|
26
|
Convergence Financial
Columbia,
Missouri
|
$18.8M
|
+$774K
|
+9,080
|
+4%
|
|
|
27
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$18.3M
|
-$410K
|
-4,811
|
-2%
|
|
|
28
|
First National Trust
Hermitage,
Pennsylvania
|
$18.2M
|
+$624K
|
+7,324
|
+4%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.4M
|
-$789K
|
-9,256
|
-4%
|
|
|
30
|
Avantax Planning Partners
Dubuque,
Iowa
|
$17.4M
|
-$472K
|
-5,540
|
-3%
|
|
|
31
|
Key Financial Inc
West Chester,
Pennsylvania
|
$16.8M
|
+$1.02K
|
+12
|
+0%
|
|
|
32
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$16.6M
|
+$529K
|
+6,213
|
+3%
|
|
|
33
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$16.3M
|
+$278K
|
+3,260
|
+2%
|
|
|
34
|
GHP Investment Advisors
Denver,
Colorado
|
$15.9M
|
+$114K
|
+1,339
|
+0.8%
|
|
|
35
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$15.4M
|
+$324K
|
+3,804
|
+2%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$15.3M
|
+$125K
|
+1,465
|
+0.9%
|
|
|
37
|
Financial Strategies Group
Okemos,
Michigan
|
$15.2M
|
+$419K
|
+4,923
|
+3%
|
|
|
38
|
FAS Wealth Partners
Leawood,
Kansas
|
$15M
|
+$703K
|
+8,246
|
+5%
|
|
|
39
|
One Day In July LLC
Burlington,
Vermont
|
$14.8M
|
+$2.11M
|
+24,804
|
+17%
|
|
|
40
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$14.1M
|
+$58.7K
|
+689
|
+0.4%
|
|
|
41
|
Lutz Financial Services
Omaha,
Nebraska
|
$12.8M
|
-$266K
|
-3,123
|
-2%
|
|
|
42
|
Optimist Retirement Group
Bellevue,
Washington
|
$12.5M
|
+$60.3K
|
+708
|
+0.5%
|
|
|
43
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.7M
|
-$1.21M
|
-14,225
|
-10%
|
|
|
44
|
BIP Wealth
Atlanta,
Georgia
|
$11.7M
|
-$686K
|
-8,049
|
-6%
|
|
|
45
|
IHT Wealth Management
Chicago,
Illinois
|
$11.6M
|
-$19.6K
|
-230
|
-0.2%
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.4M
|
-$1.66M
|
-19,475
|
-13%
|
|
|
47
|
Raymond James Financial
St Petersburg,
Florida
|
$11.2M
|
+$3.25M
|
+38,199
|
+43%
|
|
|
48
|
Perritt Capital Management
Chicago,
Illinois
|
$11.2M
|
+$85.4K
|
+1,002
|
+0.8%
|
|
|
49
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$10.9M
|
+$45.1K
|
+529
|
+0.4%
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.7M
|
+$275K
|
+3,229
|
+3%
|
|
