|
26
|
Klingman & Associates
New York
|
$20.1M
|
-$96.6K
|
-1,216
|
-0.5%
|
|
|
27
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$20M
|
+$1.1M
|
+13,845
|
+6%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.4M
|
+$635K
|
+7,997
|
+3%
|
|
|
29
|
KWB Wealth
Redlands,
California
|
$16M
|
-$343K
|
-4,325
|
-2%
|
|
|
30
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$15.8M
|
+$16M
|
+201,615
|
New
|
|
|
31
|
Convergence Financial
Columbia,
Missouri
|
$15.6M
|
+$287K
|
+3,620
|
+2%
|
|
|
32
|
First National Trust
Hermitage,
Pennsylvania
|
$14.3M
|
-$484K
|
-6,099
|
-3%
|
|
|
33
|
FAS Wealth Partners
Leawood,
Kansas
|
$14.1M
|
-$1.29M
|
-16,247
|
-8%
|
|
|
34
|
Avantax Planning Partners
Dubuque,
Iowa
|
$13.6M
|
-$3.51M
|
-44,218
|
-20%
|
|
|
35
|
Rockbridge Investment Management
Syracuse,
New York
|
$13.5M
|
+$550K
|
+6,928
|
+4%
|
|
|
36
|
|
$13.5M
|
-$8.97M
|
-112,895
|
-40%
|
|
|
37
|
Lutz Financial Services
Omaha,
Nebraska
|
$13.2M
|
-$216K
|
-2,724
|
-2%
|
|
|
38
|
GHP Investment Advisors
Denver,
Colorado
|
$13M
|
+$218K
|
+2,739
|
+2%
|
|
|
39
|
Mariner
Overland Park,
Kansas
|
$12.6M
|
+$665K
|
+8,378
|
+6%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$12.4M
|
-$5.22M
|
-65,677
|
-29%
|
|
|
41
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$12.4M
|
-$335K
|
-4,213
|
-3%
|
|
|
42
|
Financial Strategies Group
Okemos,
Michigan
|
$12.3M
|
+$410K
|
+5,168
|
+3%
|
|
|
43
|
Key Financial Inc
West Chester,
Pennsylvania
|
$12.2M
|
+$850K
|
+10,707
|
+7%
|
|
|
44
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.1M
|
+$785K
|
+9,883
|
+7%
|
|
|
45
|
Michael S. Ryan Inc
Latham,
New York
|
$12M
|
-$2.03M
|
-25,532
|
-14%
|
|
|
46
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$11.8M
|
+$641K
|
+8,071
|
+6%
|
|
|
47
|
Asset Dedication LLC
San Francisco,
California
|
$11.4M
|
-$208K
|
-2,623
|
-2%
|
|
|
48
|
Capasso Planning Partners
Charleston,
South Carolina
|
$11.4M
|
-$286K
|
-3,601
|
-2%
|
|
|
49
|
Corient Private Wealth
Miami,
Florida
|
$11.1M
|
-$1.13M
|
-14,217
|
-9%
|
|
|
50
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$10.4M
|
-$180K
|
-2,272
|
-2%
|
|
