|
26
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$11.5M
|
+$5.19M
|
+88,340
|
+69%
|
|
|
27
|
Victory Capital Management
San Antonio,
Texas
|
$10.2M
|
-$17.5M
|
-298,259
|
-61%
|
|
|
28
|
Heritage Financial Services
Westwood,
Massachusetts
|
$9.89M
|
-$120K
|
-2,040
|
-1%
|
|
|
29
|
Agincourt Capital Management
Richmond,
Virginia
|
$9.89M
|
-$11.2M
|
-191,150
|
-51%
|
|
|
30
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$9.26M
|
-$7.76M
|
-132,032
|
-43%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$9.01M
|
+$154K
|
+2,616
|
+2%
|
|
|
32
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$8.88M
|
-$339K
|
-5,764
|
-3%
|
|
|
33
|
Barber Financial Group
Lenexa,
Kansas
|
$8.84M
|
-$1.1M
|
-18,783
|
-10%
|
|
|
34
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.77M
|
-$610K
|
-10,379
|
-6%
|
|
|
35
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.46M
|
+$747K
|
+12,699
|
+9%
|
|
|
36
|
Biltmore Wealth Management
Tempe,
Arizona
|
$8.29M
|
-$186K
|
-3,170
|
-2%
|
|
|
37
|
Congress Wealth Management
Boston,
Massachusetts
|
$8.22M
|
-$214K
|
-3,638
|
-2%
|
|
|
38
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$8.22M
|
+$3.82M
|
+64,967
|
+73%
|
|
|
39
|
TPG Financial Advisors
Portland,
Oregon
|
$8.06M
|
+$187K
|
+3,186
|
+2%
|
|
|
40
|
Congress Asset Management
Boston,
Massachusetts
|
$8.01M
|
+$353
|
+6
|
+0%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$8M
|
-$627K
|
-10,663
|
-7%
|
|
|
42
|
Lido Advisors
Los Angeles,
California
|
$7.9M
|
-$265K
|
-4,507
|
-3%
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.86M
|
-$4.11M
|
-69,928
|
-32%
|
|
|
44
|
Pure Financial Advisors
San Diego,
California
|
$7.65M
|
+$560K
|
+9,526
|
+7%
|
|
|
45
|
MBE Wealth Management
Tomah,
Wisconsin
|
$7.64M
|
+$66.5K
|
+1,131
|
+0.8%
|
|
|
46
|
|
$7.6M
|
+$6.33M
|
+107,665
|
+310%
|
|
|
47
|
Colony Group
Boston,
Massachusetts
|
$7.58M
|
+$470K
|
+8,001
|
+6%
|
|
|
48
|
Tectonic Advisors
Frisco,
Texas
|
$7.44M
|
–
|
–
|
–
|
|
|
49
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.24M
|
-$862K
|
-14,663
|
-10%
|
|
|
50
|
UBS Group
Zurich,
Switzerland
|
$6.91M
|
-$273K
|
-4,639
|
-3%
|
|
