|
26
|
Truist Financial
Charlotte,
North Carolina
|
$31.8M
|
+$11.1M
|
+441,163
|
+54%
|
|
|
27
|
Good Life Advisors
Reading,
Pennsylvania
|
$30.3M
|
+$1.29M
|
+51,606
|
+4%
|
|
|
28
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$28.3M
|
+$28.2M
|
+1,126,911
|
New
|
|
|
29
|
|
$28M
|
+$2.09M
|
+83,243
|
+8%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.8M
|
-$9.33M
|
-372,258
|
-25%
|
|
|
31
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$25.5M
|
+$22.5M
|
+900,076
|
+789%
|
|
|
32
|
IHT Wealth Management
Chicago,
Illinois
|
$25.2M
|
+$1.75M
|
+69,759
|
+7%
|
|
|
33
|
Waverly Advisors
Birmingham,
Alabama
|
$25.1M
|
-$757K
|
-30,203
|
-3%
|
|
|
34
|
Equitable Holdings
New York
|
$23.5M
|
+$3.86M
|
+154,104
|
+20%
|
|
|
35
|
MML Investors Services
Springfield,
Massachusetts
|
$22.9M
|
+$1.45M
|
+58,046
|
+7%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$22.6M
|
-$2.93M
|
-116,863
|
-11%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22.5M
|
-$2.52M
|
-100,706
|
-10%
|
|
|
38
|
Reston Wealth Management
Reston,
Virginia
|
$22.2M
|
-$7.4M
|
-295,343
|
-25%
|
|
|
39
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$21.5M
|
+$21.4M
|
+855,617
|
New
|
|
|
40
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$21.5M
|
-$173K
|
-6,917
|
-0.8%
|
|
|
41
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$21.3M
|
-$5.94M
|
-237,000
|
-22%
|
|
|
42
|
Park Avenue Securities
New York
|
$20.7M
|
+$1.67M
|
+66,505
|
+9%
|
|
|
43
|
AE Wealth Management
Topeka,
Kansas
|
$20.4M
|
+$5.14M
|
+205,366
|
+34%
|
|
|
44
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
+$8.37M
|
+333,943
|
+73%
|
|
|
45
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$19.4M
|
+$19.3M
|
+771,318
|
New
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$18.8M
|
+$14.8M
|
+592,623
|
+380%
|
|
|
47
|
Bristlecone Advisors
Bellevue,
Washington
|
$18.3M
|
-$5.67M
|
-226,412
|
-24%
|
|
|
48
|
IFP Advisors
Tampa,
Florida
|
$18.1M
|
-$892K
|
-35,620
|
-10%
|
|
|
49
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$17.9M
|
+$1.05M
|
+41,790
|
+6%
|
|
|
50
|
SigFig Wealth Management
San Francisco,
California
|
$17.6M
|
-$166K
|
-6,630
|
-1%
|
|
