|
26
|
Truist Financial
Charlotte,
North Carolina
|
$40.5M
|
+$1.36M
|
+53,289
|
+3%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39M
|
+$785K
|
+30,674
|
+2%
|
|
|
28
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$38.8M
|
+$5.7M
|
+222,698
|
+17%
|
|
|
29
|
Jefferies Financial Group
New York
|
$37.6M
|
+$37.9M
|
+1,482,135
|
New
|
|
|
30
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$37.4M
|
+$14M
|
+546,027
|
+59%
|
|
|
31
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$37.1M
|
+$1.07M
|
+41,637
|
+3%
|
|
|
32
|
SigFig Wealth Management
San Francisco,
California
|
$34.5M
|
-$3.06M
|
-119,712
|
-8%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$33.1M
|
-$3.49M
|
-136,290
|
-9%
|
|
|
34
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$32.9M
|
+$33.2M
|
+1,297,445
|
New
|
|
|
35
|
Money Design
Tokyo,
Japan
|
$30.5M
|
-$3.88M
|
-151,679
|
-11%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$30.5M
|
+$6.32M
|
+246,893
|
+26%
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$30.4M
|
-$21.6M
|
-842,823
|
-41%
|
|
|
38
|
Equitable Holdings
New York
|
$27.5M
|
+$691K
|
+27,030
|
+3%
|
|
|
39
|
Bristlecone Advisors
Bellevue,
Washington
|
$26.5M
|
+$8.26M
|
+322,771
|
+45%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$26.3M
|
-$811K
|
-31,702
|
-3%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$25.8M
|
+$21.9M
|
+856,439
|
+539%
|
|
|
42
|
Reston Wealth Management
Reston,
Virginia
|
$24.8M
|
+$329K
|
+12,878
|
+1%
|
|
|
43
|
Waverly Advisors
Birmingham,
Alabama
|
$24.4M
|
+$105K
|
+4,116
|
+0.4%
|
|
|
44
|
AE Wealth Management
Topeka,
Kansas
|
$23.6M
|
+$3.97M
|
+155,036
|
+20%
|
|
|
45
|
Waller Financial Planning Group
Columbus,
Ohio
|
$23.5M
|
-$91.6K
|
-3,581
|
-0.4%
|
|
|
46
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22.6M
|
-$449K
|
-17,557
|
-2%
|
|
|
47
|
Lodestar Private Asset Management
Alamo,
California
|
$20.9M
|
+$3.22M
|
+125,875
|
+18%
|
|
|
48
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20.7M
|
+$401K
|
+15,681
|
+2%
|
|
|
49
|
Arrien Investments
Boise,
Idaho
|
$20.5M
|
+$2.06M
|
+80,616
|
+11%
|
|
|
50
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$20.2M
|
+$225K
|
+8,800
|
+1%
|
|
