|
26
|
MBE Wealth Management
Tomah,
Wisconsin
|
$11M
|
+$1.62M
|
+31,364
|
+17%
|
|
|
27
|
Rakuten Investment Management
Tokyo,
Japan
|
$10.6M
|
+$2.48M
|
+47,900
|
+29%
|
|
|
28
|
Agincourt Capital Management
Richmond,
Virginia
|
$9.76M
|
+$202K
|
+3,900
|
+2%
|
|
|
29
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.59M
|
+$171K
|
+3,304
|
+2%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$9.43M
|
-$39.4M
|
-760,891
|
-80%
|
|
|
31
|
Pure Financial Advisors
San Diego,
California
|
$9.23M
|
+$238K
|
+4,593
|
+3%
|
|
|
32
|
Biltmore Wealth Management
Tempe,
Arizona
|
$8.65M
|
+$432K
|
+8,341
|
+5%
|
|
|
33
|
LPL Financial
San Diego,
California
|
$8.53M
|
-$44.1K
|
-852
|
-0.5%
|
|
|
34
|
Tectonic Advisors
Frisco,
Texas
|
$8.39M
|
+$268K
|
+5,176
|
+3%
|
|
|
35
|
Lido Advisors
Los Angeles,
California
|
$8.04M
|
+$449K
|
+8,681
|
+6%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$7.99M
|
-$5.13M
|
-99,056
|
-38%
|
|
|
37
|
Phoenix Financial
Givatayim,
Israel
|
$7.78M
|
+$7.99M
|
+154,429
|
New
|
|
|
38
|
TPG Financial Advisors
Portland,
Oregon
|
$7.75M
|
+$927K
|
+17,901
|
+13%
|
|
|
39
|
Heritage Financial Services
Westwood,
Massachusetts
|
$7.62M
|
+$1.03M
|
+19,949
|
+15%
|
|
|
40
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.25M
|
+$475K
|
+9,180
|
+7%
|
|
|
41
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$7.14M
|
+$429K
|
+8,279
|
+6%
|
|
|
42
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.69M
|
-$5.02M
|
-96,961
|
-42%
|
|
|
43
|
Cannon Financial Strategists
Athens,
Georgia
|
$6.4M
|
+$677K
|
+13,070
|
+11%
|
|
|
44
|
Wiser Wealth Management
Marietta,
Georgia
|
$6.39M
|
+$446K
|
+8,620
|
+7%
|
|
|
45
|
Cornerstone Management
Duluth,
Georgia
|
$6.3M
|
+$408K
|
+7,874
|
+7%
|
|
|
46
|
Barber Financial Group
Lenexa,
Kansas
|
$6.1M
|
-$1.17M
|
-22,507
|
-16%
|
|
|
47
|
Veracity Capital
Atlanta,
Georgia
|
$5.92M
|
+$1.5M
|
+28,880
|
+33%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$5.8M
|
-$170K
|
-3,275
|
-3%
|
|
|
49
|
Congress Wealth Management
Boston,
Massachusetts
|
$5.65M
|
-$286K
|
-5,519
|
-5%
|
|
|
50
|
Procyon Advisors
Shelton,
Connecticut
|
$5.57M
|
+$172K
|
+3,328
|
+3%
|
|
