|
26
|
Waller Financial Planning Group
Columbus,
Ohio
|
$42.9M
|
+$2.91K
|
+98
|
+0%
|
|
|
27
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$42M
|
-$1.8M
|
-60,370
|
-4%
|
|
|
28
|
KWB Wealth
Redlands,
California
|
$37.5M
|
+$1.01M
|
+33,914
|
+3%
|
|
|
29
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$36.6M
|
+$1.84M
|
+61,755
|
+5%
|
|
|
30
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$35.5M
|
-$4.3M
|
-144,440
|
-11%
|
|
|
31
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$35.4M
|
+$292K
|
+9,810
|
+0.8%
|
|
|
32
|
Reston Wealth Management
Reston,
Virginia
|
$32.8M
|
-$267K
|
-8,988
|
-0.8%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.1M
|
+$1.47M
|
+49,368
|
+5%
|
|
|
34
|
Park Avenue Securities
New York
|
$27.8M
|
+$10.1M
|
+341,173
|
+57%
|
|
|
35
|
Astoria Strategic Wealth
Conroe,
Texas
|
$27.7M
|
-$347K
|
-11,659
|
-1%
|
|
|
36
|
Waverly Advisors
Birmingham,
Alabama
|
$27.6M
|
+$785K
|
+26,388
|
+3%
|
|
|
37
|
Good Life Advisors
Reading,
Pennsylvania
|
$27.5M
|
-$3.61M
|
-121,497
|
-12%
|
|
|
38
|
Money Design
Tokyo,
Japan
|
$27.4M
|
-$547K
|
-18,394
|
-2%
|
|
|
39
|
Brio Consultants
San Francisco,
California
|
$26.5M
|
+$1.91M
|
+64,207
|
+8%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$26.1M
|
-$23M
|
-772,457
|
-47%
|
|
|
41
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$26M
|
+$350K
|
+11,780
|
+1%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$25.9M
|
+$1.82M
|
+61,356
|
+8%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$25.3M
|
-$8.61M
|
-289,384
|
-25%
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$24.3M
|
+$1.16M
|
+38,936
|
+5%
|
|
|
45
|
Financial Strategies Group
Okemos,
Michigan
|
$23.7M
|
+$1.5M
|
+50,518
|
+7%
|
|
|
46
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$23.6M
|
+$1.57M
|
+52,770
|
+7%
|
|
|
47
|
Clear Creek Financial Management
Silverdale,
Washington
|
$23.5M
|
+$4.5M
|
+151,435
|
+24%
|
|
|
48
|
Stadion Money Management
Watkinsville,
Georgia
|
$22.8M
|
-$3.67M
|
-123,500
|
-14%
|
|
|
49
|
United Capital Financial Advisors
Irving,
Texas
|
$22.3M
|
+$692K
|
+23,266
|
+3%
|
|
|
50
|
Mercer Global Advisors
Denver,
Colorado
|
$22.1M
|
-$2M
|
-67,092
|
-8%
|
|
