|
26
|
Convergence Financial
Columbia,
Missouri
|
$20.4M
|
+$1.41M
|
+15,726
|
+7%
|
|
|
27
|
KWB Wealth
Redlands,
California
|
$20.2M
|
-$640K
|
-7,167
|
-3%
|
|
|
28
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$18.9M
|
+$2.96M
|
+33,094
|
+18%
|
|
|
29
|
Avior Wealth Management
Omaha,
Nebraska
|
$18M
|
-$14.5M
|
-162,300
|
-44%
|
|
|
30
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$18M
|
+$278K
|
+3,111
|
+2%
|
|
|
31
|
First National Trust
Hermitage,
Pennsylvania
|
$17.1M
|
+$121K
|
+1,354
|
+0.7%
|
|
|
32
|
FAS Wealth Partners
Leawood,
Kansas
|
$15.7M
|
+$38.7K
|
+433
|
+0.2%
|
|
|
33
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$15.4M
|
+$1.06M
|
+11,903
|
+7%
|
|
|
34
|
GHP Investment Advisors
Denver,
Colorado
|
$15.1M
|
+$353K
|
+3,948
|
+2%
|
|
|
35
|
Key Financial Inc
West Chester,
Pennsylvania
|
$14.2M
|
+$165K
|
+1,845
|
+1%
|
|
|
36
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.1M
|
-$477K
|
-5,337
|
-3%
|
|
|
37
|
Michael S. Ryan Inc
Latham,
New York
|
$14M
|
+$497K
|
+5,563
|
+4%
|
|
|
38
|
Redwood Investment Management
Scottsdale,
Arizona
|
$13.8M
|
+$6.74M
|
+75,457
|
+91%
|
|
|
39
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$13.6M
|
-$142K
|
-1,593
|
-1%
|
|
|
40
|
Financial Strategies Group
Okemos,
Michigan
|
$13.4M
|
-$169K
|
-1,888
|
-1%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
+$234K
|
+2,620
|
+2%
|
|
|
42
|
NWAM LLC
Mercer Island,
Washington
|
$13M
|
+$252K
|
+2,825
|
+2%
|
|
|
43
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$13M
|
+$2.5M
|
+27,981
|
+23%
|
|
|
44
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.9M
|
+$108K
|
+1,206
|
+0.8%
|
|
|
45
|
IHT Wealth Management
Chicago,
Illinois
|
$12.8M
|
+$10.8M
|
+120,783
|
+465%
|
|
|
46
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$12.3M
|
+$12.6M
|
+141,500
|
New
|
|
|
47
|
Avantax Planning Partners
Dubuque,
Iowa
|
$11.9M
|
-$255K
|
-2,857
|
-2%
|
|
|
48
|
Capasso Planning Partners
Charleston,
South Carolina
|
$11.9M
|
-$1.15M
|
-12,866
|
-9%
|
|
|
49
|
Graney & King
Latham,
New York
|
$11.7M
|
+$12.1M
|
+135,768
|
New
|
|
|
50
|
Optimist Retirement Group
Bellevue,
Washington
|
$11.7M
|
+$514K
|
+5,757
|
+4%
|
|
