|
26
|
Creative Planning
Overland Park,
Kansas
|
$27.6M
|
+$22M
|
+748,227
|
+405%
|
|
|
27
|
PFS Investments
Duluth,
Georgia
|
$25.1M
|
-$56.5M
|
-1,918,117
|
-69%
|
|
|
28
|
First Horizon Advisors
Memphis,
Tennessee
|
$23.9M
|
+$403K
|
+13,693
|
+2%
|
|
|
29
|
Grimes & Company
Westborough,
Massachusetts
|
$23.7M
|
-$18.8M
|
-639,933
|
-44%
|
|
|
30
|
Waller Financial Planning Group
Columbus,
Ohio
|
$23.5M
|
+$1.54M
|
+52,287
|
+7%
|
|
|
31
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$20.2M
|
+$707K
|
+24,019
|
+4%
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$19.5M
|
–
|
–
|
–
|
|
|
33
|
Pure Financial Advisors
San Diego,
California
|
$18.4M
|
+$2.56M
|
+86,833
|
+16%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$18.3M
|
+$1.43M
|
+48,453
|
+8%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.1M
|
-$2.74M
|
-93,055
|
-13%
|
|
|
36
|
ERn Financial LLC
Middleton,
Wisconsin
|
$17.2M
|
-$81K
|
-2,750
|
-0.5%
|
|
|
37
|
Fairfield University
Fairfield,
Connecticut
|
$17.2M
|
–
|
–
|
–
|
|
|
38
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$16.6M
|
+$4.69M
|
+159,380
|
+40%
|
|
|
39
|
Brio Consultants
San Francisco,
California
|
$16.2M
|
+$37.2K
|
+1,263
|
+0.2%
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$16.2M
|
+$1.29M
|
+43,961
|
+9%
|
|
|
41
|
|
$14.7M
|
-$32.9K
|
-1,117
|
-0.2%
|
|
|
42
|
LPL Financial
San Diego,
California
|
$14.3M
|
+$3.72M
|
+126,416
|
+35%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$13.5M
|
+$86K
|
+2,921
|
+0.6%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$13M
|
-$2.55M
|
-86,444
|
-16%
|
|
|
45
|
Goodman Financial
Houston,
Texas
|
$12.8M
|
+$259K
|
+8,779
|
+2%
|
|
|
46
|
Aspire Private Capital
Cornelius,
North Carolina
|
$11.8M
|
+$922K
|
+31,318
|
+8%
|
|
|
47
|
|
$11.6M
|
–
|
–
|
–
|
|
|
48
|
WrapManager Inc
Mill Valley,
California
|
$11.3M
|
+$154K
|
+5,239
|
+1%
|
|
|
49
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$10.9M
|
+$472K
|
+16,029
|
+5%
|
|
|
50
|
Ballentine Partners
Waltham,
Massachusetts
|
$10.8M
|
–
|
–
|
–
|
|
