|
26
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$21.6M
|
-$482K
|
-6,006
|
-2%
|
|
|
27
|
Klingman & Associates
New York
|
$21.4M
|
-$201K
|
-2,512
|
-1%
|
|
|
28
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$20M
|
+$437K
|
+5,449
|
+2%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.9M
|
+$5.39M
|
+67,191
|
+39%
|
|
|
30
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$19.4M
|
+$553K
|
+6,895
|
+3%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$18.6M
|
+$28.9K
|
+361
|
+0.2%
|
|
|
32
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.4M
|
-$731K
|
-9,112
|
-4%
|
|
|
33
|
Financial Advisory Group
Houston,
Texas
|
$18.2M
|
+$1.07M
|
+13,378
|
+6%
|
|
|
34
|
Avantax Planning Partners
Dubuque,
Iowa
|
$18.1M
|
-$875K
|
-10,913
|
-5%
|
|
|
35
|
Financial Enhancement Group
Anderson,
Indiana
|
$17.9M
|
+$667K
|
+8,316
|
+4%
|
|
|
36
|
KWB Wealth
Redlands,
California
|
$16.3M
|
-$433K
|
-5,397
|
-3%
|
|
|
37
|
FAS Wealth Partners
Leawood,
Kansas
|
$16.3M
|
+$30.6K
|
+382
|
+0.2%
|
|
|
38
|
Convergence Financial
Columbia,
Missouri
|
$16.2M
|
-$1.02M
|
-12,663
|
-6%
|
|
|
39
|
First National Trust
Hermitage,
Pennsylvania
|
$15.7M
|
-$1.36M
|
-16,938
|
-8%
|
|
|
40
|
Michael S. Ryan Inc
Latham,
New York
|
$14.8M
|
+$1.74M
|
+21,719
|
+14%
|
|
|
41
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.2M
|
+$143K
|
+1,779
|
+1%
|
|
|
42
|
Rockbridge Investment Management
Syracuse,
New York
|
$13.7M
|
+$814K
|
+10,152
|
+7%
|
|
|
43
|
GHP Investment Advisors
Denver,
Colorado
|
$13.6M
|
+$190K
|
+2,372
|
+1%
|
|
|
44
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$13.4M
|
+$330K
|
+4,115
|
+3%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$13M
|
-$1.11M
|
-13,835
|
-8%
|
|
|
46
|
Mariner
Overland Park,
Kansas
|
$12.6M
|
-$1.7M
|
-21,257
|
-12%
|
|
|
47
|
Financial Strategies Group
Okemos,
Michigan
|
$12.5M
|
-$190K
|
-2,374
|
-2%
|
|
|
48
|
Capasso Planning Partners
Charleston,
South Carolina
|
$12.4M
|
+$585K
|
+7,298
|
+5%
|
|
|
49
|
Asset Dedication LLC
San Francisco,
California
|
$12.3M
|
-$689K
|
-8,591
|
-5%
|
|
|
50
|
Key Financial Inc
West Chester,
Pennsylvania
|
$12.1M
|
+$576K
|
+7,188
|
+5%
|
|
