|
26
|
FAS Wealth Partners
Leawood,
Kansas
|
$20.4M
|
+$1.07M
|
+13,836
|
+6%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.9M
|
+$1.93M
|
+25,081
|
+12%
|
|
|
28
|
Klingman & Associates
New York
|
$19.7M
|
-$505K
|
-6,548
|
-3%
|
|
|
29
|
Redwood Investment Management
Scottsdale,
Arizona
|
$19.1M
|
-$5.19M
|
-67,334
|
-22%
|
|
|
30
|
Equitable Holdings
New York
|
$18.3M
|
-$1.84M
|
-23,911
|
-10%
|
|
|
31
|
|
$17.6M
|
+$1.13M
|
+14,620
|
+7%
|
|
|
32
|
Financial Advisory Group
Houston,
Texas
|
$17.3M
|
-$1.3M
|
-16,834
|
-7%
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$16.6M
|
-$2.82M
|
-36,586
|
-15%
|
|
|
34
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$16.3M
|
-$2.18M
|
-28,331
|
-12%
|
|
|
35
|
TownSquare Capital
Provo,
Utah
|
$16.3M
|
-$2.35M
|
-30,497
|
-13%
|
|
|
36
|
CIBC World Market
Toronto,
Ontario, Canada
|
$16M
|
+$10.5M
|
+136,395
|
+231%
|
|
|
37
|
KWB Wealth
Redlands,
California
|
$14.6M
|
-$113K
|
-1,468
|
-0.8%
|
|
|
38
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$13.7M
|
+$3.68M
|
+47,731
|
+40%
|
|
|
39
|
Lutz Financial Services
Omaha,
Nebraska
|
$13.6M
|
+$363K
|
+4,715
|
+3%
|
|
|
40
|
IHT Wealth Management
Chicago,
Illinois
|
$13.5M
|
+$12.3M
|
+159,583
|
+3,211%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$13.4M
|
+$673K
|
+8,728
|
+6%
|
|
|
42
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$13M
|
–
|
–
|
–
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
-$496K
|
-6,435
|
-4%
|
|
|
44
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$12.6M
|
-$1.4M
|
-18,151
|
-11%
|
|
|
45
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$12.4M
|
+$161K
|
+2,093
|
+1%
|
|
|
46
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$12.3M
|
-$1.11M
|
-14,410
|
-9%
|
|
|
47
|
High Probability Advisors
Pittsford,
New York
|
$11.8M
|
+$40.5K
|
+525
|
+0.4%
|
|
|
48
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.7M
|
-$376K
|
-4,883
|
-3%
|
|
|
49
|
GHP Investment Advisors
Denver,
Colorado
|
$10.7M
|
-$47.6K
|
-618
|
-0.5%
|
|
|
50
|
|
$10.4M
|
-$5.8M
|
-75,211
|
-37%
|
|
