|
26
|
Global Retirement Partners
San Rafael,
California
|
$4.16M
|
+$3.91M
|
+83,516
|
New
|
|
|
27
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$4.01M
|
+$3.76M
|
+80,443
|
New
|
|
|
28
|
Graypoint LLC
Albany,
New York
|
$3.9M
|
+$3.67M
|
+78,344
|
New
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.9M
|
-$15.4M
|
-330,056
|
-81%
|
|
|
30
|
Elmwood Wealth Management
Berkeley,
California
|
$3.83M
|
-$296K
|
-6,322
|
-8%
|
|
|
31
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.71M
|
+$178K
|
+3,812
|
+5%
|
|
|
32
|
Private Wealth Partners
Mill Valley,
California
|
$3.62M
|
+$796K
|
+17,000
|
+30%
|
|
|
33
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$3.13M
|
+$360K
|
+7,697
|
+14%
|
|
|
34
|
Davenport & Co
Richmond,
Virginia
|
$2.92M
|
+$543K
|
+11,602
|
+25%
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.87M
|
+$644K
|
+13,767
|
+31%
|
|
|
36
|
Cannon Advisors
Charlotte,
North Carolina
|
$2.81M
|
+$998K
|
+21,334
|
+61%
|
|
|
37
|
Semus Wealth Partners
Boca Raton,
Florida
|
$2.79M
|
+$154K
|
+3,284
|
+6%
|
|
|
38
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.75M
|
+$46.7K
|
+998
|
+2%
|
|
|
39
|
Stifel Financial
St. Louis,
Missouri
|
$2.74M
|
+$374K
|
+7,996
|
+17%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.53M
|
+$368K
|
+7,858
|
+18%
|
|
|
41
|
Horizon Investments
Charlotte,
North Carolina
|
$2.49M
|
+$2.37M
|
+50,607
|
New
|
|
|
42
|
Prosperity Financial Group
San Ramon,
California
|
$2.45M
|
+$194K
|
+4,150
|
+9%
|
|
|
43
|
Founders Financial Securities
Towson,
Maryland
|
$2.43M
|
+$57.7K
|
+1,232
|
+3%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$2.41M
|
+$2.26M
|
+48,368
|
New
|
|
|
45
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$2.37M
|
+$2.23M
|
+47,654
|
New
|
|
|
46
|
Mariner
Overland Park,
Kansas
|
$2.27M
|
-$2.1M
|
-44,793
|
-50%
|
|
|
47
|
Perigon Wealth Management
San Francisco,
California
|
$2.17M
|
+$953K
|
+20,358
|
+88%
|
|
|
48
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$2.13M
|
+$1.75M
|
+37,423
|
+711%
|
|
|
49
|
Delta Investment Management
San Francisco,
California
|
$2.09M
|
+$198K
|
+4,236
|
+11%
|
|
|
50
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$2.04M
|
-$2.47M
|
-52,836
|
-56%
|
|
