|
26
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
+$7.61M
|
+101,124
|
+47%
|
|
|
27
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$20.1M
|
+$22.5M
|
+299,691
|
New
|
|
|
28
|
Confluence Investment Management
St. Louis,
Missouri
|
$19.5M
|
-$1.51M
|
-20,083
|
-6%
|
|
|
29
|
Krilogy Financial
St. Louis,
Missouri
|
$19.4M
|
+$705K
|
+9,371
|
+3%
|
|
|
30
|
FAS Wealth Partners
Leawood,
Kansas
|
$19.4M
|
+$4.65M
|
+61,834
|
+27%
|
|
|
31
|
|
$18.5M
|
-$6.12M
|
-81,310
|
-23%
|
|
|
32
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$18.2M
|
+$793K
|
+10,543
|
+4%
|
|
|
33
|
TownSquare Capital
Provo,
Utah
|
$18.2M
|
+$1.7M
|
+22,660
|
+9%
|
|
|
34
|
Trilogy Capital
Irvine,
California
|
$18M
|
+$1.19M
|
+15,837
|
+6%
|
|
|
35
|
Klingman & Associates
New York
|
$17.3M
|
+$394K
|
+5,240
|
+2%
|
|
|
36
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$16.7M
|
-$706K
|
-9,391
|
-4%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$16.6M
|
+$5.11M
|
+67,964
|
+38%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$16M
|
-$6.14M
|
-81,660
|
-26%
|
|
|
39
|
Avantax Planning Partners
Dubuque,
Iowa
|
$15.6M
|
-$658K
|
-8,749
|
-4%
|
|
|
40
|
Avior Wealth Management
Omaha,
Nebraska
|
$15M
|
+$1.87M
|
+24,857
|
+13%
|
|
|
41
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$14.7M
|
+$1.34M
|
+17,830
|
+9%
|
|
|
42
|
Financial Advisory Group
Houston,
Texas
|
$14.3M
|
+$142K
|
+1,892
|
+0.9%
|
|
|
43
|
Ford Financial Group
Fresno,
California
|
$13.6M
|
+$15.2M
|
+202,523
|
New
|
|
|
44
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$13.4M
|
+$689K
|
+9,161
|
+5%
|
|
|
45
|
Convergence Financial
Columbia,
Missouri
|
$12.8M
|
-$150K
|
-1,992
|
-1%
|
|
|
46
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.8M
|
-$409K
|
-5,436
|
-3%
|
|
|
47
|
High Probability Advisors
Pittsford,
New York
|
$12.1M
|
+$758K
|
+10,073
|
+6%
|
|
|
48
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.9M
|
-$306K
|
-4,068
|
-2%
|
|
|
49
|
Asset Dedication LLC
San Francisco,
California
|
$11.9M
|
-$877K
|
-11,666
|
-6%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$11.6M
|
-$150K
|
-1,988
|
-1%
|
|
