|
26
|
Zuckerman Investment Group
Chicago,
Illinois
|
$15.1M
|
-$756K
|
-5,986
|
-5%
|
|
|
27
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$15.1M
|
+$57.1K
|
+452
|
+0.4%
|
|
|
28
|
|
$15M
|
-$741K
|
-5,866
|
-5%
|
|
|
29
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$14.9M
|
-$759K
|
-6,010
|
-5%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.8M
|
+$1.09M
|
+8,659
|
+8%
|
|
|
31
|
Estate Counselors
Thiensville,
Wisconsin
|
$14.7M
|
+$58.7K
|
+465
|
+0.4%
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.3M
|
-$771K
|
-6,105
|
-6%
|
|
|
33
|
Greenline Partners
New York
|
$13M
|
+$148K
|
+1,170
|
+1%
|
|
|
34
|
Allen Wealth Management
Boone,
North Carolina
|
$12.1M
|
+$409K
|
+3,238
|
+4%
|
|
|
35
|
Swan Capital
Pensacola,
Florida
|
$11.7M
|
-$2.15M
|
-17,003
|
-16%
|
|
|
36
|
Mercer Global Advisors
Denver,
Colorado
|
$11.3M
|
+$81.3K
|
+644
|
+0.7%
|
|
|
37
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11M
|
-$1.97M
|
-15,571
|
-16%
|
|
|
38
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.8M
|
-$1.21M
|
-9,606
|
-10%
|
|
|
39
|
BFSG LLC
Irvine,
California
|
$10.7M
|
-$542K
|
-4,294
|
-5%
|
|
|
40
|
M&T Bank
Buffalo,
New York
|
$10.1M
|
-$409K
|
-3,237
|
-4%
|
|
|
41
|
Congress Wealth Management
Boston,
Massachusetts
|
$9.36M
|
+$8.05M
|
+63,723
|
+764%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$8.77M
|
-$87.5K
|
-693
|
-1%
|
|
|
43
|
Roundview Capital
Princeton,
New Jersey
|
$8.45M
|
-$61.5K
|
-487
|
-0.7%
|
|
|
44
|
KCM Investment Advisors
Greenbrae,
California
|
$7.64M
|
-$418K
|
-3,308
|
-5%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$7.56M
|
-$124K
|
-984
|
-2%
|
|
|
46
|
Evelyn Partners Asset Management
London,
|
$7.55M
|
+$172K
|
+1,366
|
+2%
|
|
|
47
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.21M
|
+$2.42M
|
+19,161
|
+53%
|
|
|
48
|
Evolution Wealth Advisors
Aventura,
Florida
|
$7.19M
|
-$138K
|
-1,090
|
-2%
|
|
|
49
|
Atria Wealth Solutions
New York
|
$7.1M
|
-$1.56M
|
-12,371
|
-18%
|
|
|
50
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$6.95M
|
-$1.36M
|
-10,781
|
-17%
|
|
