|
26
|
Klingman & Associates
New York
|
$21.7M
|
+$772K
|
+10,444
|
+4%
|
|
|
27
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$19.6M
|
+$671K
|
+9,077
|
+4%
|
|
|
28
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.2M
|
-$6M
|
-81,092
|
-26%
|
|
|
29
|
Avantax Planning Partners
Dubuque,
Iowa
|
$19M
|
-$5.09M
|
-68,830
|
-23%
|
|
|
30
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$18.9M
|
-$638K
|
-8,623
|
-4%
|
|
|
31
|
High Probability Advisors
Pittsford,
New York
|
$18.7M
|
+$129K
|
+1,749
|
+0.8%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$18.6M
|
-$553K
|
-7,480
|
-3%
|
|
|
33
|
Convergence Financial
Columbia,
Missouri
|
$17.3M
|
-$539K
|
-7,282
|
-3%
|
|
|
34
|
Financial Enhancement Group
Anderson,
Indiana
|
$17.2M
|
+$16.5M
|
+222,583
|
New
|
|
|
35
|
Financial Advisory Group
Houston,
Texas
|
$17.2M
|
+$110K
|
+1,488
|
+0.7%
|
|
|
36
|
First National Trust
Hermitage,
Pennsylvania
|
$17.1M
|
-$2M
|
-27,030
|
-12%
|
|
|
37
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$17.1M
|
-$1.5M
|
-20,228
|
-9%
|
|
|
38
|
KWB Wealth
Redlands,
California
|
$16.9M
|
-$872K
|
-11,792
|
-6%
|
|
|
39
|
FAS Wealth Partners
Leawood,
Kansas
|
$16.3M
|
-$391K
|
-5,288
|
-3%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$1.95M
|
-26,319
|
-12%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$14.4M
|
-$474K
|
-6,415
|
-4%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.4M
|
-$2.44M
|
-33,020
|
-16%
|
|
|
43
|
Corient Private Wealth
Miami,
Florida
|
$14.2M
|
+$4.76M
|
+64,336
|
+60%
|
|
|
44
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.1M
|
-$63.6K
|
-860
|
-0.5%
|
|
|
45
|
GHP Investment Advisors
Denver,
Colorado
|
$13.4M
|
+$260K
|
+3,512
|
+2%
|
|
|
46
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$13.2M
|
+$216K
|
+2,926
|
+2%
|
|
|
47
|
Asset Dedication LLC
San Francisco,
California
|
$13.1M
|
-$599K
|
-8,100
|
-5%
|
|
|
48
|
Michael S. Ryan Inc
Latham,
New York
|
$13.1M
|
+$299K
|
+4,046
|
+3%
|
|
|
49
|
Rockbridge Investment Management
Syracuse,
New York
|
$12.9M
|
+$438K
|
+5,928
|
+4%
|
|
|
50
|
Financial Strategies Group
Okemos,
Michigan
|
$12.5M
|
+$132K
|
+1,791
|
+1%
|
|
