4%
|
|
|
33
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$14.4M
|
+$728K
|
+8,159
|
+5%
|
|
|
34
|
Mariner
Overland Park,
Kansas
|
$14.4M
|
-$1.06M
|
-11,855
|
-6%
|
|
|
35
|
First National Trust
Hermitage,
Pennsylvania
|
$14M
|
-$532K
|
-5,956
|
-3%
|
|
|
36
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$13.7M
|
+$1.16M
|
+12,953
|
+9%
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.3M
|
+$3.67M
|
+41,131
|
+35%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
-$973K
|
-10,902
|
-7%
|
|
|
39
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$12M
|
+$300K
|
+3,358
|
+2%
|
|
|
40
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.3M
|
+$2.42M
|
+27,081
|
+25%
|
|
|
41
|
Optimist Retirement Group
Bellevue,
Washington
|
$10.9M
|
+$100K
|
+1,123
|
+0.9%
|
|
|
42
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.5M
|
-$7.11M
|
-79,668
|
-39%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$10.4M
|
-$726K
|
-8,137
|
-6%
|
|
|
44
|
Csenge Advisory Group
Clearwater,
Florida
|
$10.1M
|
-$530K
|
-5,941
|
-4%
|
|
|
45
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$10M
|
-$1.6M
|
-17,958
|
-13%
|
|
|
46
|
Mather Group
Chicago,
Illinois
|
$9.91M
|
+$156K
|
+1,748
|
+1%
|
|
|
47
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.87M
|
+$5.89M
|
+65,988
|
+125%
|
|
|
48
|
Mercer Global Advisors
Denver,
Colorado
|
$9.46M
|
-$562K
|
-6,291
|
-5%
|
|
|
49
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$8.78M
|
+$64.9K
|
+727
|
+0.7%
|
|
|
50
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$8.66M
|
-$134K
|
-1,505
|
-1%
|
|
