|
26
|
Avior Wealth Management
Omaha,
Nebraska
|
$20.5M
|
+$1.8M
|
+24,191
|
+10%
|
|
|
27
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$20.4M
|
+$2.7M
|
+36,260
|
+16%
|
|
|
28
|
Klingman & Associates
New York
|
$19.8M
|
-$40.2K
|
-541
|
-0.2%
|
|
|
29
|
First National Trust
Hermitage,
Pennsylvania
|
$19.5M
|
-$17.3M
|
-232,871
|
-48%
|
|
|
30
|
New Hampshire Trust
Concord,
New Hampshire
|
$19.3M
|
+$216K
|
+2,904
|
+1%
|
|
|
31
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$18.5M
|
+$888K
|
+11,943
|
+5%
|
|
|
32
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$18.1M
|
-$474K
|
-6,369
|
-3%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$17.4M
|
-$2.64M
|
-35,526
|
-14%
|
|
|
34
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$17.2M
|
+$989K
|
+13,302
|
+6%
|
|
|
35
|
High Probability Advisors
Pittsford,
New York
|
$16.7M
|
+$1.14M
|
+15,334
|
+8%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$16.7M
|
-$208K
|
-2,800
|
-1%
|
|
|
37
|
KWB Wealth
Redlands,
California
|
$16.7M
|
-$28.7M
|
-386,268
|
-64%
|
|
|
38
|
Financial Advisory Group
Houston,
Texas
|
$15.9M
|
-$64.6K
|
-869
|
-0.4%
|
|
|
39
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$15.9M
|
+$55.9K
|
+751
|
+0.4%
|
|
|
40
|
FAS Wealth Partners
Leawood,
Kansas
|
$15.8M
|
-$196K
|
-2,640
|
-1%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.5M
|
-$12.6M
|
-169,309
|
-46%
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$15M
|
-$3.65M
|
-49,011
|
-20%
|
|
|
43
|
Convergence Financial
Columbia,
Missouri
|
$14.3M
|
+$732K
|
+9,841
|
+6%
|
|
|
44
|
TIAA FSB
Jacksonville,
Florida
|
$14.2M
|
+$1.01M
|
+13,614
|
+8%
|
|
|
45
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$14M
|
+$167K
|
+2,250
|
+1%
|
|
|
46
|
Lutz Financial Services
Omaha,
Nebraska
|
$13.7M
|
+$322K
|
+4,334
|
+3%
|
|
|
47
|
PRW Wealth Management
Quincy,
Massachusetts
|
$13.2M
|
+$7.82M
|
+105,099
|
+3,105%
|
|
|
48
|
Asset Dedication LLC
San Francisco,
California
|
$13.1M
|
-$157K
|
-2,117
|
-1%
|
|
|
49
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$12.6M
|
+$345K
|
+4,642
|
+3%
|
|
|
50
|
GHP Investment Advisors
Denver,
Colorado
|
$12.2M
|
+$170K
|
+2,284
|
+2%
|
|
