|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.3M
|
+$1.7M
|
+20,319
|
+8%
|
|
|
27
|
Klingman & Associates
New York
|
$22.3M
|
+$14.2K
|
+170
|
+0.1%
|
|
|
28
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$22.2M
|
-$228K
|
-2,724
|
-1%
|
|
|
29
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$22.1M
|
-$26.8K
|
-320
|
-0.1%
|
|
|
30
|
Convergence Financial
Columbia,
Missouri
|
$19M
|
+$1.65M
|
+19,696
|
+10%
|
|
|
31
|
KWB Wealth
Redlands,
California
|
$18.8M
|
+$3.98M
|
+47,518
|
+25%
|
|
|
32
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$17.6M
|
+$118K
|
+1,406
|
+0.7%
|
|
|
33
|
First National Trust
Hermitage,
Pennsylvania
|
$16.9M
|
+$1.02M
|
+12,127
|
+7%
|
|
|
34
|
Tradewinds Capital Management
Bellingham,
Washington
|
$16.8M
|
+$16.1M
|
+191,776
|
+15,006%
|
|
|
35
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$15.9M
|
+$15.3M
|
+183,012
|
New
|
|
|
36
|
FAS Wealth Partners
Leawood,
Kansas
|
$15.6M
|
-$52.1K
|
-623
|
-0.3%
|
|
|
37
|
GHP Investment Advisors
Denver,
Colorado
|
$14.7M
|
+$248K
|
+2,966
|
+2%
|
|
|
38
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.5M
|
-$147K
|
-1,760
|
-1%
|
|
|
39
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$14.3M
|
+$1.19M
|
+14,264
|
+9%
|
|
|
40
|
Key Financial Inc
West Chester,
Pennsylvania
|
$14M
|
+$393K
|
+4,701
|
+3%
|
|
|
41
|
Financial Strategies Group
Okemos,
Michigan
|
$13.9M
|
+$95.6K
|
+1,142
|
+0.7%
|
|
|
42
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$13.7M
|
-$39.5K
|
-472
|
-0.3%
|
|
|
43
|
Michael S. Ryan Inc
Latham,
New York
|
$13.5M
|
+$193K
|
+2,306
|
+2%
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$13M
|
+$1.56M
|
+18,586
|
+14%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
-$734K
|
-8,764
|
-6%
|
|
|
46
|
Capasso Planning Partners
Charleston,
South Carolina
|
$12.9M
|
+$293K
|
+3,498
|
+2%
|
|
|
47
|
NWAM LLC
Mercer Island,
Washington
|
$12.7M
|
+$12.3M
|
+146,474
|
New
|
|
|
48
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.7M
|
-$734K
|
-8,773
|
-6%
|
|
|
49
|
Asset Dedication LLC
San Francisco,
California
|
$12.4M
|
-$296K
|
-3,532
|
-2%
|
|
|
50
|
Avantax Planning Partners
Dubuque,
Iowa
|
$12.1M
|
-$2.83M
|
-33,831
|
-20%
|
|
