|
26
|
Heritage Financial Services
Westwood,
Massachusetts
|
$8.73M
|
-$84.7K
|
-1,538
|
-0.8%
|
|
|
27
|
Phoenix Financial
Givatayim,
Israel
|
$8.56M
|
+$4M
|
+72,651
|
+68%
|
|
|
28
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$8.23M
|
–
|
–
|
–
|
|
|
29
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$7.94M
|
+$728K
|
+13,222
|
+9%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$7.92M
|
-$109K
|
-1,980
|
-1%
|
|
|
31
|
Pure Financial Advisors
San Diego,
California
|
$7.9M
|
+$1.26M
|
+22,975
|
+16%
|
|
|
32
|
|
$7.72M
|
+$1.11M
|
+20,212
|
+14%
|
|
|
33
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.51M
|
-$14.7K
|
-267
|
-0.2%
|
|
|
34
|
Biltmore Wealth Management
Tempe,
Arizona
|
$7.37M
|
-$1.43K
|
-26
|
-0%
|
|
|
35
|
Barber Financial Group
Lenexa,
Kansas
|
$7.24M
|
-$726K
|
-13,187
|
-8%
|
|
|
36
|
TPG Financial Advisors
Portland,
Oregon
|
$7.18M
|
+$3.69K
|
+67
|
+0%
|
|
|
37
|
Congress Wealth Management
Boston,
Massachusetts
|
$7.11M
|
-$239K
|
-4,338
|
-3%
|
|
|
38
|
MBE Wealth Management
Tomah,
Wisconsin
|
$7.09M
|
+$342K
|
+6,205
|
+4%
|
|
|
39
|
Lido Advisors
Los Angeles,
California
|
$6.98M
|
-$51.4K
|
-933
|
-0.6%
|
|
|
40
|
Congress Asset Management
Boston,
Massachusetts
|
$6.92M
|
-$245K
|
-4,450
|
-3%
|
|
|
41
|
SBK Financial
Richmond,
Virginia
|
$6.88M
|
-$5.45M
|
-98,996
|
-41%
|
|
|
42
|
Colony Group
Boston,
Massachusetts
|
$6.7M
|
-$52.1K
|
-946
|
-0.7%
|
|
|
43
|
Tectonic Advisors
Frisco,
Texas
|
$6.62M
|
–
|
–
|
–
|
|
|
44
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.51M
|
+$78.6K
|
+1,427
|
+1%
|
|
|
45
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$6.44M
|
-$1.69M
|
-30,666
|
-18%
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$6.25M
|
+$111K
|
+2,025
|
+2%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$5.62M
|
-$84.6K
|
-1,537
|
-1%
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.59M
|
-$1.62M
|
-29,472
|
-20%
|
|
|
49
|
Wiser Wealth Management
Marietta,
Georgia
|
$5.49M
|
+$505K
|
+9,181
|
+9%
|
|
|
50
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$5.43M
|
+$2.38M
|
+43,243
|
+61%
|
|
