|
26
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$23.8M
|
+$24M
|
+280,488
|
New
|
|
|
27
|
Krilogy Financial
St. Louis,
Missouri
|
$23.2M
|
-$3.85M
|
-45,129
|
-14%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$21.6M
|
-$224K
|
-2,627
|
-1%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.7M
|
+$18.3M
|
+214,505
|
+712%
|
|
|
30
|
Klingman & Associates
New York
|
$20M
|
-$32.5K
|
-380
|
-0.2%
|
|
|
31
|
TownSquare Capital
Provo,
Utah
|
$20M
|
-$161K
|
-1,882
|
-0.8%
|
|
|
32
|
FAS Wealth Partners
Leawood,
Kansas
|
$19.7M
|
-$2.27M
|
-26,618
|
-10%
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$19.5M
|
-$71.5K
|
-837
|
-0.4%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$18.3M
|
+$1.76M
|
+20,549
|
+11%
|
|
|
35
|
Financial Advisory Group
Houston,
Texas
|
$17.5M
|
-$108K
|
-1,265
|
-0.6%
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$16.5M
|
+$192K
|
+2,250
|
+1%
|
|
|
37
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$16.5M
|
+$578K
|
+6,763
|
+4%
|
|
|
38
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$16.3M
|
-$47.1M
|
-551,911
|
-74%
|
|
|
39
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$15.9M
|
+$22.1K
|
+259
|
+0.1%
|
|
|
40
|
KWB Wealth
Redlands,
California
|
$15.1M
|
-$150K
|
-1,755
|
-1%
|
|
|
41
|
Avior Wealth Management
Omaha,
Nebraska
|
$14.1M
|
+$1.22M
|
+14,341
|
+9%
|
|
|
42
|
Lutz Financial Services
Omaha,
Nebraska
|
$14M
|
-$58K
|
-679
|
-0.4%
|
|
|
43
|
Convergence Financial
Columbia,
Missouri
|
$13.8M
|
+$13.9M
|
+163,281
|
New
|
|
|
44
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$13.6M
|
+$6.66K
|
+78
|
+0%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
+$472K
|
+5,523
|
+4%
|
|
|
46
|
High Probability Advisors
Pittsford,
New York
|
$13M
|
+$329K
|
+3,847
|
+3%
|
|
|
47
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$12.9M
|
-$267K
|
-3,129
|
-2%
|
|
|
48
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12.5M
|
-$5.63M
|
-65,898
|
-31%
|
|
|
49
|
First National Trust
Hermitage,
Pennsylvania
|
$12.4M
|
+$1.16M
|
+13,546
|
+10%
|
|
|
50
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$11.8M
|
+$461K
|
+5,399
|
+4%
|
|
