|
26
|
UBS Group
Zurich,
Switzerland
|
$23.1M
|
+$513K
|
+6,566
|
+2%
|
|
|
27
|
Confluence Investment Management
St. Louis,
Missouri
|
$22.5M
|
-$481K
|
-6,155
|
-2%
|
|
|
28
|
|
$22.5M
|
+$24.3M
|
+311,112
|
New
|
|
|
29
|
Redwood Investment Management
Scottsdale,
Arizona
|
$22.3M
|
+$2.24M
|
+28,651
|
+10%
|
|
|
30
|
Citadel Advisors
Miami,
Florida
|
$22.2M
|
+$23.9M
|
+306,322
|
New
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.6M
|
+$4.36M
|
+55,785
|
+23%
|
|
|
32
|
IHT Wealth Management
Chicago,
Illinois
|
$21.5M
|
+$294K
|
+3,766
|
+1%
|
|
|
33
|
Krilogy Financial
St. Louis,
Missouri
|
$20.3M
|
+$246K
|
+3,154
|
+1%
|
|
|
34
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$18.9M
|
+$748K
|
+9,575
|
+4%
|
|
|
35
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$18.7M
|
-$1.24M
|
-15,870
|
-6%
|
|
|
36
|
Trilogy Capital
Irvine,
California
|
$18.3M
|
+$19.7M
|
+252,188
|
New
|
|
|
37
|
Klingman & Associates
New York
|
$18.2M
|
+$106K
|
+1,355
|
+0.5%
|
|
|
38
|
TownSquare Capital
Provo,
Utah
|
$18M
|
+$901K
|
+11,545
|
+5%
|
|
|
39
|
Avantax Planning Partners
Dubuque,
Iowa
|
$17.4M
|
+$9.42M
|
+120,662
|
+101%
|
|
|
40
|
FAS Wealth Partners
Leawood,
Kansas
|
$16.4M
|
-$2.55M
|
-32,621
|
-13%
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$1.75M
|
+22,351
|
+12%
|
|
|
42
|
Financial Advisory Group
Houston,
Texas
|
$15.3M
|
-$46.4K
|
-594
|
-0.3%
|
|
|
43
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$14.6M
|
+$936K
|
+11,992
|
+6%
|
|
|
44
|
Avior Wealth Management
Omaha,
Nebraska
|
$14.4M
|
+$1.37M
|
+17,584
|
+10%
|
|
|
45
|
Convergence Financial
Columbia,
Missouri
|
$13.9M
|
+$889K
|
+11,386
|
+6%
|
|
|
46
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$13.8M
|
+$60.8K
|
+779
|
+0.4%
|
|
|
47
|
Asset Dedication LLC
San Francisco,
California
|
$13.7M
|
-$533K
|
-6,825
|
-3%
|
|
|
48
|
KWB Wealth
Redlands,
California
|
$13.3M
|
+$487K
|
+6,244
|
+4%
|
|
|
49
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$13.2M
|
+$14.2M
|
+182,014
|
New
|
|
|
50
|
Lutz Financial Services
Omaha,
Nebraska
|
$13.2M
|
+$233K
|
+2,989
|
+2%
|
|
