|
26
|
FAS Wealth Partners
Leawood,
Kansas
|
$21.9M
|
+$593K
|
+6,970
|
+3%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$21.3M
|
+$7.97M
|
+93,621
|
+60%
|
|
|
28
|
Klingman & Associates
New York
|
$20.4M
|
-$134K
|
-1,576
|
-0.7%
|
|
|
29
|
Asset Dedication LLC
San Francisco,
California
|
$20.4M
|
+$2.97M
|
+34,862
|
+17%
|
|
|
30
|
Equitable Holdings
New York
|
$20.1M
|
+$968K
|
+11,373
|
+5%
|
|
|
31
|
|
$19.9M
|
+$1.57M
|
+18,488
|
+9%
|
|
|
32
|
TownSquare Capital
Provo,
Utah
|
$18.4M
|
+$1.83M
|
+21,485
|
+11%
|
|
|
33
|
Financial Advisory Group
Houston,
Texas
|
$18M
|
-$108K
|
-1,269
|
-0.6%
|
|
|
34
|
CIBC World Market
Toronto,
Ontario, Canada
|
$17M
|
+$272K
|
+3,196
|
+2%
|
|
|
35
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$16M
|
-$1.04M
|
-12,262
|
-6%
|
|
|
36
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$15.9M
|
+$1.49M
|
+17,510
|
+10%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$15.4M
|
+$1.44M
|
+16,922
|
+10%
|
|
|
38
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$15.2M
|
-$6.71M
|
-78,887
|
-31%
|
|
|
39
|
KWB Wealth
Redlands,
California
|
$14.5M
|
-$94.9K
|
-1,115
|
-0.6%
|
|
|
40
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.5M
|
+$319K
|
+3,750
|
+2%
|
|
|
41
|
IHT Wealth Management
Chicago,
Illinois
|
$14.2M
|
+$55.2K
|
+649
|
+0.4%
|
|
|
42
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$13.7M
|
-$3.15M
|
-36,976
|
-19%
|
|
|
43
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$13.4M
|
+$218K
|
+2,564
|
+2%
|
|
|
44
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$13.3M
|
+$392K
|
+4,606
|
+3%
|
|
|
45
|
High Probability Advisors
Pittsford,
New York
|
$13.1M
|
+$723K
|
+8,499
|
+6%
|
|
|
46
|
Avior Wealth Management
Omaha,
Nebraska
|
$12M
|
-$270K
|
-3,171
|
-2%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$11.5M
|
+$1.98M
|
+23,259
|
+21%
|
|
|
48
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$11.3M
|
-$1.5M
|
-17,659
|
-12%
|
|
|
49
|
GHP Investment Advisors
Denver,
Colorado
|
$11.2M
|
-$9.7K
|
-114
|
-0.1%
|
|
|
50
|
First National Trust
Hermitage,
Pennsylvania
|
$10.6M
|
+$898K
|
+10,548
|
+9%
|
|
