|
26
|
Prosperity Planning
Kansas City,
Missouri
|
$24.4M
|
–
|
–
|
–
|
|
|
27
|
LPL Financial
San Diego,
California
|
$23.8M
|
-$1.08M
|
-22,978
|
-4%
|
|
|
28
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$23.4M
|
+$13.5M
|
+286,432
|
+129%
|
|
|
29
|
Destination Wealth Management
Walnut Creek,
California
|
$23M
|
+$923K
|
+19,554
|
+4%
|
|
|
30
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$21.2M
|
-$2.31M
|
-48,954
|
-10%
|
|
|
31
|
Courage Miller Partners
Norfolk,
Virginia
|
$21M
|
-$247K
|
-5,244
|
-1%
|
|
|
32
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$19.9M
|
+$1.68M
|
+35,572
|
+9%
|
|
|
33
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.8M
|
-$849K
|
-17,993
|
-4%
|
|
|
34
|
Maryland Capital Advisors
Chester,
Maryland
|
$19M
|
+$1.98M
|
+41,955
|
+11%
|
|
|
35
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$18.9M
|
-$3.53M
|
-74,843
|
-15%
|
|
|
36
|
Opal Wealth Advisors
Jericho,
New York
|
$18.8M
|
-$554K
|
-11,735
|
-3%
|
|
|
37
|
AE Wealth Management
Topeka,
Kansas
|
$18.6M
|
+$1.35M
|
+28,606
|
+8%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.3M
|
-$3.65M
|
-77,354
|
-16%
|
|
|
39
|
Meeder Asset Management
Dublin,
Ohio
|
$18.2M
|
+$3.17M
|
+67,207
|
+21%
|
|
|
40
|
|
$16M
|
+$1.1M
|
+23,351
|
+7%
|
|
|
41
|
|
$15.2M
|
-$4.82M
|
-102,196
|
-24%
|
|
|
42
|
Old North State Trust
Greensboro,
North Carolina
|
$15M
|
+$15.4M
|
+325,862
|
+100,265%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$15M
|
+$4.91M
|
+104,008
|
+47%
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
$14.8M
|
-$334K
|
-7,078
|
-2%
|
|
|
45
|
Harbour Investments
Madison,
Wisconsin
|
$13.3M
|
–
|
–
|
–
|
|
|
46
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$12.7M
|
+$594K
|
+12,589
|
+5%
|
|
|
47
|
Cannon Financial Strategists
Athens,
Georgia
|
$12.3M
|
+$743K
|
+15,756
|
+6%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.1M
|
+$40.1K
|
+849
|
+0.3%
|
|
|
49
|
Fiduciary Group
Savannah,
Georgia
|
$11.8M
|
-$381K
|
-8,073
|
-3%
|
|
|
50
|
MBL Wealth
Charlotte,
North Carolina
|
$11.7M
|
+$4.64M
|
+98,265
|
+63%
|
|
