|
26
|
Convergence Financial
Columbia,
Missouri
|
$16.2M
|
-$2.83M
|
-37,371
|
-16%
|
|
|
27
|
Avantax Planning Partners
Dubuque,
Iowa
|
$16.1M
|
+$3.71M
|
+48,910
|
+32%
|
|
|
28
|
First National Trust
Hermitage,
Pennsylvania
|
$15.8M
|
+$683K
|
+9,004
|
+5%
|
|
|
29
|
Key Financial Inc
West Chester,
Pennsylvania
|
$15M
|
+$2.21M
|
+29,193
|
+18%
|
|
|
30
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$14.5M
|
-$798K
|
-10,523
|
-5%
|
|
|
31
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$14.4M
|
-$2.77M
|
-36,502
|
-17%
|
|
|
32
|
GHP Investment Advisors
Denver,
Colorado
|
$14.2M
|
+$226K
|
+2,975
|
+2%
|
|
|
33
|
Financial Strategies Group
Okemos,
Michigan
|
$13.9M
|
+$640K
|
+8,443
|
+5%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
+$1.62M
|
+21,306
|
+14%
|
|
|
35
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$13.6M
|
+$598K
|
+7,882
|
+5%
|
|
|
36
|
FAS Wealth Partners
Leawood,
Kansas
|
$12.8M
|
-$1.93M
|
-25,420
|
-14%
|
|
|
37
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$12.6M
|
+$113K
|
+1,487
|
+1%
|
|
|
38
|
Graney & King
Latham,
New York
|
$12.1M
|
+$766K
|
+10,094
|
+7%
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.8M
|
+$7M
|
+92,329
|
+167%
|
|
|
40
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.8M
|
-$1.09M
|
-14,413
|
-9%
|
|
|
41
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.7M
|
+$1.35M
|
+17,755
|
+14%
|
|
|
42
|
One Day In July LLC
Burlington,
Vermont
|
$11.3M
|
+$2.42M
|
+31,881
|
+29%
|
|
|
43
|
Optimist Retirement Group
Bellevue,
Washington
|
$11.2M
|
+$420K
|
+5,539
|
+4%
|
|
|
44
|
KWB Wealth
Redlands,
California
|
$11.1M
|
-$5.76M
|
-75,926
|
-35%
|
|
|
45
|
BIP Wealth
Atlanta,
Georgia
|
$11.1M
|
+$1.15M
|
+15,107
|
+12%
|
|
|
46
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$10.7M
|
-$9.28M
|
-122,287
|
-48%
|
|
|
47
|
IHT Wealth Management
Chicago,
Illinois
|
$10.4M
|
-$2.03M
|
-26,705
|
-17%
|
|
|
48
|
Redwood Investment Management
Scottsdale,
Arizona
|
$10.3M
|
-$4.37M
|
-57,638
|
-31%
|
|
|
49
|
Balanced Wealth Group
Westlake,
Ohio
|
$10.3M
|
+$1.14M
|
+15,086
|
+13%
|
|
|
50
|
Perritt Capital Management
Chicago,
Illinois
|
$10M
|
+$611K
|
+8,056
|
+7%
|
|
