|
26
|
Avior Wealth Management
Omaha,
Nebraska
|
$20.1M
|
+$925K
|
+11,976
|
+5%
|
|
|
27
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$19.7M
|
+$618K
|
+7,993
|
+3%
|
|
|
28
|
Redwood Investment Management
Scottsdale,
Arizona
|
$18.8M
|
-$15.7M
|
-202,979
|
-44%
|
|
|
29
|
New Hampshire Trust
Concord,
New Hampshire
|
$18.2M
|
+$67.1K
|
+868
|
+0.3%
|
|
|
30
|
Klingman & Associates
New York
|
$18.1M
|
-$538K
|
-6,963
|
-3%
|
|
|
31
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$17M
|
-$310K
|
-4,015
|
-2%
|
|
|
32
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$16.9M
|
-$97.1K
|
-1,257
|
-0.5%
|
|
|
33
|
First National Trust
Hermitage,
Pennsylvania
|
$16.8M
|
-$1.58M
|
-20,446
|
-8%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$16.7M
|
+$404K
|
+5,225
|
+2%
|
|
|
35
|
KWB Wealth
Redlands,
California
|
$16.5M
|
-$187K
|
-2,426
|
-1%
|
|
|
36
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$16.5M
|
+$1.46M
|
+18,869
|
+9%
|
|
|
37
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$16.4M
|
+$249K
|
+3,217
|
+1%
|
|
|
38
|
High Probability Advisors
Pittsford,
New York
|
$16.1M
|
+$444K
|
+5,742
|
+3%
|
|
|
39
|
Convergence Financial
Columbia,
Missouri
|
$15.6M
|
+$2.31M
|
+29,837
|
+16%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$15.4M
|
-$320K
|
-4,142
|
-2%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.9M
|
+$382K
|
+4,941
|
+2%
|
|
|
42
|
Financial Advisory Group
Houston,
Texas
|
$14.8M
|
-$113K
|
-1,465
|
-0.7%
|
|
|
43
|
FAS Wealth Partners
Leawood,
Kansas
|
$14.6M
|
-$299K
|
-3,867
|
-2%
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$13M
|
-$1.17M
|
-15,169
|
-8%
|
|
|
45
|
Lutz Financial Services
Omaha,
Nebraska
|
$12.3M
|
-$519K
|
-6,717
|
-4%
|
|
|
46
|
Asset Dedication LLC
San Francisco,
California
|
$12M
|
-$373K
|
-4,824
|
-3%
|
|
|
47
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$11.9M
|
+$159K
|
+2,058
|
+1%
|
|
|
48
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$11.9M
|
+$1.28M
|
+16,532
|
+11%
|
|
|
49
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$11.2M
|
+$136K
|
+1,758
|
+1%
|
|
|
50
|
Financial Strategies Group
Okemos,
Michigan
|
$11.1M
|
+$344K
|
+4,445
|
+3%
|
|
