|
26
|
|
$32.5M
|
-$5.84M
|
-196,296
|
-15%
|
|
|
27
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$32.5M
|
+$3.55M
|
+119,542
|
+13%
|
|
|
28
|
Money Design
Tokyo,
Japan
|
$31.6M
|
+$2.19M
|
+73,773
|
+8%
|
|
|
29
|
Clear Creek Financial Management
Silverdale,
Washington
|
$30.1M
|
+$9.72M
|
+327,138
|
+50%
|
|
|
30
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$29.7M
|
+$471K
|
+15,840
|
+2%
|
|
|
31
|
Private Advisor Group
Morristown,
New Jersey
|
$29.2M
|
+$27.6M
|
+929,400
|
+2,500%
|
|
|
32
|
Astoria Strategic Wealth
Conroe,
Texas
|
$29.1M
|
-$1.62M
|
-54,654
|
-5%
|
|
|
33
|
Global Financial Private Capital
Sarasota,
Florida
|
$28.3M
|
-$1.08M
|
-36,222
|
-4%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$27.4M
|
+$1.89M
|
+63,694
|
+8%
|
|
|
35
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$26.8M
|
-$12.8M
|
-431,405
|
-33%
|
|
|
36
|
United Capital Financial Advisors
Irving,
Texas
|
$26.8M
|
+$249K
|
+8,375
|
+1%
|
|
|
37
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$25.5M
|
+$5.36M
|
+180,182
|
+27%
|
|
|
38
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$25.4M
|
-$1.16M
|
-38,868
|
-4%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$25M
|
+$4.24M
|
+142,796
|
+21%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.8M
|
+$12.2M
|
+409,084
|
+99%
|
|
|
41
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$24.1M
|
+$23.7M
|
+796,639
|
New
|
|
|
42
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$24.1M
|
+$9.05M
|
+304,560
|
+62%
|
|
|
43
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$22.6M
|
+$5.59M
|
+188,097
|
+34%
|
|
|
44
|
Waverly Advisors
Birmingham,
Alabama
|
$21.3M
|
+$1.29M
|
+43,277
|
+7%
|
|
|
45
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$19M
|
+$1.47M
|
+49,398
|
+9%
|
|
|
46
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.7M
|
+$13.9M
|
+466,979
|
+304%
|
|
|
47
|
Good Life Advisors
Reading,
Pennsylvania
|
$18.7M
|
+$18.4M
|
+619,386
|
New
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$17.7M
|
+$17.4M
|
+586,981
|
New
|
|
|
49
|
Financial Strategies Group
Okemos,
Michigan
|
$16.7M
|
-$2.42M
|
-81,323
|
-13%
|
|
|
50
|
Brio Consultants
San Francisco,
California
|
$16.5M
|
-$290K
|
-9,762
|
-2%
|
|
