|
26
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$47.9M
|
+$3.74M
|
+307,788
|
+8%
|
|
|
27
|
JMG Financial Group
Downers Grove,
Illinois
|
$46.7M
|
+$17.1M
|
+1,406,418
|
+44%
|
|
|
28
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$45.8M
|
+$3.31M
|
+272,454
|
+6%
|
|
|
29
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$45.6M
|
+$19.4M
|
+1,594,146
|
+55%
|
|
|
30
|
Financial Management Professionals
Austin,
Texas
|
$44.9M
|
-$4.19M
|
-345,096
|
-7%
|
|
|
31
|
Sequoia Financial Advisors
Akron,
Ohio
|
$44.1M
|
+$11.3M
|
+926,460
|
+27%
|
|
|
32
|
WealthSource Partners
San Luis Obispo,
California
|
$42.2M
|
+$19.5M
|
+1,607,502
|
+64%
|
|
|
33
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$41.9M
|
+$10.8M
|
+892,632
|
+28%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$41.3M
|
+$3.9M
|
+320,712
|
+9%
|
|
|
35
|
Apriem Advisors
Irvine,
California
|
$40M
|
-$54.6M
|
-4,495,380
|
-53%
|
|
|
36
|
Wealthspire Advisors (New York)
New York
|
$38.9M
|
+$46.3M
|
+3,808,200
|
New
|
|
|
37
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$38.7M
|
+$7.26M
|
+597,630
|
+19%
|
|
|
38
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$38.2M
|
+$1.95M
|
+160,668
|
+4%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$34M
|
+$2.79M
|
+229,626
|
+7%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$32.9M
|
-$803K
|
-66,090
|
-2%
|
|
|
41
|
Lighthouse Financial Advisors
New Market,
Maryland
|
$32.7M
|
+$3.18M
|
+261,744
|
+9%
|
|
|
42
|
Bangor Savings Bank
Bangor,
Maine
|
$31.6M
|
+$2.35M
|
+193,476
|
+7%
|
|
|
43
|
Parsec Financial Management
Asheville,
North Carolina
|
$29.6M
|
+$11M
|
+906,384
|
+46%
|
|
|
44
|
Planning Alternatives
Birmingham,
Michigan
|
$29.5M
|
+$2.66M
|
+219,024
|
+8%
|
|
|
45
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$27.5M
|
-$7.77M
|
-639,726
|
-19%
|
|
|
46
|
Adams Wealth Management
Logan,
Utah
|
$27.2M
|
+$32.3M
|
+2,662,122
|
New
|
|
|
47
|
Matrix Trust Company
Denver,
Colorado
|
$26.9M
|
-$397K
|
-32,694
|
-1%
|
|
|
48
|
Cooper/Haims Advisors
Victor,
New York
|
$26.9M
|
-$17.4M
|
-1,430,148
|
-35%
|
|
|
49
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$25.7M
|
+$3.52M
|
+289,548
|
+13%
|
|
|
50
|
Courage Miller Partners
Norfolk,
Virginia
|
$25.5M
|
+$644K
|
+53,016
|
+2%
|
|
