|
51
|
United Capital Financial Advisors
Irving,
Texas
|
$20.4M
|
-$2.31M
|
-76,428
|
-10%
|
|
|
52
|
MML Investors Services
Springfield,
Massachusetts
|
$20.1M
|
+$3.97M
|
+131,455
|
+24%
|
|
|
53
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$20M
|
-$2.63M
|
-87,178
|
-11%
|
|
|
54
|
Financial Strategies Group
Okemos,
Michigan
|
$20M
|
+$2.13M
|
+70,573
|
+12%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$19.9M
|
+$1.91M
|
+63,309
|
+10%
|
|
|
56
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.9M
|
-$307K
|
-10,168
|
-2%
|
|
|
57
|
Wealthquest
Cincinnati,
Ohio
|
$18.6M
|
+$2.07M
|
+68,568
|
+12%
|
|
|
58
|
|
$18.5M
|
+$2.37M
|
+78,726
|
+14%
|
|
|
59
|
Brio Consultants
San Francisco,
California
|
$18.2M
|
+$2.12M
|
+70,410
|
+13%
|
|
|
60
|
WrapManager Inc
Mill Valley,
California
|
$17.5M
|
+$1.28M
|
+42,338
|
+8%
|
|
|
61
|
Affinia Financial Group
Burlington,
Massachusetts
|
$17.5M
|
+$654K
|
+21,669
|
+4%
|
|
|
62
|
PFS Investments
Duluth,
Georgia
|
$17.3M
|
+$1.61M
|
+53,296
|
+10%
|
|
|
63
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$16.4M
|
-$451K
|
-14,964
|
-3%
|
|
|
64
|
SigFig Wealth Management
San Francisco,
California
|
$15.3M
|
+$1.65M
|
+54,551
|
+12%
|
|
|
65
|
Weitzel Financial Services
Dubuque,
Iowa
|
$14.6M
|
+$676K
|
+22,414
|
+5%
|
|
|
66
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$18.2M
|
-601,677
|
-55%
|
|
|
67
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$14.5M
|
+$5.89M
|
+195,390
|
+66%
|
|
|
68
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$14.2M
|
+$2.77M
|
+91,901
|
+24%
|
|
|
69
|
UBS Group
Zurich,
Switzerland
|
$13.9M
|
-$17.1M
|
-566,384
|
-55%
|
|
|
70
|
Alexandria Capital
Arlington,
Virginia
|
$13.6M
|
+$1.59M
|
+52,817
|
+13%
|
|
|
71
|
WealthPLAN Partners
Omaha,
Nebraska
|
$13.4M
|
+$1.15M
|
+38,235
|
+9%
|
|
|
72
|
TrueWealth Advisors
Birmingham,
Alabama
|
$13.4M
|
+$4.75M
|
+157,580
|
+54%
|
|
|
73
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.3M
|
+$2.12M
|
+70,397
|
+19%
|
|
|
74
|
JT Stratford LLC
Gainesville,
Georgia
|
$12.7M
|
+$353K
|
+11,696
|
+3%
|
|
|
75
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$12.7M
|
-$2.94M
|
-97,334
|
-19%
|
|
