|
26
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$12.1M
|
+$3.87M
|
+78,164
|
+47%
|
|
|
27
|
PGIM Custom Harvest
Newark,
New Jersey
|
$11.4M
|
+$11.4M
|
+229,757
|
New
|
|
|
28
|
Agincourt Capital Management
Richmond,
Virginia
|
$9.38M
|
–
|
–
|
–
|
|
|
29
|
MBE Wealth Management
Tomah,
Wisconsin
|
$9.28M
|
+$1.9M
|
+38,274
|
+26%
|
|
|
30
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.25M
|
+$1.44M
|
+28,985
|
+18%
|
|
|
31
|
Pure Financial Advisors
San Diego,
California
|
$8.83M
|
+$611K
|
+12,324
|
+7%
|
|
|
32
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$8.57M
|
–
|
–
|
–
|
|
|
33
|
LPL Financial
San Diego,
California
|
$8.41M
|
+$165K
|
+3,336
|
+2%
|
|
|
34
|
Rakuten Investment Management
Tokyo,
Japan
|
$8.34M
|
+$2.79M
|
+56,200
|
+50%
|
|
|
35
|
Biltmore Wealth Management
Tempe,
Arizona
|
$8.07M
|
+$401K
|
+8,087
|
+5%
|
|
|
36
|
Tectonic Advisors
Frisco,
Texas
|
$7.98M
|
+$1.09M
|
+22,000
|
+16%
|
|
|
37
|
Lido Advisors
Los Angeles,
California
|
$7.46M
|
+$190K
|
+3,830
|
+3%
|
|
|
38
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.43M
|
+$7.44M
|
+150,221
|
New
|
|
|
39
|
Barber Financial Group
Lenexa,
Kansas
|
$7.1M
|
-$436K
|
-8,802
|
-6%
|
|
|
40
|
TPG Financial Advisors
Portland,
Oregon
|
$6.72M
|
-$752K
|
-15,171
|
-10%
|
|
|
41
|
ERn Financial LLC
Middleton,
Wisconsin
|
$6.66M
|
-$116K
|
-2,338
|
-2%
|
|
|
42
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$6.6M
|
+$948K
|
+19,133
|
+17%
|
|
|
43
|
Heritage Financial Services
Westwood,
Massachusetts
|
$6.49M
|
-$2.6M
|
-52,442
|
-29%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.43M
|
+$613K
|
+12,370
|
+11%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$5.86M
|
+$1.64K
|
+33
|
+0%
|
|
|
46
|
Wiser Wealth Management
Marietta,
Georgia
|
$5.85M
|
+$132K
|
+2,665
|
+2%
|
|
|
47
|
Congress Wealth Management
Boston,
Massachusetts
|
$5.82M
|
-$1.59M
|
-32,001
|
-21%
|
|
|
48
|
Cornerstone Management
Duluth,
Georgia
|
$5.8M
|
+$232K
|
+4,677
|
+4%
|
|
|
49
|
Cannon Financial Strategists
Athens,
Georgia
|
$5.63M
|
+$460K
|
+9,286
|
+9%
|
|
|
50
|
Congress Asset Management
Boston,
Massachusetts
|
$5.62M
|
-$1.58M
|
-31,893
|
-22%
|
|
