|
26
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$13.3M
|
+$592K
|
+8,221
|
+4%
|
|
|
27
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$12.6M
|
-$31K
|
-430
|
-0.2%
|
|
|
28
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$11.9M
|
+$12.4M
|
+172,705
|
New
|
|
|
29
|
Signet Financial Management
Parsippany,
New Jersey
|
$11.7M
|
-$76.1K
|
-1,057
|
-0.6%
|
|
|
30
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$10.8M
|
+$737K
|
+10,235
|
+7%
|
|
|
31
|
Private Advisor Group
Morristown,
New Jersey
|
$10.7M
|
+$2.93M
|
+40,676
|
+36%
|
|
|
32
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$10.6M
|
+$62.3K
|
+865
|
+0.6%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.3M
|
+$2.33M
|
+32,280
|
+28%
|
|
|
34
|
KWB Wealth
Redlands,
California
|
$9.3M
|
-$104K
|
-1,449
|
-1%
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$9.03M
|
+$249K
|
+3,454
|
+3%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.91M
|
+$87.8K
|
+1,219
|
+1%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$8.9M
|
+$81K
|
+1,124
|
+0.9%
|
|
|
38
|
ETFidea
Syracuse,
New York
|
$8.48M
|
–
|
–
|
–
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$7.48M
|
-$4.19M
|
-58,208
|
-35%
|
|
|
40
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$6.43M
|
-$306K
|
-4,242
|
-4%
|
|
|
41
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$6.39M
|
-$408K
|
-5,663
|
-6%
|
|
|
42
|
Diligent Investors
Redlands,
California
|
$6.38M
|
-$745K
|
-10,335
|
-10%
|
|
|
43
|
Executive Wealth Management
Brighton,
Michigan
|
$6.09M
|
+$6.34M
|
+88,018
|
New
|
|
|
44
|
SFG Wealth Management
Towson,
Maryland
|
$5.96M
|
+$2.72M
|
+37,804
|
+78%
|
|
|
45
|
Mercer Global Advisors
Denver,
Colorado
|
$5.32M
|
-$397K
|
-5,514
|
-7%
|
|
|
46
|
ERn Financial LLC
Middleton,
Wisconsin
|
$5.11M
|
-$128K
|
-1,770
|
-2%
|
|
|
47
|
Avantax Planning Partners
Dubuque,
Iowa
|
$5.09M
|
-$426K
|
-5,909
|
-7%
|
|
|
48
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.91M
|
-$119K
|
-1,645
|
-2%
|
|
|
49
|
Pathstone Family Office
Englewood,
New Jersey
|
$4.88M
|
+$5.08M
|
+70,562
|
New
|
|
|
50
|
WealthShield Partners
Cary,
North Carolina
|
$4.65M
|
-$152K
|
-2,110
|
-3%
|
|
