|
26
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$25.1M
|
+$933K
|
+32,737
|
+4%
|
|
|
27
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$24.3M
|
+$5.19M
|
+182,089
|
+28%
|
|
|
28
|
Advisory Alpha
Holland,
Michigan
|
$23.9M
|
+$1.67M
|
+58,732
|
+8%
|
|
|
29
|
First Horizon Advisors
Memphis,
Tennessee
|
$23.2M
|
+$907K
|
+31,853
|
+4%
|
|
|
30
|
Waller Financial Planning Group
Columbus,
Ohio
|
$22.3M
|
+$2.31M
|
+81,145
|
+12%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.6M
|
+$3.39M
|
+119,074
|
+20%
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.5M
|
+$11.9M
|
+417,577
|
+371%
|
|
|
33
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$19.4M
|
+$616K
|
+21,636
|
+3%
|
|
|
34
|
ERn Financial LLC
Middleton,
Wisconsin
|
$17.5M
|
+$5.28M
|
+185,487
|
+47%
|
|
|
35
|
Fairfield University
Fairfield,
Connecticut
|
$17M
|
–
|
–
|
–
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$16.7M
|
+$2.19M
|
+76,800
|
+16%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.1M
|
+$1.63M
|
+57,200
|
+12%
|
|
|
38
|
Brio Consultants
San Francisco,
California
|
$16M
|
-$5.29M
|
-185,817
|
-25%
|
|
|
39
|
Pure Financial Advisors
San Diego,
California
|
$15.6M
|
-$148K
|
-5,185
|
-1%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$15.3M
|
-$4.01M
|
-140,726
|
-21%
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$14.7M
|
+$540K
|
+18,951
|
+4%
|
|
|
42
|
|
$14.6M
|
-$3.68M
|
-129,189
|
-21%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$13.3M
|
+$620K
|
+21,777
|
+5%
|
|
|
44
|
Goodman Financial
Houston,
Texas
|
$12.4M
|
+$244K
|
+8,571
|
+2%
|
|
|
45
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.7M
|
+$5.26M
|
+184,661
|
+85%
|
|
|
46
|
|
$11.4M
|
–
|
–
|
–
|
|
|
47
|
WrapManager Inc
Mill Valley,
California
|
$11M
|
+$3.69M
|
+129,499
|
+52%
|
|
|
48
|
Aspire Private Capital
Cornelius,
North Carolina
|
$10.8M
|
+$2.5M
|
+87,765
|
+31%
|
|
|
49
|
Ballentine Partners
Waltham,
Massachusetts
|
$10.7M
|
+$125K
|
+4,373
|
+1%
|
|
|
50
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$1.29M
|
-45,382
|
-11%
|
|
