|
51
|
Truist Financial
Charlotte,
North Carolina
|
$19.2M
|
+$638K
|
+20,596
|
+3%
|
|
|
52
|
Reston Wealth Management
Reston,
Virginia
|
$18.7M
|
+$1.25M
|
+40,324
|
+7%
|
|
|
53
|
Banco Santander
Madrid,
Spain
|
$17.7M
|
+$6.5M
|
+210,000
|
+58%
|
|
|
54
|
Financial Strategies Group
Okemos,
Michigan
|
$17M
|
+$827K
|
+26,701
|
+5%
|
|
|
55
|
Wealthquest
Cincinnati,
Ohio
|
$16.7M
|
+$2.63M
|
+84,951
|
+19%
|
|
|
56
|
Focused Wealth Management
Newburgh,
New York
|
$16.6M
|
+$724K
|
+23,384
|
+5%
|
|
|
57
|
Affinia Financial Group
Burlington,
Massachusetts
|
$16.3M
|
+$16.3M
|
+527,702
|
New
|
|
|
58
|
WrapManager Inc
Mill Valley,
California
|
$15.8M
|
+$262K
|
+8,463
|
+2%
|
|
|
59
|
|
$15.3M
|
+$1.21M
|
+38,988
|
+9%
|
|
|
60
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$14.9M
|
-$1.23M
|
-39,685
|
-8%
|
|
|
61
|
Brio Consultants
San Francisco,
California
|
$14M
|
+$895K
|
+28,917
|
+7%
|
|
|
62
|
Hayden Royal
Charlotte,
North Carolina
|
$13.7M
|
+$13.7M
|
+443,323
|
New
|
|
|
63
|
SigFig Wealth Management
San Francisco,
California
|
$13.4M
|
+$1.2M
|
+38,761
|
+10%
|
|
|
64
|
JT Stratford LLC
Gainesville,
Georgia
|
$12.5M
|
+$5.79M
|
+186,970
|
+86%
|
|
|
65
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$12.4M
|
-$852K
|
-27,534
|
-6%
|
|
|
66
|
Financial Advocates Investment Management
Olympia,
Washington
|
$12.2M
|
+$6.28M
|
+202,788
|
+105%
|
|
|
67
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12.2M
|
-$2.22M
|
-71,822
|
-15%
|
|
|
68
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12M
|
+$2.87M
|
+92,821
|
+31%
|
|
|
69
|
WealthPLAN Partners
Omaha,
Nebraska
|
$11.5M
|
+$1.13M
|
+36,627
|
+11%
|
|
|
70
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$11.2M
|
+$779K
|
+25,152
|
+7%
|
|
|
71
|
PAX Financial Group
San Antonio,
Texas
|
$10.2M
|
+$178K
|
+5,753
|
+2%
|
|
|
72
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$9.8M
|
+$2.85M
|
+91,981
|
+41%
|
|
|
73
|
E&G Advisors
Houston,
Texas
|
$9.4M
|
-$98.2K
|
-3,171
|
-1%
|
|
|
74
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.05M
|
+$910K
|
+29,405
|
+11%
|
|
|
75
|
Alexandria Capital
Arlington,
Virginia
|
$8.94M
|
+$133K
|
+4,309
|
+2%
|
|
