|
26
|
Confluence Investment Management
St. Louis,
Missouri
|
$24.2M
|
+$1.82M
|
+22,194
|
+8%
|
|
|
27
|
FAS Wealth Partners
Leawood,
Kansas
|
$21.3M
|
+$363K
|
+4,423
|
+2%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$21.1M
|
-$2.36M
|
-28,774
|
-10%
|
|
|
29
|
Equitable Holdings
New York
|
$20.9M
|
+$1.74M
|
+21,191
|
+9%
|
|
|
30
|
|
$20.3M
|
+$1.23M
|
+14,947
|
+6%
|
|
|
31
|
TownSquare Capital
Provo,
Utah
|
$19.5M
|
+$1.46M
|
+17,774
|
+8%
|
|
|
32
|
Klingman & Associates
New York
|
$19.4M
|
-$156K
|
-1,895
|
-0.8%
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$18.9M
|
-$591K
|
-7,196
|
-3%
|
|
|
34
|
Financial Advisory Group
Houston,
Texas
|
$17M
|
-$146K
|
-1,774
|
-0.8%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$16M
|
-$4.44M
|
-54,038
|
-22%
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$15.8M
|
+$1.05M
|
+12,737
|
+7%
|
|
|
37
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$15.4M
|
+$104K
|
+1,270
|
+0.7%
|
|
|
38
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$15.4M
|
+$216K
|
+2,630
|
+1%
|
|
|
39
|
KWB Wealth
Redlands,
California
|
$14.8M
|
+$257K
|
+3,135
|
+2%
|
|
|
40
|
Lutz Financial Services
Omaha,
Nebraska
|
$13.6M
|
-$247K
|
-3,009
|
-2%
|
|
|
41
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$13.2M
|
+$350K
|
+4,267
|
+3%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.1M
|
-$8.65M
|
-105,409
|
-40%
|
|
|
43
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$12.7M
|
-$18.9K
|
-230
|
-0.1%
|
|
|
44
|
Avior Wealth Management
Omaha,
Nebraska
|
$12.4M
|
+$983K
|
+11,977
|
+9%
|
|
|
45
|
High Probability Advisors
Pittsford,
New York
|
$12.2M
|
-$271K
|
-3,296
|
-2%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$12.1M
|
+$1.15M
|
+14,033
|
+10%
|
|
|
47
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$11M
|
+$148K
|
+1,803
|
+1%
|
|
|
48
|
First National Trust
Hermitage,
Pennsylvania
|
$10.9M
|
+$752K
|
+9,153
|
+7%
|
|
|
49
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.7M
|
+$4.45M
|
+54,259
|
+34%
|
|
|
50
|
GHP Investment Advisors
Denver,
Colorado
|
$10.6M
|
-$122K
|
-1,483
|
-1%
|
|
